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LOS ANGELES--(BUSINESS WIRE)--Dwight Kay, Founder and CEO of Kay Properties & Investments, recently addressed over 150 accredited investors, emphasizing the critical importance of having access to a broad range of Delaware Statutory Trust (DST) and 721 UPREIT offerings. Kay outlined the value of diversification and the need for investors to explore multiple exchange opportunities to make informed decisions during this year’s Kay Investor Day investor conference. “We believe it is essential...

MARLTON, N.J.--(BUSINESS WIRE)--A team of five New Jersey-based financial advisors who previously managed more than $2.3 billion in client assets has launched Laurel Oak Wealth Management, a new independent registered investment advisory firm. The firm delivers personalized financial planning and investment management to clients across the U.S. Founded by industry veterans Christopher Heiser, Robert Andreacchio, Louis LaSelva, Matthew Fitzgerald, and Keith Radimer, Laurel Oak combines more than...

WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® professionals, today announced actions taken to uphold its ethical standards, imposing sanctions on 11 individuals. CFP Board is a professional body that has adopted a Code of Ethics and Standards of Conduct (Code and Standards) that benefits and protects the public and advances financial planning as a distinct and valuable profession. The Code and...

TYSONS CORNER, Va.--(BUSINESS WIRE)--Strategy™ (Nasdaq: MSTR/STRK/STRF/STRD) today announced the pricing of its initial public offering on July 24, 2025 of 28,011,111 shares of Variable Rate Series A Perpetual Stretch Preferred Stock (the “STRC Stock”), at a public offering price of $90 per share. The issuance and sale of the STRC Stock is scheduled to settle on July 29, 2025, subject to customary closing conditions. Strategy estimates that the net proceeds to it from the offering will be appro...

HONOLULU--(BUSINESS WIRE)--Central Pacific Financial Corp. (NYSE: CPF) (the "Company"), parent company of Central Pacific Bank (the "Bank" or "CPB"), today reported net income of $18.3 million, or fully diluted earnings per share ("EPS") of $0.67 for the second quarter of 2025, compared to net income of $17.8 million, or EPS of $0.65 in the previous quarter and net income of $15.8 million, or EPS of $0.58 in the year-ago quarter. "Our second quarter financial results demonstrate the continued s...

NASHVILLE, Tenn. & COLUMBUS, Ga.--(BUSINESS WIRE)--Pinnacle Financial Partners (Nasdaq/NGS: PNFP) and Synovus Financial Corp. (NYSE: SNV) today announced that they have entered into a definitive agreement to combine in an all-stock transaction valued at $8.6 billion based on the unaffected closing prices of the two companies as of July 21, 2025. This transaction creates the highest-performing regional bank focused on the fastest-growth markets in the Southeast. The combined company, which will...

GULFPORT, Miss.--(BUSINESS WIRE)--Hancock Whitney Corporation Announces Quarterly Dividend...

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Wealth Management’s Global Investment Office (GIO) has launched the Equity Vulnerability Score, a proprietary tool that can help clients and the Financial Advisors who serve them measure and rank the susceptibility of US stocks to potential future drops in value. As a risk management tool, this can help provide important insights for investors—especially those who hold concentrated equity positions, which Morgan Stanley defines as five or fewer stocks m...

WASHINGTON--(BUSINESS WIRE)--CFP Board announced that it has retained executive recruitment firm Spencer Stuart to assist in the search for its next Chief Executive Officer....

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced the successful affiliation of PATH Financial Partners (‘PATH’), a new firm led by veteran advisor Jason Oestreicher, CFP®. With $125 million in assets under administration (AUA), the Fort Lauderdale-based firm specializes in serving employees of the Florida Retirement System (‘FRS’), including educators, healthcare workers and municipal employees. Oes...