Many companies are trying to replace wealth advisors with artificial intelligence, but Mark Swan’s bet is that humans are ...

For seven years running, Capital Wealth Advisors has maintained its presence on the Inc. 5000 list, an accomplishment that further solidifies its position as a leader in the financial advisory ...

Edelman’s lawsuit claims Prime Capital’s allegedly improper recruiting efforts have resulted in the loss of nearly $1.5 ...

Nevis raises $40M in funding to scale its AI wealth management platform and support advisors with deeper workflow automation.

PWL Capital expanded to Atlantic Canada by acquiring Halifax-based independent wealth management firm EB Wealth. EB Wealth ...

Organizers said the goal this year is to distribute a record 9,000 turkeys, which would help feed about 8,200 people and families across Southwest Florida.

Many companies are trying to replace wealth advisers with artificial intelligence, but Mark Swan’s bet is that humans are here to stay.