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Peak Financial Advisors backed up the truck and opened a new position in Oracle during Q3 2025, picking up almost 12,000 ...

Key Points Sold 44,937 shares of Salesforce, with an estimated transaction value of $11.33 million based on average pricing for the quarter Post-sale, the fund holds 20,324 shares valued at $4.82 ...

San Francisco–based Focal is building AI tools for financial advisors including automation of meeting prep, client follow-up, ...

Fintel reports that on October 13, 2025, Citigroup upgraded their outlook for Progress Software (NasdaqGS:PRGS) from Neutral ...

Digital Services Investment Firm Aiming to Accelerate Advisory, Managed Security, and Software Offerings NEW YORK, Oct. 13, 2025 /PRNewswire/ -- ...

The acquisition will expand Caterpillar’s technology capabilities in the mining sector, adding RPMGlobal’s data-driven ...

Riata’s investment will support Government Window’s accelerated geographic expansion and the continued buildout of its leading payments software platform.

Key Points Kessler Investment Group sold 104,777 shares of Palantir for an estimated $14.3 million during the third quarter. The change represents 6.1% of Kessler's 13F reportable assets under ...

From family squabbles to inflation and FOMO, advisors reveal the frights that keep their wealthy clients up at night, and how they try to help.

The penalty, one of the biggest against a robo-advisor, comes after Ally reportedly failed to preserve more than 22 million ...