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Regions Financial Corp. to Announce Second Quarter 2026 Financial Results on July 17
BIRMINGHAM, Ala.--(BUSINESS WIRE)--Regions Financial Corp. confirmed the company is scheduled to release its second quarter 2026 financial results on Friday, July 17....
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Wells Fargo Investment Institute: When Every Headline Shouts, Discipline Matters Most
SAN FRANCISCO--(BUSINESS WIRE)--As 2026 moves into its second half, markets are sending mixed signals — rewarding confidence one moment and punishing it the next. Volatility, shifting economic signals, and geopolitical uncertainty have fueled a steady drumbeat of attention‑grabbing headlines, often tempting investors to react before stepping back and assessing the risk of mistimed portfolio moves. Wells Fargo Investment Institute (WFII) today released its “2026 Midyear Outlook Report: Keeping D...
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Waverly Advisors’ Affiliate Acquires Smithfield Trust Company
BIRMINGHAM, Ala.--(BUSINESS WIRE)--Waverly Advisors, LLC’s parent company (together with Waverly Advisors, LLC “Waverly”), has acquired the equity of Smithfield Trust Company, LLC (“Smithfield”). Waverly Advisors, LLC is a federally registered investment adviser (“RIA”) specializing in investment management, financial planning and wealth management services for high-net-worth individuals, families, corporate retirement plans and institutional clients. Smithfield, based in Pittsburgh, PA, manages...
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Fifth Third Launches AI-Powered Interface in Mobile App
CINCINNATI--(BUSINESS WIRE)--Fifth Third (NYSE: FITB) today announced the launch of an AI‑powered experience within its award‑winning mobile app, making it easier for customers to find what they need and complete everyday financial tasks with fewer steps. The new capability helps customers navigate Fifth Third’s mobile app more intuitively. Rather than scrolling through menus, customers can simply type what they need—such as “replace card,” “find ATM,” “transfer funds,” or “closest branch”—and...
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A Father’s Influence: How an LCNB Banker Helped Shape an NBA Career
LEBANON, Ohio--(BUSINESS WIRE)--This Father’s Day, LCNB National Bank, a Lebanon, Ohio-based bank owned by LCNB Corp. (Nasdaq: LCNB), is proud to share a story that reflects the lasting impact of fatherhood, strong community roots, and the power of giving back. At the center of this story is Mark Kennard, an LCNB Regional Sales & Relationship Manager, father, and coach, whose influence helped guide his son, Luke Kennard, from a standout local athlete to a career in the NBA. When reflecting...
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Morningstar Wealth Teams with Apollo, Franklin Templeton and J.P. Morgan Asset Management to Develop Public/Private Model Portfolios
CHICAGO--(BUSINESS WIRE)--Morningstar (Nasdaq: MORN) today announced that its Morningstar Wealth division is working with Apollo, Franklin Templeton and J.P. Morgan Asset Management to launch a suite of public/private model portfolios that give financial advisors a single, research-driven way to access private markets. Objective Portfolio Construction Meets Institutional Capabilities Morningstar Public/Private Select Series will bring together: Morningstar Wealth’s asset allocation, manager res...
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PIMCO Canada Corp. Announces Quarterly Distributions for PIMCO Canada Exchange Traded Series
TORONTO--(BUSINESS WIRE)--PIMCO Canada Corp. (“PIMCO Canada”) today announced the 2026 second quarter cash distributions for the ETF series (“ETF Series”) of the PIMCO Canada mutual funds that distribute quarterly (“Funds”). Unitholders of record of the ETF Series, at the close of business on June 23, 2026, will receive a per-unit cash distribution payable on or about June 30, 2026. Details of the per-unit cash distribution amounts are as follows: Fund Name Ticker Cash Distribution per Unit PIM...
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Longbridge Financial CEO Chris Mayer Earns Fourth Consecutive Inman Best of Finance Award
PARAMUS, N.J.--(BUSINESS WIRE)--Longbridge Financial, a leading national mortgage lender and servicer specializing in home equity solutions for older Americans, today announced that CEO Christopher Mayer, PhD, has been named to Inman's 2026 Best of Finance list for the fourth consecutive year. The annual award recognizes top executives, advisors, and entrepreneurs transforming the residential lending and real estate finance sectors. Under Mayer's leadership, Longbridge has expanded its propriet...
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MAI Capital Management Congratulates Bud Cauley on First PGA TOUR Victory, Announces Multi-Year Sponsorship
CLEVELAND--(BUSINESS WIRE)--MAI Capital Management congratulates Bud Cauley on his first PGA TOUR victory at the 2026 Canadian Open as it announces a multi-year sponsorship....
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SageSpring Wealth Partners Welcomes Five New Equity Partners
FRANKLIN, Tenn.--(BUSINESS WIRE)--SageSpring Wealth Partners is pleased to announce the addition of five new equity partners, reflecting the firm’s continued commitment to building ownership from within and aligning long-term leadership across the organization. The following individuals have become Partners at the firm: Chase Keen, CFP®, Senior Vice President Daniel Peterman, CFP®, Senior Executive Vice President Jason Plunkett, CFP®, Senior Vice President Ryan Terry, CFP®, Senior Vice Presiden...