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CAMBRIDGE, Mass.--(BUSINESS WIRE)--What if you could meet a potential customer and know exactly how to build rapport in seconds? Relationship AI from Datalign Advisory makes this possible by delivering intelligence briefs that give advisors a context-rich view of every prospect—scannable in 30 seconds. Early adopters were over 16% more likely to turn a first conversation into a qualified opportunity—lowering customer acquisition cost while saving hours of manual research. With Relationship AI,...

NEW YORK--(BUSINESS WIRE)--Raisin's new report, 2026 State of Consumer Banking Report, reveals that 65% of Americans have switched banks at least once, and nearly one-third have switched multiple times. The report’s findings highlight a clear evolution in consumer behavior: Americans are increasingly making banking decisions based on tangible benefits, digital tools, and overall value rather than sticking with familiar brands. While large banks still hold the majority of deposits, loyalty alone...

SALT LAKE CITY--(BUSINESS WIRE)--Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a strategic partnership with Focus Financial Partners (‘Focus’), an interdependent partnership of wealth management, business management and related financial services firms that collectively advise more than $500 billion in assets. The collaboration empowers Focus’s business divisions to streamline meeting workflows,...

PHOENIX--(BUSINESS WIRE)--Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced a strategic relationship with LPL Financial (‘LPL’), one of the nation’s leading wealth management firms and a leading provider of investment and business solutions to financial advisors. As part of this relationship, Wealth.com has been made available to LPL’s advisors and wealth planning teams. With a direct integration in place, LPL’s Advanced Planning Team will utili...

NASHVILLE, Tenn.--(BUSINESS WIRE)--Alto, a leading self-directed IRA platform bringing private markets to individual retirement portfolios, and Passthrough, the investor onboarding and financial crime compliance platform for private funds, today announced a strategic partnership to expand access to IRA capital for private fund managers. The collaboration addresses a growing opportunity: individual investors increasingly want to deploy retirement savings into private funds, while fund managers s...

NEW YORK--(BUSINESS WIRE)--Betterment, a trusted wealth & savings platform, and Capitalize, the industry’s award-winning platform for digital retirement account transfers, today announced a new partnership to help Betterment customers grow their wealth by more easily finding and consolidating retirement savings accounts. Through the partnership, Betterment will integrate Capitalize’s Embedded Rollover API directly into its platform, allowing Betterment customers to digitally locate and tran...

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial today announced the appointments of Scott Duba as president and Will McGough as chief investment officer (CIO). These strategic leadership moves are designed to further strengthen the firm’s executive team and support its continued national growth. Duba joined Prime Capital Financial in 2021 and has played a key role in the firm’s growth and evolution. Most recently serving as CIO and president of wealth management, where he oversaw...

TORONTO--(BUSINESS WIRE)--Immigration has never been a topic without debate, but there’s no denying that Canada has been a country built by immigrants, coming to this land for freedom and opportunity. From early newcomers to modern immigrants and refugees, there are countless stories of immigrants who have made Canada their home and made it better through community service, entrepreneurship, arts and philanthropy. Canadian Immigrant, with the support of presenting sponsor Western Union, is ther...

CHICAGO--(BUSINESS WIRE)--Northern Trust Corporation has released its fourth quarter 2025 financial results. Results can be found at https://www.northerntrust.com/about-us/investor-relations as well as on the corporation's Current Report on Form 8-K filed with the U.S. Securities and Exchange Commission (SEC) on January 22, 2026, which is available on the SEC's website at https://www.sec.gov. Webcast of Fourth Quarter Earnings Conference Call Northern Trust’s fourth quarter earnings conference...

CHICO, Calif.--(BUSINESS WIRE)--TriCo Bancshares (NASDAQ: TCBK): Executive Commentary: “The strong performance trajectory which we close 2025 and start 2026 gives us good reason to be optimistic about our future. TriCo's foundation, built with exceptional employees and customers, consistently allows us to navigate a broad range of challenges and opportunities with confidence. Execution of our long-term strategies remain our primary focus, and we believe that alignment between the current econom...