MarketPulse

wealth management

9 articles
The Motley FoolThe Motley Fool··Jonathan Ponciano

Futu Stock Surges 21% as Profits Double, but Major Fund Cuts Stake in Half

Futu Holdings surges 21% annually as profits double to $1.45 billion, yet HHLR Advisors halves its stake via $276 million sale.
BABAPDDFUTUfintechprofit growth
GlobeNewswire Inc.GlobeNewswire Inc.··Fintech Breakthrough

Zephyr Wins Fifth FinTech Breakthrough Award for Retail Investment Platform

Informa subsidiary Zephyr earns 2026 FinTech Breakthrough Award for retail investment platform excellence, marking fifth recognition in two years.
IFJPYfinancial technologywealth management
BenzingaBenzinga··Prnewswire

Oakworth Capital Bolsters Middle Tennessee Leadership with Manufacturing and Senior Care Experts

Oakworth Capital Bank appoints manufacturing and senior care executives Rob Stevens and Neely Coble IV to Middle Tennessee Market Board, strengthening regional leadership.
OAKCentrepreneurshipboard appointments
BenzingaBenzinga··Globe Newswire

Abacus Global Acquires $53M Stake in Manning & Napier in Strategic Asset Management Push

Abacus Global acquires $53M minority stake in Manning & Napier, an $18B AUM wealth manager, with strategic product and distribution partnerships expected to close Q2 2026.
ABXABXLstrategic alliancewealth management
GlobeNewswire Inc.GlobeNewswire Inc.··Na

Futu Holdings Posts 68% Revenue Surge to HK$22.8B as Asia Expansion Accelerates

Futu Holdings reports doubled net income to HK$11.3B in 2025 with 68% revenue growth, adding nearly 1M funded accounts across Asia.
FUTUfinancial resultsrevenue growth
GlobeNewswire Inc.GlobeNewswire Inc.··Wisdomtree, Inc. And Halo Investing, Inc.

WisdomTree, Halo Partner on First Defined Outcome SMA Strategy

WisdomTree and Halo Investing launch jointly managed account strategy combining income, downside protection, and structured note capabilities for financial advisors.
WTdownside protectionasset allocation
GlobeNewswire Inc.GlobeNewswire Inc.··Na

First Western Trust Names Jeff Miller as Scottsdale Market President

First Western Trust appoints Jeff Miller as Scottsdale Market President to expand wealth management services for high-net-worth clients in Arizona.
MYFWcommercial bankingleadership appointment
Investing.comInvesting.com··Boris Dubov

UBS Earnings Beat Masks Integration Challenges Ahead

UBS beat earnings expectations but stock fell 6% due to concerns over profit quality. Remaining integration costs and legal liabilities from Credit Suisse acquisition pose sustainability risks.
AMJBJPMJPMpCJPMpDJPMpJ+5valuation concernsUBS earnings
GlobeNewswire Inc.GlobeNewswire Inc.··Researchandmarkets.Com

Investment Monitoring Market Set to Nearly Double by 2030 Amid AI Adoption

Investment monitoring market projected to grow from $1.68B to $2.7B by 2030, driven by AI adoption, cloud platforms, and real-time portfolio tracking capabilities.
GSGSpAGSpCGSpDMS+26fintechinstitutional investment