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ALEXANDRIA, Va.--(BUSINESS WIRE)--Armed Forces Benefit Association (AFBA) announced today the appointment of General Larry O. Spencer, USAF (Ret.), as Chair of its board of directors, effective January 1, 2026. “On behalf of the Armed Forces Benefit Association, I want to extend our deepest gratitude to General Craig R. McKinley for his exemplary leadership and unwavering commitment as Chair of the Board for the past 3 years. His dedication has strengthened our mission and inspired all of us to...

CANFIELD, Ohio--(BUSINESS WIRE)--Farmers National Banc Corp. (“Farmers”) (NASDAQ: FMNB), the holding company for The Farmers National Bank of Canfield (“Farmers National Bank”), today reminded shareholders to cast their votes FOR the proposed merger with Middlefield Banc Corp. (“Middlefield”) (NASDAQ: MBCN), the holding company for The Middlefield Banking Company (“Middlefield Bank”). This reminder comes ahead of the upcoming shareholder meeting that will be held virtually on February 10, 2026....

GOLDEN, Colo.--(BUSINESS WIRE)--On Tap Credit Union Launches I.P.A. Checking to Blend High-Yield Savings, Everyday Protections, and Lifestyle Perks....

SAN RAMON, Calif.--(BUSINESS WIRE)--Joe McLean announces The Pro’s Pro, a podcast dedicated to exploring what separates the great from the elite and how the best build continued success...

TAMPA, Fla.--(BUSINESS WIRE)--Multi-family office uses Opto platform to expand private markets access, deliver more personalized investments for ultra-high-net-worth client base....

TAMPA, Fla.--(BUSINESS WIRE)--Realfinity, the AI-powered mortgage infrastructure platform, and Homa, the AI-enabled homebuying platform transforming how buyers search, evaluate, and transact, today announced a strategic partnership to deliver more affordable and transparent home financing. Through this collaboration, eligible Homa buyers will have access to mortgage rates 0.75% below the national average, powered by Realfinity’s mortgage origination capabilities. Homa’s platform offers a modern...

COLUMBUS, Ohio--(BUSINESS WIRE)--Root Insurance and Kikoff announced a new partnership that brings Root’s insurance quoting and purchase experience directly into the Kikoff platform....

SAN ANTONIO--(BUSINESS WIRE)--While Gen Z (born between 1997 and 2009) is under a constant microscope as the next generation to shape the economy, Gen Alpha – those born in 2010 or later - is rapidly forming their spending and saving habits, according to new data from USAA Federal Savings Bank. In examining Gen Alpha’s money habits, this analysis of aggregated data from over 579,000 USAA Bank Youth Checking and Savings accounts also revealed the generational influence that parents may have. Par...

CHICAGO--(BUSINESS WIRE)--The Morningstar Center for Retirement & Policy Studies, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the launch of the 2026 Managed Accounts Research Series and the Defined Contribution Outcomes Model (DCOM)—a new simulation framework designed to evaluate the effectiveness of plan design interventions (including managed accounts) in workplace retirement plans. The research leverages millions of par...

DENVER--(BUSINESS WIRE)--Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced the launch of an innovative AI Scribe, a new AI-powered capability that automatically transforms live client conversations into retirement plans. The AI Scribe securely listens in on Zoom client meetings, captures the information that matters most, and automatically builds or updates an Income Lab plan, allowing advisors to stay focused on the conversation rather t...