Page 31 - Wealth Managers News Today

Y.D. More Investments Ltd lowered its holdings in shares of Booz Allen Hamilton Holding Co. (NYSE:BAH – Free Report) by 18.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,679 shares of the business services provider’s stock after selling 2,417 shares […]

AON (NYSE:AON – Get Free Report) had its target price dropped by stock analysts at Bank of America from $378.00 to $345.00 in a research note issued to investors on Monday, Benzinga reports. The firm currently has a “neutral” rating on the financial services provider’s stock. Bank of America‘s target price points to a potential […]

Callan Capital LLC lessened its position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 13.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 136,079 shares of the company’s stock after selling 20,669 shares during […]

Bank of New Hampshire lowered its holdings in shares of ROBO Global Robotics & Automation ETF (NYSEARCA:ROBO – Free Report) by 9.8% during the fourth quarter, Holdings Channel reports. The institutional investor owned 18,514 shares of the company’s stock after selling 2,009 shares during the quarter. Bank of New Hampshire’s holdings in ROBO Global Robotics […]

Bank of New Hampshire lessened its stake in ROBO Global Robotics & Automation ETF (NYSEARCA:ROBO – Free Report) by 9.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 18,514 shares of the company’s stock after selling 2,009 shares during the period. Bank […]

Linden Thomas Advisory Services LLC lifted its holdings in Enphase Energy, Inc. (NASDAQ:ENPH – Free Report) by 10.3% in the 4th quarter, Holdings Channel.com reports. The firm owned 7,268 shares of the semiconductor company’s stock after buying an additional 678 shares during the quarter. Linden Thomas Advisory Services LLC’s holdings in Enphase Energy were worth […]

Anuj Kapoor of JM Financial discusses the tax efficiency of arbitrage funds for HNIs and the growth of new millionaires in Tier 2 and Tier 3 cities. He highlights the interest in unlisted opportunities, strategic advisory for family businesses, and the impact of market volatility on investments. Kapoor says: "Funds focussed on the manufacturing, defence, PSUs, which have been underperformers over the last decade, have shown strong performance and have delivered stellar returns."

More than three-quarters (78%) of institutional investors and wealth managers will increase allocations to illiquid assets over the next five years with 10% making dramatic increases

Schroders CEO Peter Harrison is set to retire in 2025, sparking a search by the group to confirm a successor.

1900 Wealth Management LLC lessened its holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 12.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 250,931 shares of the company’s stock after selling 34,076 shares during the quarter. 1900 Wealth […]