Personal Finance News

Discover the latest in personal finance with press releases highlighting trends, tips, and strategies guiding wealth management and financial planning. Explore opportunities in budgeting, saving, investing, and retirement planning.

Mar 18, 2026 at 2:00 PM

Wells Fargo Launches National Challenge to Uncover Innovative Housing Solutions

SAN FRANCISCO--(BUSINESS WIRE)--Wells Fargo & Company (NYSE: WFC) today launched a nationwide challenge to uncover scalable, innovative housing solutions designed to help more people find homes across the country. Managed by Enterprise Community Partners, a leading national housing nonprofit, the 2026 Housing Affordability Breakthrough Challenge will award $10 million in grants across five organizations, along with technical assistance, one‑on‑one industry mentorship, and participation in n...
Mar 18, 2026 at 12:37 PM

Grant Thornton survey: CFOs accelerate tech spending as AI momentum increases

CHICAGO--(BUSINESS WIRE)--A new survey from Grant Thornton in the U.S. showed chief financial officers (CFOs) are making record investments in artificial intelligence (AI) and digital transformation while pulling back on cost cuts, even as optimism about the broader economy remains mixed. According to Grant Thornton’s Q1 2026 CFO survey, 68% of CFOs said they expect IT and digital transformation spending to increase over the next year — marking the highest level recorded in the 21 quarters the...
Mar 18, 2026 at 11:06 AM

Edgemoor Investment Advisors’ Meehan Focus Fund wins Fourth LSEG Lipper Award

BETHESDA, Md.--(BUSINESS WIRE)--Edgemoor Investment Advisors, Inc. is pleased to announce that the mutual fund it manages, the Meehan Focus Fund – MEFOX (the Fund), won the 2026 LSEG Lipper Fund Award for the “Best Fund over 5 years” among all Large Cap Core funds. The Meehan Focus Fund ranked number 1 out of 152 funds in the Large Cap Core category for the five-year period ending November 30, 2025, based on risk-adjusted returns. The Fund’s 2025 calendar year return was 21.1%, net of fees. The...
Mar 18, 2026 at 11:00 AM

Datalign Advisory Launches Custom Compliance-by-Design AI Agents for Wealth Management, Making Agentic AI Accessible to Every Advisory Firm

CAMBRIDGE, Mass.--(BUSINESS WIRE)--Datalign Advisory today announced it is opening its agentic AI platform to advisory firms across the industry. Unlike platforms that focus AI capabilities inward — streamlining advisor workflows and back-office operations — Datalign's agents are designed to be accessible to clients: supporting advisor-client relationships and delivering the firm's expertise, methodology, and branded experience in every interaction. The offering allows firms of any size to buil...
Mar 18, 2026 at 10:09 AM

Principal® Named One of the 2026 World’s Most Ethical Companies® by Ethisphere

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® has been honored as one of the 2026 World’s Most Ethical Companies® by Ethisphere, reaffirming the organization’s long-standing dedication to integrity and ethical leadership. This milestone marks the 15th time Principal has received this honor. "We’re honored to be recognized as one of the World’s Most Ethical Companies for 2026,” said Deanna Stable, chair, president and CEO of Principal. “This recognition belongs to our employees,...
Mar 18, 2026 at 10:08 AM

SoFi Ranks #1 in JD Power 2026 U.S. Investor Satisfaction Study for DIY Investors

SAN FRANCISCO--(BUSINESS WIRE)--SoFi Technologies, Inc. (NASDAQ: SOFI), the one-stop shop for digital financial services, today announced SoFi Invest has ranked #1 among do-it-yourself (DIY) brokerages nationwide in the JD Power 2026 U.S. Investor Satisfaction StudySM. The recognition underscores SoFi’s leadership in digital financial services, with its top-ranked investing platform serving as a cornerstone of a fully integrated, digital-first experience for a new generation of investors with a...
Mar 18, 2026 at 9:00 AM

U.S. Bank Named One of the World’s Most Ethical Companies by the Ethisphere Institute for 12th Consecutive Year

MINNEAPOLIS--(BUSINESS WIRE)--U.S. Bank named one of the World’s Most Ethical Companies by the Ethisphere Institute for 12th consecutive year...
Mar 18, 2026 at 9:00 AM

Council for Economic Education Reports that More States Require a Personal Finance Course to Graduate from High School, Empowering Students to Manage Money

NEW YORK--(BUSINESS WIRE)--Thirty-nine states now require personal finance courses for high school graduation, making significant progress in financial literacy education, reports the Council for Economic Education’s (CEE’s) biennial Survey of the States. Four states, California, Delaware, Colorado and Hawaii, have newly mandated students take a semester-long personal finance course to graduate from high school, impacting an estimated 2.3 million high school students. Additionally, Kentucky and...
Mar 18, 2026 at 8:05 AM

BFW Introduces AP® Business with Personal Finance Program to Help Students Build Real-World Skills

NEW YORK--(BUSINESS WIRE)--BFW Publishers Introduces AP® Business with Personal Finance textbook for new course launching 2026/27, blending AP rigor with career-relevant skills....
Mar 18, 2026 at 8:00 AM

FinTech Brands Disrupt DIY Investor Landscape, JD Power Finds

TROY, Mich.--(BUSINESS WIRE)--JD Power: FinTech Brands Disrupt DIY Investor Landscape...
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