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    Wealth Management Services Stocks List

    Symbol Grade Name % Change
    BCS A Barclays PLC 1.67
    FCNCP A First Citizens BancShares, Inc. - Depositary Shares Each Representing a 1/40th Interest in a Share of 5.375% Non-Cumulative Perpetual Preferred Stock, Series A 2.89
    JEF A Jefferies Financial Group Inc. 1.67
    NTB A Bank of N.T. Butterfield & Son Limited 3.17
    ZION A Zions Bancorporation 4.54
    CTBI A Community Trust Bancorp, Inc. 4.07
    EVR A Evercore Partners Inc 2.00
    ZIONL A Zions Bancorporation N.A. - 6.95% Fixed-to-Floating Rate Subordinated Notes due September 15, 2028 -0.50
    WSFS B WSFS Financial Corporation 4.31
    WTFC B Wintrust Financial Corporation 3.64
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    Related Industries: Asset Management Banks - Global Banks - Regional Banks - Regional - Asia Banks - Regional - US Capital Markets Other
    Related Stock Lists: Bank Banking Business Loans Deposit Products Insurance Products Investment Bank Investment Banking Investment Banking Services Advisory Services Appraisal Services Baird Cash Management Services Commercial Banking Consumer Subscription Services Corporate Banking Disposition Services Financial Products Insurance Services Internet Access Internet Access Services

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

    Symbol Grade Name Weight
    IYG A iShares U.S. Financial Services ETF 11.8
    XLF A SPDR Select Sector Fund - Financial 10.39
    IYF A iShares U.S. Financial ETF 10.2
    BNKU B MicroSectors U.S. Big Banks Index 3X Leveraged ETNs 10.0
    BNKD F MicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETNs 10.0
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        Wealth Management Services Stocks Recent News

        Date Stock Title
        Jul 11 JEF Jefferies Winds Down Hedge Fund 352 Capital in Wake of Lawsuit
        Jul 11 WSFS 3 Savings & Loan Stocks to Watch Amid High Interest Rate
        Jul 11 BCS Treasury Yields Fall Amid Mixed U.S. Indicators
        Jul 11 BCS FOS opposes Barclays’ judicial review in motor finance mis-selling case
        Jul 11 BCS Zacks Industry Outlook Highlights HSBC, Barclays and Deutsche Bank
        Jul 10 BCS Barclays announces reverse split of two series of iPath ETNs
        Jul 10 BCS Barclays Announces a Reverse Split of the iPath® Series B S&P 500® VIX Short-Term Futures™ ETNs and the iPath® Series B S&P 500® VIX Mid-Term Futures™ ETNs
        Jul 10 WTFC Peering Into Wintrust Finl's Recent Short Interest
        Jul 10 EVR Evercore to Announce Second Quarter 2024 Financial Results and Host Conference Call on July 24, 2024
        Jul 10 JEF Decoding Jefferies Financial Group Inc (JEF): A Strategic SWOT Insight
        Jul 9 JEF Jefferies-Backed Fund Accuses Ex-Portfolio Manager of Fraud
        Jul 9 WSFS WSFS Financial Corporation Announces Second Quarter 2024 Earnings Release Date and Conference Call
        Jul 9 BCS CLUBZERØ and Barclays launch new food container range at Wimbledon
        Jul 9 BCS Barclays' (BCS) Restructuring Aids in Uncertain Capital Market
        Jul 8 BCS Barclays’ attempt to quash key car finance ‘mis-selling’ ruling is wrong, says watchdog
        Jul 5 BCS Barclays to sell German business to BAWAG
        Jul 5 BCS Barclays (BCS) to Sell German Consumer Finance Business
        Jul 5 EVR Three US Stocks Estimated To Be Trading At Discounts Ranging From 26.7% To 40.7%
        Related Industries: Asset Management Banks - Global Banks - Regional Banks - Regional - Asia Banks - Regional - US Capital Markets Other
        Related Stock Lists: Bank Banking Business Loans Deposit Products Insurance Products Investment Bank Investment Banking Investment Banking Services Advisory Services Appraisal Services Baird Cash Management Services Commercial Banking Consumer Subscription Services Corporate Banking Disposition Services Financial Products Insurance Services Internet Access Internet Access Services
        Wealth Management Services

        Wealth management services are a type of financial service that helps individuals and families manage their financial assets. This includes investments, retirement planning, estate planning, tax planning, and more. Wealth management services are typically provided by a team of financial professionals, such as a financial advisor, accountant, and attorney. The goal of wealth management services is to help clients achieve their financial goals and objectives.

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