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AI Call Summaries handle the note-taking so care center teammates can focus on clients, resolving needs faster and delivering more personalized service. CHARLOTTE, N.C.
Allen Mooney and Barnes Investment Advisors LLC lowered its holdings in Truist Financial Corporation (NYSE: TFC) by 34.7% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 18,933 shares of the insurance provider's stock after selling 10,081 shares during the
Dave Ramsey named three financial companies he personally refuses to touch, and one of them has quietly turned into a 470% stock winner over the last decade. Whether his blacklist is wisdom or a grudge depends entirely on one number hiding in your monthly statement.
Truist's new CEO inherits improving profits but still faces wide gaps to 2019 merger targets, sluggish loan growth and digital sales pressure.
Industry veteran tapped to accelerate Wealth Brokerage growth CHARLOTTE, N.C., Sept. 3, 2026 /PRNewswire/ -- Truist Wealth, the private wealth business of Truist Financial Corporation (NYSE: TFC), today announced the appointment of Tory Sherman as Wealth Brokerage national director, a newly created role focused on advancing Truist Wealth's growth strategy.
Milestone reflects data-driven innovation at Truist and their growing personalization engine, delivering proactive insights and advice that help clients better understand, manage and act on their financial lives. Why it matters: Truist Insights has generated more than 2 billion personalized financial insights and advice for consumer, small business and wealth clients since 2023, helping clients spot patterns, understand changes and take action with more confidence.
Truist and U.S. Bancorp are writing shareholders identical checks this year, but underneath that matching number, one bank is quietly building momentum while the other sits frozen in place.
TFC's NII growth is likely to remain positive in 2026, backed by loan and earning-asset growth, but loan spreads and deposit mix could limit momentum.