Browsing: wealth

New offering connects year-round tax strategy with the decisions  shaping clients’ wealth

More mid-career Aussies are looking to take greater control over their retirement investments as self-managed super funds surge past $1.1 trillion in assets.

Entrepreneur Eric Schiffer discusses the potential economic consequences of California’s Proposition 40, including concerns that the proposed one-time 5% wealth tax could push wealthy residents and entrepreneurs to leave the state.

Apex Fintech Solutions, a clearing, custody and brokerage infrastructure provider, has partnered with FusionIQ to offer financial institutions an integrated technology stack combining Apex’s brokerage services with FusionIQ’s cloud-based digital wealth management platform.

HSBC is prioritizing growth in Hong Kong, wealth management, trade finance and the U.K. Hong Kong remains highly profitable, while wealth management generated $22 billion in net new money during the second quarter.

The breakaway-focused platform’s senior hires from Wells Fargo, Bluespring and Hightower deepen its bench for growth and succession planning. SEP 17, 2026 By Leo Almazora

Integrated Wealth Concepts LLC decreased its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 25.4% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 28,899 shares of the CRM provider’s stock after selling 9,830 shares during the quarter. Integrated Wealth Concepts LLC’s holdings…

Corient Private Wealth LP decreased its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 32.1% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 283,337 shares of the CRM provider’s stock after selling 134,172 shares during the period. Corient Private Wealth…

HB Wealth Management LLC decreased its position in Salesforce Inc. (NYSE:CRM – Free Report) by 9.3% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 33,897 shares of the CRM provider’s stock after selling 3,462 shares during the quarter. HB Wealth…

Kintra Wealth LLC raised its position in Salesforce Inc. (NYSE:CRM – Free Report) by 117.0% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,896 shares of the CRM provider’s stock after purchasing an additional 2,101 shares during the period. Kintra…