April 29, 2026

Wealth Management

Wealth Management

Tocqueville Asset Management L.P. Cuts Stock Holdings in The PNC Financial Services Group, Inc. (NYSE:PNC)

Tocqueville Asset Management L.P. lowered its position in The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 5.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,583 shares of the financial services provider’s stock after selling 196

Read More
Wealth Management

Combining education and mental health at STEMental Summit

PANAMA CITY, Fla. (WJHG/WECP) – A local non-profit organization combined educational subjects with mental health in hopes to better the minds of kids in Bay County. Saturday, the United Hands Project hosted its second annual STEMental Summit at the FSU-PC Holley Center. The summit combines the elements of STEM, science, technology, engineering, and math, with

Read More
Wealth Management

How youth of Gen Z, hit by mental health issues, take charge and advocate for their peers

A 2023 study by Chinese University of Hong Kong found that nearly one in four Hong Kong children and adolescents had suffered from at least one mental disorder in the past year, and more than 8 per cent of secondary school students had thought about suicide. Hyning Gan (top, left) joins a Peace of Mind

Read More
Wealth Management

Winthrop Capital Management LLC Acquires 138 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Winthrop Capital Management LLC increased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,066 shares of the financial services provider’s stock after purchasing an additional 138 shares during the period.

Read More
Wealth Management

Bleakley Financial Group LLC Boosts Position in JPMorgan Chase & Co. (NYSE:JPM)

Bleakley Financial Group LLC raised its stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 1.4% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 87,063 shares of the financial services provider’s stock after buying an additional 1,173 shares

Read More
Wealth Management

CVIM Launches Campaign to Support Behavioral Health Program

Centre Volunteers in Medicine’s Palmer Family Clinic is located at 2026 Sandy Drive, State College. Centre Volunteers in Medicine has launched a fundraising campaign to support and expand its Behavioral Health Program at a time when the need for mental health services is more pronounced than ever. CVIM is Centre County’s only permanent free clinic

Read More
Wealth Management

AI Ensuring Fair and Bias-Free Tax Assessments

🔊 Take a moment and listen AI-driven risk-based indicators should be applied fairly to all taxpayers without bias. Since taxation is interpretation-based, human oversight is crucial to mitigate the issue of excessive notices and reduce the compliance burden on taxpayers, stated C. Shikha, IAS, Commissioner of Commercial Taxes, Government of Karnataka, in

Read More
Wealth Management

Pasquale Sacchetta, President of CFIG Wealth Management,

Image: https://authoritypresswire.com/wp-content/uploads/2024/07/PJ-no-background.png Pasquale Sacchetta discusses navigating market risk Listen to the interview on the Business Innovators Radio Network: Interview with Pasquale Sacchetta President of CFIG Wealth Management Discussing Market Risk – Business Innovators Radio Network [https://businessinnovatorsradio.com/interview-with-pasquale-sacchetta-president-of-cfig-wealth-management-discussing-market-risk/] Market risk can significantly impact retirement savings by causing fluctuations in the value of a portfolio. During a market

Read More
Wealth Management

What Is a Financial Consultant, and What Do They Do?

Paid non-client promotion: Affiliate links for the products on this page are from partners that compensate us (see our advertiser disclosure with our list of partners for more details). However, our opinions are our own. See how we rate investing products to write unbiased product reviews. Financial consultants provide expert advice on a wide range

Read More
Wealth Management

How the Tech Outage Impacted Banks and Finances

A major tech outage impacted a variety of industries and services around the globe on Friday, causing problems for airports, hospitals, and some banks and financial institutions.  The outage stemmed from “a defect found in a single content update for Windows hosts,” said CrowdStrike (CRWD) CEO George Kurtz, and was “not a security incident or

Read More