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 ...

Understand the role of a wealth advisor and their services to find out how they can help manage and grow your financial ...

The average American has extremely limited access to investing knowledge before they hit the workforce. Most K-12 schools don ...

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

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 ...

Raymond James and Osaic have also recruited more Commonwealth defectors in Illinois, Pennsylvania, Colorado, and Florida.

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

Founded in 1996 and acquired by Orange County Bancorp, Inc. in 2012, Orange Investment Advisors has earned a strong reputation for disciplined investment strategies and client-focused service. The new ...

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