#umb-financial

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Business
from24/7 Wall St.
5 hours ago

UMB Financial Rated New Outperform: The Under-the-Radar Regional Bank Wall Street Just Discovered

UMB Financial has received an Outperform rating from Autonomous Research, indicating strong potential for growth and investment interest.
UK news
fromBusiness Matters
1 day ago

The Time to Diversify is Now: Stable Business Adapt During Times of Instability

Stable businesses adapt during instability, particularly in response to changes like the Remote Gaming Duty increase in the UK.
Law
fromwww.housingwire.com
3 hours ago

FinCEN proposes new AML rule for financial institutions

FinCEN proposed a rule to reform AML/CFT programs, focusing on effectiveness and reducing compliance burdens for financial institutions.
NYC real estate
fromFortune
3 hours ago

Housing is so expensive, even a $87 billion Wall Street bank is giving workers $6.5K in cash to get on the property ladder | Fortune

Many American workers have abandoned homeownership dreams due to a housing crisis, prompting BNY to offer financial assistance for first-time homebuyers.
Information security
fromMiami Herald
1 day ago

Maryland AG warns social media users of investment scams

Maryland Attorney General warns of rising fraudulent investment schemes on social media using deceptive tactics and artificial intelligence.
Podcast
from24/7 Wall St.
10 hours ago

Clark Howard Says Banks Are Benign Drug Dealers, Here Is What He Really Means

Pay in 4 programs are designed to encourage spending by separating payment from purchase, making it easier to accumulate debt.
fromwww.businessinsider.com
1 day ago

This hedge fund launched with billions, then cruised under the radar. It has quietly doubled in size.

Freestone Grove, an equities-focused multimanager fund launched by Citadel alums, now has more than 180 employees, according to a March filing with regulators, while assets have eclipsed $6 billion and are poised to grow further as the firm opens up to select investors this year.
Venture
Remote teams
fromThe MoCo Show
2 days ago

Maryland Ranked 4th Best State for Working From Home, According to Study - The MoCo Show

Maryland is ranked 4th best state for remote work based on affordability, comfort, and security.
Washington DC
fromTelecompetitor
2 days ago

Grain Management completes sale of Hunter Communications to Oak Hill Capital

Grain Management successfully sold Hunter Communications, enhancing its value through strategic growth initiatives in digital infrastructure.
East Bay real estate
fromThe Oaklandside
1 day ago

Affordable teacher housing is scarce. This group is trying an innovative solution in Oakland

Rooted program provides affordable housing for educators in Oakland, alleviating financial stress and promoting community investment.
London startup
fromBusiness Matters
4 days ago

Barclays bets on the high street once more with new branches and the return of the bank manager

Barclays plans to open new branches and reinstate the bank manager role to compete with digital challengers in consumer banking.
Fundraising
fromFast Company
5 days ago

Here are the 5 most impactful financial freebies every investor should claim

Tax code offers several legal provisions that allow wealth increase and income generation without IRS taxation.
Business
from24/7 Wall St.
5 hours ago

If You Invested $1,000 in Bank of America, Citigroup, or Wells Fargo 10 Years Ago

Bank of America, Citigroup, and Wells Fargo have shown distinct paths in performance and strategy for long-term investors.
fromIndependent
5 days ago

'If you are using credit cards to take out cash, you need to cut up your card' - money experts share their credit card dos and don'ts

Credit cards can be very dangerous from a financial well-being perspective, if used irresponsibly. The temptation to use one to fund a big holiday or a new sofa that you can't afford can be seriously tempting.
Relationships
East Bay (California)
fromThe Oaklandside
5 days ago

Oakland made a big financial mistake failing to collect business taxes, audit finds

Oakland failed to collect owed business taxes, exacerbating financial crises and limiting revenue needed for essential services.
SF real estate
fromwww.housingwire.com
6 days ago

Finance of America launches new reverse mortgage line of credit

HomeSafe Second Line of Credit offers a nonrevolving reverse mortgage option for accessing home equity without new monthly payments.
Cryptocurrency
fromBitcoin Magazine
6 days ago

Wall Street Firms And Crypto Companies To Review Market Structure Proposals

Crypto and banking representatives are reviewing a revised stablecoin yield proposal to resolve regulatory issues surrounding yield-bearing products.
Tech industry
fromTechzine Global
6 days ago

Oracle close to finalizing financing for Michigan data center

Oracle is finalizing $16 billion financing for a new Michigan data center to support AI applications, amid complex funding challenges.
Venture
from24/7 Wall St.
1 day ago

Wealth Manager: "Hard to See a World Where You're Not Investing in AI" Buy These Dips Now

Investing in AI is essential for long-term growth, with major companies significantly increasing their capital expenditures and revenues.
fromIndependent
1 day ago

Leaving the UAE? These are the money mistakes you need to avoid

While wealthy and glamorous influencers try to convince their followers that their upwardly mobile lives in Dubai are just peachy, in reality, many young Irish teachers and nurses are wondering whether it's time to pack up and return home.
Retirement
Women in technology
fromThe Oaklandside
1 week ago

Women and wealth: Tips for navigating your lifelong financial journey

Women are set to inherit significant wealth and are actively building their own financial futures amidst the Great Wealth Transfer.
Real estate
fromwww.housingwire.com
2 days ago

Rocket overtakes UWM in 2025 HMDA loan count

The mortgage market grew in 2025, with increased originations and consolidation among lenders despite a decline in the number of active lenders.
NYC startup
fromNew York Post
1 week ago

Major Wall Street powerhouse weighs southern move as Mamdani-led tax threats swirl

Apollo Global Management is considering relocating to the Sunbelt due to New York City's proposed tax increases on corporations.
Law
fromwww.amny.com
5 days ago

New York-based Esquire Bank expands legal portfolio into the Midwest with Signature Bank acquisition | amNewYork

Esquire Bank acquires Signature Bank for $348.4 million, expanding its portfolio and resources in the Midwest litigation market.
Business
from24/7 Wall St.
3 hours ago

JPMorgan vs. Bank of America: Wall Street Has a Clear Favorite Stock Right Now

JPMorgan Chase and Bank of America show contrasting financial performances, with JPMorgan focusing on growth through scale and innovation, while Bank of America emphasizes consistent income growth.
Venture
from24/7 Wall St.
2 days ago

Billionaires Are Buying up These 3 Stocks Like Hot Cakes

Billionaires strategically invest in stocks like Amazon, Nvidia, and Microsoft, signaling potential growth opportunities based on market conditions and company fundamentals.
#retirement-savings
Retirement
fromEntrepreneur
2 days ago

How Much Do You Really Need to Retire? This Is the 'Magic Number,' According to Americans

The ideal retirement savings target in the U.S. has risen to $1.46 million, influenced by inflation and life expectancy concerns.
Retirement
fromFortune
5 days ago

What it takes to retire comfortably in America: Nearly $1.5 million, Northwestern Mutual says | Fortune

Americans believe they need $1.5 million to retire comfortably, a significant increase from previous years, highlighting a growing retirement savings gap.
Retirement
fromEntrepreneur
2 days ago

How Much Do You Really Need to Retire? This Is the 'Magic Number,' According to Americans

The ideal retirement savings target in the U.S. has risen to $1.46 million, influenced by inflation and life expectancy concerns.
Retirement
fromFortune
5 days ago

What it takes to retire comfortably in America: Nearly $1.5 million, Northwestern Mutual says | Fortune

Americans believe they need $1.5 million to retire comfortably, a significant increase from previous years, highlighting a growing retirement savings gap.
SF real estate
fromwww.housingwire.com
1 week ago

C2 Financial's Urwin on reverse mortgage broker-lender evolution

New lender agreements are enhancing broker protections, but the reverse mortgage market must attract new borrowers beyond refinances.
from24/7 Wall St.
5 hours ago

LPL Financial Gets a UBS Buy Rating: Wall Street Sees $380 for This Wealth Management Play

UBS initiated coverage on LPL Financial with a Buy rating and a price target of $380, suggesting a measured but constructive first-impression thesis amid a challenging market environment.
Business
Real estate
fromwww.housingwire.com
1 week ago

Atlantic Bay Mortgage Group hires chief revenue officer

Gregory S. Richardson has been appointed chief revenue officer at Atlantic Bay Mortgage Group, bringing over 35 years of mortgage banking experience.
Boston real estate
fromSFGATE
2 weeks ago

Real Estate Market Trends in Baltimore, MD: Prices Fall

Baltimore's housing market is shifting in favor of buyers with increased inventory, falling prices, and longer days on market.
Business
from24/7 Wall St.
6 hours ago

Verizon Cut to Hold at DBS Bank: Is the Telecom Giant Running Out of Upside?

DBS Bank downgraded Verizon stock from 'Buy' to 'Hold', citing a fair valuation after a strong price increase.
Venture
fromTechCrunch
5 days ago

Gateway Capital announces first close of $25M Fund II | TechCrunch

Gateway Capital Partners has announced the first close of its $25 million Fund II, enabling investment operations to begin.
Business
from24/7 Wall St.
1 day ago

Old Dominion Upgraded to Equal Weight by Wells Fargo as Freight Recovery Shows Resilience

Wells Fargo upgraded Old Dominion Freight Line to Equal Weight, citing a durable freight recovery and improved demand trends.
#reits
Retirement
from24/7 Wall St.
6 days ago

Why RWR's 3.4% Yield Looks More Durable Than Most Investors Realize

The SPDR Dow Jones REIT ETF offers a 3.4% dividend yield backed by over 100 REITs, raising questions about income stability across rate cycles.
Retirement
from24/7 Wall St.
6 days ago

Why RWR's 3.4% Yield Looks More Durable Than Most Investors Realize

The SPDR Dow Jones REIT ETF offers a 3.4% dividend yield backed by over 100 REITs, raising questions about income stability across rate cycles.
NYC real estate
fromThe Daily Upside
3 weeks ago

How Advisors Are Finding Opportunities in Private Real Estate Right Now

Commercial real estate values remain 17% below 2022 peaks due to pandemic office vacancies and interest rate increases, presenting potential buying opportunities despite sector skepticism and illiquidity concerns.
#401k
Retirement
from24/7 Wall St.
6 days ago

Why Retiring Early With a Large 401(k) Balance Is Riskier Than It Looks

Early retirees face significant risks including penalties, market volatility, healthcare costs, and psychological impacts when accessing 401(k) funds.
from24/7 Wall St.
1 week ago
Retirement

Why Doctors Are Moving Money Out of Their 401(k)s and Into This Instead

RMDs from a traditional 401(k) can lead to high effective tax rates for high-income earners, especially physicians.
Retirement
from24/7 Wall St.
6 days ago

Why Retiring Early With a Large 401(k) Balance Is Riskier Than It Looks

Early retirees face significant risks including penalties, market volatility, healthcare costs, and psychological impacts when accessing 401(k) funds.
Retirement
from24/7 Wall St.
1 week ago

Why Doctors Are Moving Money Out of Their 401(k)s and Into This Instead

RMDs from a traditional 401(k) can lead to high effective tax rates for high-income earners, especially physicians.
fromHoodline
2 weeks ago

Hybrid HQ Shuffle: SC&H Packs Up Sparks, Plants Flag in Hunt Valley

The new headquarters at 226 Schilling Circle, Suite 300, provides roughly 20,000 square feet of workspace, with floor-to-ceiling windows, a cafe, and expanded conference and breakout areas. 'After 19 years in Sparks, we needed a headquarters built for how we work today and where we're headed tomorrow,' CEO Pritpal Kalsi said in the company's release.
Real estate
Business
from24/7 Wall St.
1 day ago

3 ETFs That Beat SCHD Quietly Over the Last 3 Years

The Schwab US Dividend Equity ETF is a strong fund, but three others outperform it in specific areas.
Business
from24/7 Wall St.
1 day ago

BIZD Is Generating a 9% Yield. What Could Go Wrong?

BIZD offers a 9.3% dividend yield, but concerns arise about the sustainability of income due to recent Federal Reserve rate cuts.
Boston real estate
fromwww.housingwire.com
2 weeks ago

A rival cash offer puts UWM Two Harbors deal in play

A competing $10.70 per share cash bid for Two Harbors may force United Wholesale Mortgage to increase its $1.3 billion stock offer, with UWM having three business days to respond if the bid qualifies as superior.
Venture
from24/7 Wall St.
2 weeks ago

Trinity Capital - A 14% BDC Roller Coaster

Trinity Capital offers a high yield but carries significant risks due to its venture lending focus and market fluctuations.
Business
from24/7 Wall St.
2 days ago

Capital Southwest Offers 10.6% Income and One Very Finite Safety Net

Capital Southwest's high dividend yield requires careful evaluation of its sustainability and underlying income generation.
Business
from24/7 Wall St.
3 days ago

What Schwab U.S. Dividend Equity's New Dividend Means for Investors

Dividend stocks have outperformed growth stocks in 2026, with increased investor interest in reliable income sources.
Real estate
fromwww.housingwire.com
3 weeks ago

Freedom Mortgage parent to acquire Seneca Mortgage Servicing

Freedom Superior acquires Seneca Mortgage Servicing from EJF Capital to expand its GSE-approved MSR platform and servicing capabilities, reaching a $642B portfolio.
#private-credit
Information security
fromBusiness Insider
1 month ago

Here's how private credit bosses are defending their software bets as markets scrutinize Blue Owl

Private credit firms face a reputational crisis over software loan exposure as AI threatens software-as-a-service companies, with Blue Owl experiencing record redemptions and industry leaders defending their portfolios.
Business
from24/7 Wall St.
1 week ago

Private Credit Could Crush the Stock Market: 5 Financial Dividend Giants With Zero Exposure

Private credit poses significant risks due to leverage and debt, with potential liquidity mismatches exacerbating financial instability.
Business
fromwww.businessinsider.com
2 weeks ago

Ares is the latest private credit player to limit withdrawals after investors ask to redeem their money

Ares Strategic Income Fund limits investor withdrawals to 5% amid a surge in redemption requests, reflecting broader concerns in the private credit market.
Business intelligence
from24/7 Wall St.
1 month ago

5 of Bank of America's US1 List Top Picks Also Pay Big Passive Income

Bank of America's top-rated US1 stocks offer dividend investors reliable passive income with significant upside potential, including healthcare REITs like America Healthcare REIT with 1.89% yields.
fromwww.housingwire.com
2 weeks ago

Rocket offers voluntary employee buyouts after acquisitions

Rocket Companies is offering voluntary separation packages that include tenure-based severance, health benefits for up to 12 months, and transition support, including job search assistance.
Retirement
from24/7 Wall St.
5 days ago

This ETF Pays Dividends Monthly and Yields 7.3%

The fund blends high yield corporate bonds, senior loans, and debt tranches of U.S. collateralized loan obligations (CLOs) into a single actively managed portfolio, aiming to deliver income that beats the broad bond market while keeping volatility lower than any single segment on its own.
Business
Business
from24/7 Wall St.
5 days ago

These 4 High-Yield ETFs Promise Big Payouts, but Only 1 Looks Truly Safe

Different ETFs offer varying income sources and sustainability, with distinct risks and yields.
Retirement
fromIndependent
2 weeks ago

Investing or overpaying a mortgage - which is the best use of 10,000??????????????????????

Paying off a mortgage early may not be the best use of spare cash.
Business
from24/7 Wall St.
6 days ago

Wall Street Says Buy the Dip: KeyBanc Upgrades Crescent Energy Target

Crescent Energy's stock target raised to $19 by KeyBanc, indicating a strong investment opportunity despite recent pullback.
Real estate
fromwww.housingwire.com
4 weeks ago

Private credit didn't fix middle-market CRE. It delayed a reckoning

Private credit's market expansion masked fundamental inefficiencies in commercial real estate lending that now surface as refinancing accelerates in a higher-rate environment.
Venture
from24/7 Wall St.
4 weeks ago

Bright Horizons, MSCI, and Universal Technical Institute: 3 Overlooked Stocks Worth Watching

Three service-sector companies—Bright Horizons, MSCI, and Universal Technical Institute—offer strong growth potential outside crowded mega-cap stocks.
Business
from24/7 Wall St.
1 week ago

Wall Street Turns Cautious on McCormick Ahead of Key Earnings Report

McCormick & Co. faces uncertainty with a price target cut to $58 amid acquisition and geopolitical concerns, despite recent revenue growth.
Real estate
fromwww.housingwire.com
4 weeks ago

UWM raises 2026 revenue guidance ahead of Two Harbors vote

UWM is achieving nine-figure revenue run rates from new services while AI investments enable handling 2-3x current volume without proportional staffing increases.
fromBusiness Insider
1 month ago

Money managers are hungrier than ever for obscure data to give them an edge

Hedge funds and other money managers spent $2.8 billion on alternative data in 2025, according to a new report from consultancy Neudata, a 17% jump from the year before. It's more than double what asset managers spent on alternative data in 2021, which includes a wide range of non-traditional information sources. The report projects that the total spend on alternative datasets could jump to more than $23 billion in the consultancy's bull case in 2030 and just under $8 billion in the bear case.
Data science
Business
from24/7 Wall St.
1 week ago

PennantPark's Big Yield Is Burning Through a Finite Reserve

PennantPark Investment Corporation offers a high yield but faces challenges with income generation and dividend coverage due to interest rate sensitivity.
Real estate
fromtherealdeal.com
4 weeks ago

Syndicator lender Ready Capital reports massive losses

Ready Capital reported a $232 million loss while restructuring its commercial real estate loan book, with stock down 60% and non-accruing loans rising to 25% of its portfolio.
Business
from24/7 Wall St.
1 week ago

Can Applied Digital Get Out From Under Its Debt Overhang?

Applied Digital's financial structure and growing debt will be critical topics in the upcoming fiscal Q3 2026 results announcement.
Real estate
fromwww.housingwire.com
1 month ago

Redwood Trust closes $391 million non-QM securitization

Redwood Trust closed a $391 million non-QM securitization through its new Aspire platform, targeting high-quality borrowers underserved by traditional mortgage programs.
#capital-one
Business
from24/7 Wall St.
2 weeks ago

Capital One Has Investors Spooked, but Here's What Wall Street Expects

Capital One's stock has dropped 24% year to date due to integration concerns following major acquisitions.
Canada news
fromwww.cbc.ca
1 month ago

Amid 'Buy Canadian' fervour, Canada's top pension funds still heavily invested in U.S. | CBC News

Canada's largest pension funds hold substantial U.S. assets, with the CPP investing 47% in the U.S. and only 13% in Canada.
Fundraising
fromLondon Business News | Londonlovesbusiness.com
2 months ago

The rise of private equity allocations and the implications for fund managers - London Business News | Londonlovesbusiness.com

Large private-market deals increasingly involve co-investments across sizes, with sovereign wealth funds and family offices boosting private equity allocations, changing execution and opportunities for managers.
Business
from24/7 Wall St.
3 weeks ago

One of These High Yield Funds Is Quietly Returning Your Own Money Back to You

Three income-focused funds offer different strategies: ADX uses diversified equity dividends and capital gains, while PYPY and ULTY employ covered call options that generate consistent income but cap upside potential during strong market rallies.
fromwww.housingwire.com
1 month ago

AD Mortgage launches its largest non-QM securitization yet

The deal represents a defining milestone for the firm. It reflects not only the continued strength of the non-QM RMBS market, but also the confidence investors place in our platform and in AD non-QM mortgages as a premier asset class.
Real estate
Business
fromBusiness Insider
1 month ago

Everything you want to know about the drama in private credit but were too afraid to ask

Private credit, a $3 trillion market where investors loan directly to businesses, faces scrutiny after major firms experienced significant redemptions and fund freezes, raising concerns about potential bubble risks.
Business
from24/7 Wall St.
1 month ago

Half of Global Market Cap Lives Outside the U.S. and BKIE Costs Almost Nothing to Own It

BKIE offers ultra-low-cost exposure to developed international markets at 4 basis points annually, with consistent outperformance versus EFA driven by fee savings over multiple time horizons.
from24/7 Wall St.
1 month ago

Live Earnings Analysis: BigBear.AI Reports After the Bell

The DoD's free GenAI.mil platform is the biggest overhang on the Ask Sage thesis. BigBear paid $250M for that acquisition, and if government agencies can get similar functionality for free, the return on that deal shrinks fast. Management needs to draw a clear line between what Ask Sage offers and what GenAI.mil does not.
Business
Real estate
fromwww.housingwire.com
2 months ago

Planet Financial names new correspondent regional sales manager

Scott Henley joins Planet Home Lending to manage correspondent relationships and guide lenders through Planet’s platform, leveraging over 30 years of mortgage industry leadership.
Real estate
fromwww.housingwire.com
2 months ago

NVR's Q4 and the value of staying land-light in a headwinds market

NVR’s option-focused, low-land business model reveals resilient demand and disciplined operations despite declining revenues and earnings in 2025.
fromwww.housingwire.com
2 months ago

Bright MLS appoints first chief artificial intelligence officer to lead AI strategy

AI can't just be a feature on the side of the MLS; it has to be built into the core of how we manage listings, deliver insights and support our subscribers' businesses. Rajeev brings a rare combination of deep real estate experience and technology vision that will help us turn AI into real, everyday advantages for the professionals who rely on Bright.
Real estate
Business
from24/7 Wall St.
2 months ago

Insiders Are Still Scooping Up Under Armour and WR Berkley Shares

Beneficial owners increased holdings in Under Armour and W.R. Berkley, while International Tower Hill Mines insiders made large purchases amid generally slower insider buying.
Business
from24/7 Wall St.
1 month ago

3 Tips You Need To Know If Market Slides

Investors should reduce broad technology exposure, favor healthcare and utilities, and implement risk controls such as stop losses, hedging, and predetermined sell triggers.
fromFast Company
2 months ago

4 strategies for building a 'good enough' financial plan and portfolio

Step away from those individual stocks. Forget I bonds and laddered portfolios of individual Treasury Inflation-Protected Securities. If you're a satisficer, they're not for you. Reduce your number of accounts and the holdings within them.A portfolio with fewer moving parts is easier to oversee and simpler to document in case your loved ones or a financial advisor needs to take the wheel.
Business
Business
fromBitcoin Magazine
2 months ago

Delaware Life Launches Index Annuity With Bitcoin Exposure

Delaware Life offers the first U.S. fixed index annuity tied to BlackRock's Bitcoin-balanced index, combining equity and Bitcoin exposure with principal protection.
Business
from24/7 Wall St.
2 months ago

Why Half the World's Market Value Sits Outside Your Portfolio Right Now

SCHF delivers low-cost, diversified developed-market equity exposure outside the U.S., covering ~1,300 companies with a 0.03% expense ratio and a 2.35% dividend yield.
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