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Wealth.com’s Proprietary AI, Ester Intelligence, Enters a New Era
PHOENIX--(BUSINESS WIRE)--Wealth.com, the industry’s leading estate and tax planning platform, today announced that its proprietary AI platform, Ester Intelligence, is entering a new era, expanding from document and planning intelligence into a fully integrated intelligence layer for modern wealth management. Ester Intelligence initially transformed how advisors interact with estate documents – extracting, structuring and summarizing complex legal information. Today, it extends far beyond that...
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MyVest and bondIT Launch Partnership to Enable Personalized, Tax-Efficient Fixed Income Portfolio Solutions and Trading
SAN FRANCISCO--(BUSINESS WIRE)--MyVest, a leading provider of enterprise wealth management technology, today announced a strategic partnership with bondIT, a global innovator in fixed income technology, to deliver more precise fixed income models and trading. Together, the firms aim to expand access to fixed income markets by streamlining portfolio construction and execution for institutions, wealth management organizations, and their advisors. Through this partnership, MyVest and bondIT will p...
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Charles Schwab Invites the Industry to Come Together for National Investing Day
WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab Invites the Industry to Come Together for National Investing Day...
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North Iowa Community Credit Union Launches Mahalo Digital Banking Platform
TROY, Mich.--(BUSINESS WIRE)--North Iowa Community Credit Union Launches Mahalo Digital Banking Platform...
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Founders Federal Credit Union Selects NCR Atleos for ATMaaS to Modernize Member Self-Service Experience
ATLANTA--(BUSINESS WIRE)--NCR Atleos Corporation (NYSE: NATL) (“Atleos”), a leader in expanding self-service financial access for financial institutions, retailers and consumers, today announced that Founders Federal Credit Union will leverage the Atleos ATM as a Service (ATMaaS) operating model. Serving more than 289,000 members across 50 offices in South Carolina and North Carolina, Founders Federal Credit Union is one of the region’s most trusted and member‑focused financial cooperatives, wi...
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Hope Bancorp to Report Financial Results for the First Quarter Ended March 31, 2026, on Tuesday, April 28, 2026
LOS ANGELES--(BUSINESS WIRE)--Hope Bancorp, Inc. (“the Company”) (NASDAQ: HOPE) today announced that the Company will report financial results for its first quarter ended March 31, 2026, before the markets open on Tuesday, April 28, 2026. A conference call to discuss financial results for the first quarter ended March 31, 2026, will be held on Tuesday, April 28, 2026, at 9:30 a.m. Pacific Time / 12:30 p.m. Eastern Time. A presentation deck to accompany the earnings call will be available on Hop...
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FB Financial Corporation Reports First Quarter 2026 Financial Results
NASHVILLE, Tenn.--(BUSINESS WIRE)--FB Financial Corporation (the “Company”) (NYSE: FBK), parent company of FirstBank, reported net income of $57.5 million, or $1.10 per diluted common share, for the first quarter of 2026, compared to $1.07 in the previous quarter and $0.84 in the first quarter of last year. Adjusted net income* was $58.3 million, or $1.12 per diluted common share, compared to $1.16 in the previous quarter and $0.85 in the first quarter of last year. The Company ended the first...
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Puerto Rico’s Most Quoted Luxury Real Estate Expert Christian Kleiner Named Speaker at Uncorrelated Alts Puerto Rico 2026 Following Features in Mansion Global, The New York Post, and Yahoo Finance
DORADO BEACH, Puerto Rico--(BUSINESS WIRE)--Puerto Rico: "99% of my clients come for the tax advantages." Christian Kleiner — Mansion Global, NY Post & Yahoo Finance — Uncorrelated Alts 2026....
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John Hope Bryant Named to Forbes’s List of 250 Greatest Living Self-Made Americans
ATLANTA--(BUSINESS WIRE)--Operation HOPE Founder, Chairman and CEO John Hope Bryant, one of America's most prominent voices on financial literacy, inclusion, and economic empowerment, has been named to the Forbes 250 Greatest Living Self-Made Americans list — a definitive recognition of individuals who built extraordinary lives and legacies through vision, determination, and grit. Bryant joins an elite group of entrepreneurs, innovators, and leaders – recognized as part of a list created by For...
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Nine UBS Financial Advisors in Southern California, Hawaii Named to Forbes Top Women Wealth Advisors Best-In-State
SAN DIEGO & NEWPORT BEACH, Calif. & HONOLULU--(BUSINESS WIRE)--Nine financial advisors based in Southern California and Hawaii have been named to the Forbes 2026 Top Women Wealth Advisors Best-In-State list....