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AI is Transforming Investing. What’s in it For Investors?

Explore how AI is revolutionizing investment management—from risk modeling to portfolio optimization. Learn how Swarm AI and predictive tools empower financial advisors and investors to make smarter, more confident decisions.

Feb 26, 2023

Media appearances

Fortune: Ted Braun Featured in “How Much Money You Need to Make to Afford a $600,000 Home”

Ted Braun, Senior Vice President and Financial Advisor at Wealth Enhancement Group, was featured by Fortune in an article titled “How Much Money You Need to Make to Afford a $600,000 Home.”

Ted Braun CFP®

Feb 23, 2023

Media appearances

Barron’s: Marti Awad Featured in “Financial Advisors Share the Big Mistakes They See Investors Make”

Marti Awad JD, CFA, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by Barron’s in an article titled, “Financial Advisors Share the Big Mistakes They See Investors Make.”

Marti Awad CFA®, CFP®, CEPA®, JD, LL.M.

Feb 21, 2023

Media appearances

Barron’s: Marti Awad Featured in “Financial Advisors Share the Big Mistakes They See Investors Make”

Marti Awad CFA®, CFP®, CEPA®, JD, LL.M.

Feb 21, 2023

Media appearances

Fortune: Brian Kuhn Quoted in “If You’re Hoping to Boost Your Savings—Primis Bank is Offering a 4.35% APY on its Personal Savings Account”

Brian Kuhn CFP® CLU®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was quoted in a Fortune article titled “If You’re Hoping to Boost Your Savings—Primis Bank is Offering a 4.35% APY on its Personal Savings Account”

Brian Kuhn CFP®, CLU®, ChFEBC®, CLTC®, CMFA

Feb 20, 2023

Media appearances

Fortune: Brian Kuhn Quoted in “If You’re Hoping to Boost Your Savings—Primis Bank is Offering a 4.35% APY on its Personal Savings Account”

Brian Kuhn CFP®, CLU®, ChFEBC®, CLTC®, CMFA

Feb 20, 2023

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AI is Transforming Investing. What’s in it For Investors?

Fortune: Ted Braun Featured in “How Much Money You Need to Make to Afford a $600,000 Home”

Barron’s: Marti Awad Featured in “Financial Advisors Share the Big Mistakes They See Investors Make”

Barron’s: Marti Awad Featured in “Financial Advisors Share the Big Mistakes They See Investors Make”

Fortune: Brian Kuhn Quoted in “If You’re Hoping to Boost Your Savings—Primis Bank is Offering a 4.35% APY on its Personal Savings Account”

Fortune: Brian Kuhn Quoted in “If You’re Hoping to Boost Your Savings—Primis Bank is Offering a 4.35% APY on its Personal Savings Account”