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HomeTrust Bancshares, which has been eyeing Virginia as part of its growth strategy, plans to acquire the formerly troubled Blue Ridge Bancshares in an all-stock transaction.
August 17 -
Competition for loans and deposits in Texas is mounting as out-of-state banks swoop into the Lone Star State, eager for a piece of the economic pie. Some Texas-headquartered banks are trying to hold their ground by doubling down on full relationships and customer service.
August 17 -
From showing up authentically to understanding oxytocin, a session at this week's CAAFP held by The American College of Financial Services called into question some traditional industry approaches to planning.
August 6 -
Speakers at The American College of Financial Services' CAAFP like investing legend John Rogers shed light on how people fuel long-term success in the industry.
August 5 -
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In a webinar last week, Humanity Labs CEO Andrei Pop discussed "the transformative power" he said Mariner's new AI workforce will bring to the firm.
August 3 -
Fincen's Andrea Gacki will join Citi as global head of sanctions, BBVA promoted Gonzalo Rodríguez to chief financial officer, HDFC Bank penalized three senior officials for their role in a controversial deposit arrangement, and more in this week's banking news roundup.
July 31 -
SEC data compiled by Paithos Research suggests that the massive growth of RIAs looks much different when compared to their small net new clients.
July 30 -
By coordinating with a client's other financial professionals, such as lawyers and accountants, financial advisors have the potential to deliver even more value.
July 29 -
Summer meetings might pose a scheduling challenge, but financial advisors could help clients avoid costly mistakes by guiding them away from the common bias in a midyear meeting.
July 29 -
Dallas-based Texas Capital Bank will try for a second time to win shareholder support to switch its state of incorporation from Delaware to the Lone Star State, according to CEO Rob Holmes. If it succeeds, it will join a growing list of companies choosing the same path.
July 29 -
The Long Island-based regional bank gave investors a mix of good news and bad news on Friday, as it continues its strategic overhaul.
July 24 -
The Charlotte, North Carolina-based bank stopped originating marine and recreational vehicle loans during the second quarter. Executives said the change will reduce net interest income in the short term, but deliver higher profitability over the long run.
July 17 -
In its latest 2026 guidance, the Pittsburgh-based bank predicted an increase in income, but also an uptick in expenses. Much like JPMorganChase, which made a similar revision to its forecast this week, PNC views the two trends as inseparable.
July 15 -
The global bank said it's ready to take advantage of opportunities to accelerate investments into its business, with an eye toward achieving longer-term, sustainable growth. Analysts had tough questions about the plans.
July 14 -
America's fertility rate is at an all-time low, and the cost of treatment is climbing. Financial advisors discussed how to plan, both financially and emotionally, for the cost of becoming parents.
July 13 -
Two investors are in open revolt over what they see as inaction and underperformance at United Bancorporation of Alabama. Among their demands: more stock buybacks, lower expenses and new faces on the board of directors.
July 8 -
The Ensemble Practice's annual growth and profitability report reveals a "scissors shape" between the two, based on a survey of more than 170 firms.
July 7 -
Even though RIAs reached a record size in four important metrics, experts say equity values are masking weaknesses in their organic growth.
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