Browsing: Advisors

Kercheville Advisors LLC bought a new position in shares of Salesforce Inc. (NYSE:CRM – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 6,400 shares of the CRM provider’s stock, valued at approximately $1,469,000.

B. Riley Wealth Advisors Inc. increased its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 40.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 11,575 shares of the CRM provider’s stock after acquiring an additional 3,338 shares during the quarter. B. Riley…

Intuit now offers a dedicated group of industry advisors to serve as guest lecturers, mentors, and professional resources to students who are taking part in any aspect of the Accounting Futures Program. 

A 2026 Morningstar Investor Perspectives survey, which included responses from over 500 U.S. financial advisors as part of a larger multi-country study, showed that advisors are still spending more time on evaluating investment strategies than they would like. This is happening at a time when optimism about the market conditions is waning and advisors worry…

Right now, financial advisors are wondering the same thing as professionals in many fields: Will generative AI replace me?

Rithm Capital has closed a joint venture with a fund managed by DRA Advisors covering ownership of 1301 Avenue of the Americas, a flagship property within the New York office portfolio of Rithm’s Elecor Properties platform.Terms of the transaction were not disclosed.

Picture this: a worried client hops on a call with their advisor. They’re concerned about a volatile market, or they’re planning to sell their business, or they have another major financial concern that touches their personal life. They came straight to their advisor because that relationship has grown over years. The advisor knows the client…

Study identifies speed to market as an emerging competitive advantage for financial institutions.

National class action law firm offers free, confidential case evaluations to Affordable Mortgage Advisors (HMA Mortgage) customers whose personal information may have been exposed in the reported data breach.

NewEdge Advisors LLC lifted its position in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 6.6% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 90,082 shares of the CRM provider’s stock after purchasing an additional 5,584 shares during the quarter. NewEdge…