Wealth.com, the AI platform for wealth management firms to deliver estate and tax planning, announced it has raised $65 million in a Series B round.

Prairie View Wealth Partners ("Prairie View"), a new independent registered investment advisor (RIA) firm, today announced its official launch. The firm is co-founded by Adam Cox, Kyle Cipperley, CFA, ...

Wealth.com raises $65M to enhance AI estate planning, expand enterprise distribution, and open a New York City office in May ...

Although the S&P 500 Index has declined nearly 4% to date, it took a last-minute tweet from the White House to mitigate much ...

When it comes to building and protecting wealth, too many business leaders fall for myths and misconceptions that cost them in the long run. The Fast Company Executive Board is a private, fee-based ...

But beyond being satisfied, we also want to make sure we are able to protect and grow the wealth we have. D Magazine ...

Revised goals involve net revenue and value of assets clients entrust to bank as business has lagged Wall Street peers ...

While the megabank had previously announced an executive shakeup, it revealed that Pershing is part of a newly combined ...

As March concluded, the cryptocurrency market entered what Bybit described as a phase of healthy consolidation following earlier gains. Persistent inflation and continued hawkish ...

The rising tide of asset values led to compensation increases above 200% in some cases, but small ticks down for the chiefs ...