Sun Life Strengthens High-Net-Worth Advisory Capabilities as 100 Advisors Complete Exclusive CTEP Certification Program

Marking a significant milestone in its commitment to elevating expertise within its high-net-worth advisory team, Sun Life Philippines announced that 100 financial advisors have successfully completed an exclusive delivery of the Chartered Trust and Estate Planner (CTEP) program. 

A specialized program, CTEP equipped participating advisors with advanced knowledge across six comprehensive modules covering estate planning fundamentals, estate taxation, wills and trust strategies, gifting and life insurance planning, business succession arrangements, and special powers of attorney.

Delivered by seasoned financial industry experts, the CTEP curriculum combined comprehensive theoretical knowledge with practical case studies, enabling advisors to apply learning immediately to real-world client scenarios involving business succession, philanthropic structuring, and incapacity planning.

UnionBank Private wins triple global awards for next-generation wealth management excellence

Union Bank of the Philippines (UnionBank) has earned multiple international recognitions at the prestigious Global Private Banker Innovation Awards 2026, underscoring its commitment to helping clients build and preserve their financial legacy through tailored wealth management solutions and NextGen empowerment. Through UnionBank Private—its highest-tier wealth management segment serving ultra-high-net-worth individuals—the Bank was recognized for delivering holistic and forward-looking financial solutions, securing three major accolades:

Best Next-Generation Offering - Philippines

Best Private Bank for Client Experience – Philippines

Excellence in Intergenerational Services by a Private Bank

Ate Shawie’s grocery list comes with advice on life’s essentials

Imagine walking into a supermarket and seeing Megastar Sharon Cuneta working as a clerk, helping shoppers fill their carts. One moment, she's at the checkout counter recommending must-have essentials; the next, she's strolling through the aisles, sharing practical tips and chatting with shoppers like everyone's trusted Ate.

This is the premise of InLife's latest campaign featuring InLife's Dreamweaver Sharon Cuneta, which encourages Filipinos to rethink what truly belongs on their essentials list. Through familiar grocery staples and relatable life moments, the campaign delivers a timely reminder that insurance is no longer just a luxury but an essential part of protecting the people and future we value most.

Your Mid-Year Money Reset: Five Ways to Make the Rest of 2026 Count

There's something about the middle of the year that makes people reassess everything: the routines they've kept, the goals they've quietly abandoned, and the habits they want to change. Money shouldn't be any different.

Halfway through 2026 isn't just another milestone on the calendar, it's an opportunity to check whether your financial habits are still helping you get where you want to go. Because the smartest financial plans aren't the ones you never change, they're the ones that evolve as life does.

Whether your priorities have shifted or you're simply looking to finish the year stronger, here are six practical ways to give your finances a mid-year reset with Maya, the country's #1 Digital Bank and leading all-in-one fintech platform.

Security Bank refinances 17.4 MW Hermosa solar plant

Security Bank, CN Green Roof Asia, Climate Fund Managers, and Norfund have partnered to support renewable energy delivery to Bataan communities. Seated (L-R): Marie Carmela Lim, Sales and Acquisition Head, Security Bank; Virgilio Chua, President and CEO, Security Bank Capital and Investment Corporation; Yvonne Joanna Marcelo, Corporate Banking Group Head, Security Bank; Steve Rawles, CEO, CN Green Roof Asia; John Benedict Victorino, Senior Investment Manager, Climate Fund Managers; and Ryan Oetama, Investment Manager, Climate Fund Managers. Standing (L-R): Marvin Matias, Coverage and Origination Team Head, Security Bank Capital and Investment Corporation; Josh Carlo Samson, Other Fiduciary Services Dept. Head, Security Bank; Westin Raymond Contreras, Investment Consultant, CN Green Roof Philippines; Michael Patrick Cruz, Corporate Banking Team Head, Security Bank; Mary Joy Flores, Finance Manager, CN Green Roof Philippines; Donna Talledo, Legal Consultant, CN Green Roof Philippines; and Emylou Jane Juanillo, Corporate Banking Jr. Relationship Manager, Security Bank

In line with our evolving brand identity, the company, formerly known as Insular Life, is now officially referred to as InLife.

Beyond the paycheck: When enough is not enough

True financial security requires not just an income but also the right partner to achieve it. 

Many people believe they have achieved financial independence when they can provide for their basic needs, pay the bills and still enjoy life’s little luxuries.

But ask anyone who has experienced a serious illness, lost a loved one unexpectedly, or reached retirement without adequate savings, and they will tell you that income alone does not guarantee financial security.

Security Bank Capital named FinanceAsia’s Best Domestic Debt Capital Markets House

Virgilio Chua, President and CEO of Security Bank Capital, received the Best Debt Capital Markets (DCM) House – Domestic award from Jasmine Tai, Associate Head of Conferences at FinanceAsia and Corporate Treasurer Corporate Treasurer at Haymarket Media Group, during the FinanceAsia Awards 2026 ceremony held on June 25 at Conrad Hong Kong.

Security Bank Capital Investment Corporation (“Security Bank Capital”), the wholly owned investment banking arm of Security Bank Corporation, has been named Best Debt Capital Markets (DCM) House – Domestic at the FinanceAsia Awards 2026 held in Hong Kong on June 25, 2026.