According to its SEC filing dated October 17, 2025, Shaker Investments sold all 10,774 shares of Salesforce during the third ...

Oracle's revenue has already picked up in recent years as the company has shifted strategy and begun investing billions into ...

Partnership focuses on billion dollar-plus advisor teams weighing independence, offering tailored investment banking and ...

AlphaCore Strengthens National Platform Through Acquisition of SPC Financial, Deepening Tax-Integrated Wealth Planning Service Capabilities ...

Data centers are turning into electricity factories and the IEA projects global data-center consumption will more than double ...

Advisers should put no price targets on an investment a client owns and give no forecasts of anticipated performance Advisers need to clearly distinguish between fact and opinion. When you meet with ...

Smart AI prompting techniques, and fact-checking AI-driven insights, can be the perfect complement to assistance from a financial professional as you grow your wealth.

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Aquiline Capital Partners has agreed to sell SageView Advisory Group, a Newport Beach, California-based independent ...

Financial tech companies are connecting outside financial advisers to your retirement accounts, and at least one investment ...