Wealth Management Stocks List
Symbol | Grade | Name | % Change | |
---|---|---|---|---|
UBS | A | UBS AG | -0.28 | |
CVLY | A | Codorus Valley Bancorp, Inc | -0.20 | |
PB | A | Prosperity Bancshares, Inc. | -1.04 | |
AMK | A | AssetMark Financial Holdings, Inc. | 0.00 | |
SEIC | A | SEI Investments Company | -0.50 | |
NKSH | A | National Bankshares, Inc. | 1.33 | |
HTLF | A | Heartland Financial USA, Inc. | -0.55 | |
MFG | A | Mizuho Financial Group, Inc. Sponosred ADR (Japan) | 0.00 | |
AVTA | A | Avantax, Inc. | 0.75 | |
GNW | A | Genworth Financial Inc | 3.49 |
Related Industries: Asset Management Banks - Global Banks - Regional Banks - Regional - Asia Banks - Regional - Europe Banks - Regional - Latin America Banks - Regional - US Banks—Regional Capital Markets Financial Conglomerates Information Technology Services Insurance - Diversified Other Savings & Cooperative Banks Software - Application
Symbol | Grade | Name | Weight | |
---|---|---|---|---|
REGL | B | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 4.13 | |
KBWR | A | PowerShares KBW Regional Banking Portfolio ETF | 3.41 | |
ZIG | B | The Acquirers Fund | 3.15 | |
FORH | D | Formidable ETF | 2.98 | |
GLRY | A | Inspire Faithward Mid Cap Momentum ESG ETF | 2.96 |
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- Wealth Management
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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