The latest 13F filing from Steve Mandel’s Lone Pine Capital reveals a series of meaningful portfolio adjustments, concentrated among large-cap technology, consumer platforms, and financial services. While the fund maintained its characteristic focus on high-quality growth franchises, several significant trims and selective additions suggest a more risk-balanced stance heading into year-end. Here are some of the largest position moves.Meta Platforms Inc. (META): –342,757 shares (–20.59%)Lone Pine reduced its ...

SAN DIEGO, Dec. 16, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for November 2025. Total advisory and brokerage assets at the end of November were $2.36 trillion, an increase of $12.5 billion, or 0.5%, compared to the end of October 2025. Total organic net new assets for November were $6.7 billion, translating to a 3.4% annualized growth rate. This included $0.1 billion of assets from First Horizon Bank that onboarded in Nove ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Advisor360°, which has, since its launch in 2019, been thought of largely as an all-in-one wealth management platform for enterprises, including large independent broker/dealers and RIAs, has announced an artificial intelligence-native platform rewrite allowing its deployment to teams or firms of any size. This new AI-native Wealth Operating System, as Advisor360° is calling it, is meant to ena ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Osaic Inc. has hired Shannon Reid from competitor Raymond James as its next president and head of advisor growth and engagement. She will assume the role on Jan. 12 as part of what Osaic billed as an organizational realignment that began in July.  Reid joins Osaic from a role as president of Raymond James Financial Services in a move first reported by WealthManagement.com on Monday. She ha ...

ORANGE COUNTY, Calif. & LOS ANGELES--(BUSINESS WIRE)--UBS Global Wealth Management US announced today that Wise River Advisors, a Private Wealth Team in the firm's Los Angeles, California office, has been named to Forbes America's Top Private Wealth Management Teams list for 2025. Wise River Advisors ranked #10 nationally, marking the fourth consecutive year that the team has been named to the list. With advisors in Los Angeles, Orange County and beyond, Wise River Advisors provides comprehensi. ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Bill Morrissey, the head of the independent channel at Atria Wealth Solutions, has exited the firm, as LPL Financial continues to integrate the business in the wake of its acquisition, according to regulatory filings.  In recent months, LPL has been pruning Atria’s executive ranks via layoffs, according to published reports. Morrissey and an LPL spokeswoman did not return requests for comm ...

The initial public offering (IPO) of robo-advisor Wealthfront drew a tepid response on Wall Street with the company’s stock rising only 1.36% in its market debut. Claim 50% Off TipRanks Premium and Invest with Confidence Unlock hedge-fund level data and powerful investing tools designed to help you make smarter, sharper decisions Stay ahead of the market with the latest news and analysis so your portfolio is always positioned for maximum potential Shares of the innovative wealth management company ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Bitcoin this year again failed to live up to its “digital gold” promise, but NovaDius Wealth Management President Nate Geraci remains optimistic about the cryptocurrency’s long-term potential. “[Bitcoin’s] story is still in its early chapters,” Geraci reportedly told CNBC on Dec. 5, adding that he believed the digital asset is “heading down that path of acting much more like the physical metal itself.” Do ...

NEW YORK, Dec. 12, 2025 /PRNewswire/ -- Dominari Holdings Inc. (Nasdaq: DOMH) is pleased to announce that, following its press release issued on December 11, 2025, the board of directors has updated the record date and payment date for the previously announced special cash dividend of approximately $10 million, or approximately $0.44 per share. The dividend is now payable on or about January 26, 2026, to DOMH's common stock shareholders and certain DOMH warrant holders (on an as-exercised basis) of record ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. The M&A announcements are coming fast and furious to round out a very busy 2025. This week, Wealth Enhancement acquired a registered investment advisor with a broker/dealer managing $2.2 billion in assets, Dynasty Financial Partners firm Procyon acquired a $500 million RIA in Michigan and Texas, and a doctor and healthcare professional-focused practice, Earned, acquired an Ohio RIA managing $900 ...