wealth management
The period’s wealth-management-specific news was negative: Bloomberg reported a criminal investigation into companies affiliated with China-based CreditEase over suspected illegal financial activities 1. A podcast advertisement presented Apex Fintech Solutions as infrastructure supporting fintechs and wealth managers, while the discussion itself focused on market breadth, concentrated technology leadership, financial stocks and earnings rather than the sector directly 2.
From the window to Oct 14, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
2 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Peter Boockvar 1 mention
- Bloomberg 1 mention
- Dan Nathan 1 mention
See what your own voices say about wealth management, every morning.
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