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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, ...

Notetaking AI app Zocks launched new features that can automatically transfer information from client meetings to a ...

Compare how advisors and accountants differ in services, credentials and fees so you can choose the right expert for your financial needs Staff Personal Finance Editor, Buy Side Valerie Morris is a ...

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Financial advisors at the entrepreneurial level consistently face challenges in managing client relationships, growing their book of business, and ensuring operational efficiency. In a service-driven ...

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

Enterprise software investment firm Thoma Bravo is moving into the digital infrastructure space, making an investment in SDC ...

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