Latest stock market data relevant to a wealth management course shows the MSCI World Index advancing 0.6%, with European equities boosted by ECB’s 25 bps rate cut. The move has increased capital flows into dividend-yielding stocks, a practical case study in how interest rate changes affect global asset allocation strategies. The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it. The study program also includes a practice exam to help you prepare for the final WMS exam. From a wealth management course lens, January retail sales in the U.S. unexpectedly rose 0.7% MoM, spurring gains in consumer discretionary stocks. This momentum provides material for discussing demand-driven equity valuation.
