Wealth Management Stocks List



Related ETFs - A few ETFs which own one or more of the above listed Wealth Management stocks.

Recent Signals

Date Stock Signal Type
2021-05-07 AFHP 20 DMA Support Bullish
2021-05-07 AFHP 1,2,3 Pullback Bullish Bullish Swing Setup
2021-05-07 AFHP Three Weeks Tight Range Contraction
2021-05-07 AFHP Non-ADX 1,2,3,4 Bullish Bullish Swing Setup
2021-05-07 AFHP 50 DMA Support Bullish
2021-05-07 AFM 1,2,3 Pullback Bullish Bullish Swing Setup
2021-05-07 AFM Non-ADX 1,2,3,4 Bullish Bullish Swing Setup
2021-05-07 APTD 50 DMA Resistance Bearish
2021-05-07 APTD Stochastic Buy Signal Bullish
2021-05-07 BARC 1,2,3 Retracement Bearish Bearish Swing Setup
2021-05-07 BARC Crossed Above 50 DMA Bullish
2021-05-07 BARC Calm After Storm Range Contraction
2021-05-07 BRW New 52 Week High Strength
2021-05-07 BRW Upper Bollinger Band Walk Strength
2021-05-07 CBG Stochastic Reached Overbought Strength
2021-05-07 CBG Bollinger Band Squeeze Range Contraction
2021-05-07 EQN Non-ADX 1,2,3,4 Bullish Bullish Swing Setup
2021-05-07 EQN Narrow Range Bar Range Contraction
2021-05-07 INVP Pocket Pivot Bullish Swing Setup
2021-05-07 INVP New 52 Week High Strength
2021-05-07 INVR Narrow Range Bar Range Contraction
2021-05-07 INVR Cup with Handle Other
2021-05-07 JTC 20 DMA Support Bullish
2021-05-07 JTC 50 DMA Support Bullish
2021-05-07 JTC Upper Bollinger Band Walk Strength
2021-05-07 JTC Non-ADX 1,2,3,4 Bullish Bullish Swing Setup
2021-05-07 JTC Calm After Storm Range Contraction
2021-05-07 JTC Pocket Pivot Bullish Swing Setup
2021-05-07 KWG Narrow Range Bar Range Contraction
2021-05-07 KWG Crossed Above 20 DMA Bullish
2021-05-07 KWG Crossed Above 50 DMA Bullish
2021-05-07 KWG Stochastic Buy Signal Bullish
2021-05-07 KWG Calm After Storm Range Contraction
2021-05-07 MFX Bollinger Band Squeeze Range Contraction
2021-05-07 MFX MACD Bearish Signal Line Cross Bearish
2021-05-07 MFX Non-ADX 1,2,3,4 Bearish Bearish Swing Setup
2021-05-07 MFX Narrow Range Bar Range Contraction
2021-05-07 MTW Non-ADX 1,2,3,4 Bullish Bullish Swing Setup
2021-05-07 MTW 1,2,3 Pullback Bullish Bullish Swing Setup
2021-05-07 MTW MACD Bearish Signal Line Cross Bearish
2021-05-07 MTW NR7-2 Range Contraction
2021-05-07 MTW Boomer Buy Setup Bullish Swing Setup
2021-05-07 MTW NR7 Range Contraction
2021-05-07 NWG Crossed Above 20 DMA Bullish
2021-05-07 QLT 20 DMA Support Bullish
2021-05-07 QLT Bollinger Band Squeeze Range Contraction
2021-05-07 QLT Three Weeks Tight Range Contraction
2021-05-07 RAT Calm After Storm Range Contraction
2021-05-07 RAT MACD Bullish Centerline Cross Bullish
2021-05-07 RAT Doji - Bearish? Reversal
2021-05-07 SAGA 20 DMA Support Bullish
2021-05-07 SAGA Bollinger Band Squeeze Range Contraction
2021-05-07 SAGA MACD Bearish Signal Line Cross Bearish
2021-05-07 SAGA Spinning Top Other
2021-05-07 SDR Bollinger Band Squeeze Range Contraction
2021-05-07 SDR MACD Bullish Signal Line Cross Bullish
2021-05-07 SDRC NR7 Range Contraction
2021-05-07 SDRC Bollinger Band Squeeze Range Contraction
2021-05-07 SDRC Three Weeks Tight Range Contraction
2021-05-07 STJ Bearish Engulfing Bearish
2021-05-07 STJ Upper Bollinger Band Walk Strength
2021-05-07 WCW Bollinger Band Squeeze Range Contraction
2021-05-07 WCW Narrow Range Bar Range Contraction
2021-05-07 WHI Narrow Range Bar Range Contraction
2021-05-07 WHI NR7-2 Range Contraction
2021-05-07 WHI NR7 Range Contraction

Recent News for Wealth Management Stocks

Date Stock Title
May 7 BARC Barclays Activist Investor Edward Bramson Sells Entire Stake
May 7 BARC Mining stocks climb in London, as copper surges to all-time highs
May 7 BARC Activist Bramson abandons tussle with Barclays, selling stake
May 7 BARC Activist investor Edward Bramson gives up on Barclays fight
May 7 HSBA Activist investor Edward Bramson gives up on Barclays fight
May 7 BARC Activist Investor Sherborne Sells Entire Stake in Barclays
May 7 BARC Barclays defeats threat from US raider after three-year battle
May 7 HSBA Wall Street Giants Get Swept Up by India’s Brutal Covid Wave
May 7 BARC Wall Street Giants Get Swept Up by India’s Brutal Covid Wave
May 7 BARC Barclays/Edward Bramson: activist’s surrender should not surprise
May 7 BARC Activist Edward Bramson admits defeat in Barclays campaign
May 6 HSBA HSBC USA introduces Green Deposits for Commercial Clients
May 5 HSBA HSBC Is Now a Buy Because Its Net Interest Income Will Recover, Analyst Says
May 5 BARC Barclays offers vote on climate progress as activist heat rises
May 4 BARC Yellen Clarifies Inflation Remark, Sees No Need for Fed to Hike
May 4 BARC Yellen Says Spending May Spur ‘Modest’ Interest-Rate Rises
May 4 HSBA HSBC Holdings PLC Announces Post Stabilisation Notice
May 4 NWG UK mortgage borrowing hits highest levels since records began in 1993
May 4 BARC UK mortgage borrowing hits highest levels since records began in 1993
May 4 HSBA UK mortgage borrowing hits highest levels since records began in 1993

Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services offered by a complex mix of asset managers, custodial banks, retail banks, financial planners and others. There is no equivalent of a stock exchange to consolidate the allocation of investments and promulgate fund pricing and as such it is considered a fragmented and decentralised industry. High-net-worth individuals (HNWIs), small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management. Wealth managers can have backgrounds as independent Chartered Financial Consultants, Certified Financial Planners or Chartered Financial Analysts (in the United States), Chartered Strategic Wealth Professionals (in Canada), Chartered Financial Planners (in the UK), or any credentialed (such as MBA) professional money managers who work to enhance the income, growth and tax-favored treatment of long-term investors.

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