Finance News

Unlock the world of finance with information about the accounting, banking and financial services, insurance and investment industries. Catch up on the latest innovations in retail and commercial banks, personal finance management and the major players on the venture capital stage.

Harris & Harris, LTD. Announces Addition to Executive Leadership; Appoints David Peters to Chief Operating Officer

Harris & Harris, LTD. Announces Addition to Executive Leadership; Appoints David Peters to Chief Operating Officer

Leading accounts receivable management company, Harris & Harris LTD. is excited to announce the appointment of David Peters to the role of Chief Operating Officer. - May 01, 2023 - Harris & Harris

New Management for Local Self Storage Facility in Jane, Missouri

New Management for Local Self Storage Facility in Jane, Missouri

Local acquisition of Jane Self Storage is bringing professional self-storage management to the city of Jane. The facility is located at 41 Missouri Lane, Jane, MO 64856. This facility is comprised of 277 units totaling 60,955 rentable square feet, providing safe and secure climate-controlled,... - April 28, 2023 - Absolute Storage Management

New Management for Local Self Storage Facility in Aiken, South Carolina

New Management for Local Self Storage Facility in Aiken, South Carolina

Local acquisition of Absolute Storage is bringing professional self-storage management to the city of Aiken. The facility is located at 1504 Silver Bluff Road, Aiken, SC 29803. This facility is comprised of 349 units totaling 46,775 rentable square feet, providing safe and secure climate-controlled... - April 28, 2023 - Absolute Storage Management

Discover Your Path to Financial Freedom with Kennedale Oaks Investment Opportunity; Capital Playbook Podcast Show Episode 44 Premieres Today

Discover Your Path to Financial Freedom with Kennedale Oaks Investment Opportunity; Capital Playbook Podcast Show Episode 44 Premieres Today

Don't miss out on this insightful episode, "Join Our Investment Opportunity at Kennedale Oaks and Experience Financial Freedom," premiering today at 11:00 AM CST on YouTube and everywhere else podcasts are available. - April 27, 2023 - Pioneer Realty Capital

Global Excel Management Announces Strategic Partnership with WeeCompany

Global Excel Management Announces Strategic Partnership with WeeCompany

Global Excel a leading supplier of global healthcare risk management solutions, announces that it has acquired a significant position in WeeSystems SAPI de CV (WeeCompany), a LatAm based InsurTech that connects the various players in healthcare ecosystems through their automated digital platforms. - April 27, 2023 - Global Excel Management

Concord Servicing Announces New Partnership with ORKA Finance

Concord Servicing Announces New Partnership with ORKA Finance

Concord Servicing will become a loan sub-servicer for ORKA Finance, a lender that creates loan products for solar contractors and their small business customers to finance solar projects. As a loan sub-servicer for ORKA, Concord will provide solutions including billing and payment processing, re-amortizations and reporting, as well as overseeing delinquent accounts. - April 27, 2023 - Concord Servicing

Habitat for Humanity of New Castle County Announces the Launch of Almost Home - a New Pathway to Affordable Homeownership

Habitat for Humanity of New Castle County Announces the Launch of Almost Home - a New Pathway to Affordable Homeownership

Habitat for Humanity of New Castle County (HFHNCC) is pleased to announce the launch of Almost Home, a new program to help more low-income individuals become homeowners. The Almost Home Press Conference will be held on Tuesday, May 2 at 11 am on 2226 Lamotte Street in Wilmington. - April 27, 2023 - Habitat for Humanity of New Castle County

Francisco Soler Joins MAS Advisors

Francisco Soler Joins MAS Advisors

MAS Advisors, LLC, a Miami investment advisory firm, has announced the hiring of Francisco Soler as Senior Vice President and Chief Investment Officer effective April 3, 2023. "I am proud to rejoin an incredibly dynamic and talented team of professionals. MAS is a solidly established business... - April 26, 2023 - MAS Advisors, LLC

Nexdigm Named in ISG Provider Lens™ for Procurement BPO and Transformation Services

Nexdigm Named in ISG Provider Lens™ for Procurement BPO and Transformation Services

Nexdigm has been named in the Information Services Group (ISG) Lens Provider™ for Procurement BPO and Transformation Services Quadrant Report 2023. In their assessment, ISG highlights Nexdigm’s unique procurement offering built around its core service portfolio, including Contract... - April 26, 2023 - Nexdigm

Stabilize or Sink? Jasper Colin's Whitepaper Highlights the Role of Strong Risk Management in the Financial Industry

Stabilize or Sink? Jasper Colin's Whitepaper Highlights the Role of Strong Risk Management in the Financial Industry

Jasper Colin, a leading market insights and data intelligence firm worldwide, has launched a new whitepaper, titled, "Stabilize or Sink? Market Movers Face Terrifying Decisions to Restore Confidence Post Banking Failures." The whitepaper analyses the warning bells that are ringing across... - April 24, 2023 - Jasper Colin

Notice Ninja, Inc. Announces Andrew Walsh as Chief Revenue Officer

Notice Ninja, Inc. Announces Andrew Walsh as Chief Revenue Officer

Notice Ninja, Inc., a leading innovator in digital notice compliance, is pleased to announce the appointment of Andrew Walsh as their new Chief Revenue Officer. With over 30 years of experience in sales, account management, and leadership, Andrew is poised to drive growth and revenue for the... - April 24, 2023 - Notice Ninja, Inc.

Recent Study by Denver Capital Identifies Three Key Traits Shared Among Successful Investors

Successful investors share three traits: calculated risk-taking, long-term focus, and a commitment to self-improvement, according to Denver Capital's study of 125 investors. - April 24, 2023 - Denver Capital

Gary S. Williams of Williams Asset Management Honored in Forbes Best-in-State Wealth Advisors List in Maryland for 2023

Gary S. Williams of Williams Asset Management Honored in Forbes Best-in-State Wealth Advisors List in Maryland for 2023

Williams Asset Management, an independent investment and financial planning firm in Columbia, Maryland, announced that its Founder, Gary S. Williams, CFP®, CRPC, AIF® has been named to Forbes’ Best-in-State Wealth Advisors list for 2023. The list is published on Forbes.com. According... - April 22, 2023 - Williams Asset Management

Investment Industry Veteran Ryan Bailey Joins Paradigm Institutional Investments, LLC to Help Grow a One of Kind Diverse (BIPOC) Owned Investment Advisory Firm

Investment Industry Veteran Ryan Bailey Joins Paradigm Institutional Investments, LLC to Help Grow a One of Kind Diverse (BIPOC) Owned Investment Advisory Firm

Ryan Bailey joins the leadership team of Paradigm Institutional Investments, an African American owned institutional investment consulting firm who provides outsourced CIO services, serving as an extension of an institution’s staff and board. - April 21, 2023 - Paradigm Institutional Investments

René Nourse, Founder & CEO of Urban Wealth Management Group, is Recognized by Top 100 Registry as a 2023 Lifetime Achievement Award Recipient in the field of Finance

René Nourse, Founder & CEO of Urban Wealth Management Group, is Recognized by Top 100 Registry as a 2023 Lifetime Achievement Award Recipient in the field of Finance

René Nourse, Founder & CEO of Urban Wealth Management Group, based in El Segundo, California, is being recognized by Top 100 Registry, Inc. as a 2023 Lifetime Achievement Award Recipient in the field of Finance. She is due to be featured in the 2023 Top 100 Registry Q2 Edition. - April 20, 2023 - Top100 Registry Inc.

Digital Asset Research’s FTSE DAR Pricing and Exchange Vetting to Serve as the Foundation for Eurex’s Bitcoin Index Futures

Digital Asset Research’s FTSE DAR Pricing and Exchange Vetting to Serve as the Foundation for Eurex’s Bitcoin Index Futures

Eurex to Launch First European Bitcoin Index Futures based on FTSE DAR Pricing - April 17, 2023 - Digital Asset Research

Trumbull CPA and Entrepreneur Creates New Holiday; #NationalBeanCountersDay is a Day of Celebration for Accountants

#NationalBeanCountersDay is the Only Holiday Just for Accountants - April 17, 2023 - Finance Office Partners

Accounting Business Solutions by JCS: As Featured in a Spring/Summer 2023 Issue of Forbes & Fortune

Accounting Business Solutions by JCS: As Featured in a Spring/Summer 2023 Issue of Forbes & Fortune

Accounting Business Solutions by JCS is proud to announce their feature in Forbes & Fortune’s special section, Extraordinary Women in Business: Detroit, which is dedicated to highlighting women in business throughout the US who display the entrepreneurial characteristics inherent in... - April 16, 2023 - Accounting Business Solutions by JCS

OutcomesX Marketplace Launches with Deal to Move Funding Directly to Ukrainian NGOs Struggling to Access International Aid; $2 Million Committed by UBS Optimus Foundation

OutcomesX Marketplace Launches with Deal to Move Funding Directly to Ukrainian NGOs Struggling to Access International Aid; $2 Million Committed by UBS Optimus Foundation

OutcomesX, a first-of-its-kind social outcomes marketplace, launched today with a deal to transfer $2 million in relief donations from UBS Optimus Foundation clients and employees directly to local NGOs in Ukraine that are providing education and mental health services to children in-country. This... - April 13, 2023 - OutcomesX

NexGen Networks Deploys a New Point of Presence in Lithia Springs, GA

NexGen Networks Deploys a New Point of Presence in Lithia Springs, GA

Delivering enhanced customer benefits in a robust market. - April 13, 2023 - NexGen Networks

Plan to Use Wild Horses for Wildfire Fuel Mitigation Characterized as "Innovative Approach" by AM Best TV

Plan to Use Wild Horses for Wildfire Fuel Mitigation Characterized as "Innovative Approach" by AM Best TV

California nonprofit's nature-based wildfire solution recently garnered the attention of AM Best TV, which provides mission critical information to Insurance companies. - April 12, 2023 - Wildhorse Ranch Productions

Mutual Security Credit Union Teams Up with iGrad to Offer the Enrich Personalized Financial Wellness Program to Its Over 25,000 Members

Mutual Security Credit Union Teams Up with iGrad to Offer the Enrich Personalized Financial Wellness Program to Its Over 25,000 Members

Enrich is used by more than 20,000 employers and more than 300 financial institutions nationwide, with artificial intelligence technology that engages each user with the most relevant content based on financial situation and stage of life. - April 05, 2023 - iGrad

Acquire the Message House Toolkit and Elevate Your Global Presence

Acquire the Message House Toolkit and Elevate Your Global Presence

The Message House toolkit at messagehouse.com, a renowned communications resource used by major organizations worldwide, is now available for acquisition. This is a unique opportunity for global communications firms seeking to expand their client base and elevate their presence on the international... - April 04, 2023 - MessageHouse.com

Texas Medicare Insurance Rates Vary Most for Turning 65 Seniors Reports AAMSI

Everything is bigger in Texas. That includes the difference between the lowest and highest available premiums for Medicare Supplement insurance. “A man turning 65 this year in Houston can pay as little as $125 or as much as $350 monthly for Medigap Plan G coverage,” reports Jesse... - April 01, 2023 - American Association for Medicare Supplement Insurance

Page Consumer Services Awarded Top 5 Credit Repair Company in Las Vegas for 2023

Page Consumer Services Awarded Top 5 Credit Repair Company in Las Vegas for 2023

Page Consumer Services, a leading credit repair company based in Las Vegas, Nevada, has been recognized for their outstanding credit repair services and commitment to excellence by Expertise.com. Page Consumer Services has been named as one of the Top 5 Credit Repair Companies in Las Vegas for 2023, further solidifying their position as a leader in the credit repair industry. - March 31, 2023 - Page Consumer Services

Resource Royalty Announces Closing of RR XVIII

Resource Royalty Announces Closing of RR XVIII

Resource Royalty, LLC, a Dallas-based sponsor of oil and gas royalty offerings since 2010, has announced the closing of its 19th portfolio, RR XVIII. Resource Royalty XVIII, LLC, offered by Resource Royalty, LLC is a diversified portfolio of income producing mineral and royalty interests located... - March 31, 2023 - Resource Royalty LLC

FedNow Cash IP Pool Licensing Program Goes Global: Accelerating P2P and CBDC App Development Worldwide

FedNow Cash IP Pool Licensing Program Goes Global: Accelerating P2P and CBDC App Development Worldwide

The FedNow Cash Consortium has announced the global availability of the FedNow Cash IP Pool Licensing Program, aimed at accelerating the development of P2P and CBDC applications. The program offers a wide range of assets and resources to support FinTech developers in creating innovative financial solutions. - March 31, 2023 - FedNow Cash Consortium

Cola Wealth Advisors Team Overcomes Water Damage After Frozen Pipe Bursts

The Cola Wealth Advisors team recently overcame water damage at their home office in Lexington, SC after a pipe had burst due to intensely cold weather. - March 31, 2023 - Cola Wealth Advisors

Don’t Overlook Medicare Insurance Tax Deductions Advises AAMSI

Medicare eligible seniors who itemize their tax deductions should not overlook the many eligible Medicare-related expenses. “Some 15 million Americans itemize deductions on their federal tax returns,” shares Jesse Slome, director of the American Association for Medicare Supplement... - March 31, 2023 - American Association for Medicare Supplement Insurance

Cal Coast Cares Foundation to Award Over $185,000 in Student Scholarships

Cal Coast Cares Foundation to Award Over $185,000 in Student Scholarships

Application Deadline is April 30, 2023 - March 30, 2023 - California Coast Credit Union

Majority of Medicare Advantage Plans Offer Added Benefits Reports AAMSI

The vast majority of Medicare Advantage (MA) plans now include additional benefits, typically at no added charge according to a statement released today by the American Association for Medicare Supplement Insurance (AAMSI). “Promoting free benefits has definitely fueled the interest in... - March 30, 2023 - American Association for Medicare Supplement Insurance

Occams Gets Awarded on the Fortunes America's Most Innovative Companies 2023 List

Occams Gets Awarded on the Fortunes America's Most Innovative Companies 2023 List

Occams Advisory Inc. has been awarded on the Fortune list of America’s Most Innovative Companies 2023. This prestigious award is presented by Fortune and Statista Inc., the world-leading statistics portal and industry ranking provider. The awards list was announced on March 29, 2023, and can... - March 29, 2023 - Occams Advisory

NexGen Networks' High Availability and Resilient Cloud-Based Solutions Are Revolutionizing the Healthcare Industry

NexGen Networks' High Availability and Resilient Cloud-Based Solutions Are Revolutionizing the Healthcare Industry

Reliable & secure connectivity for critical application. - March 29, 2023 - NexGen Networks

Medicare Insurance Rates Vary for Philadelphia Seniors Turning 65 Reports AAMSI

A woman turning 65 in Philadelphia can pay as little as $0 or as much as $2,788 for Medicare plan coverage according to the 2023 Medicare Insurance Price Index just reported by the American Association for Medicare Supplement Insurance (AAMSI). “Picking the right Medicare plan is... - March 29, 2023 - American Association for Medicare Supplement Insurance

Plexus Financial Services Teams Up with iGrad to Offer the Enrich Personalized Financial Wellness Program to Its Over 25,000 Participants

Plexus Financial Services Teams Up with iGrad to Offer the Enrich Personalized Financial Wellness Program to Its Over 25,000 Participants

Enrich is used by more than 20,000 employers and more than 300 financial institutions nationwide, with artificial intelligence technology that engages each user with the most relevant content based on financial situation and stage of life. - March 27, 2023 - iGrad

George Smith Partners Secures $37,716,000 in Bridge Financing for a 78-Unit Multifamily Property in Hancock Park, Los Angeles

George Smith Partners, a leading commercial real estate capital markets advisor, today announced the closing of $37.7 million in bridge financing for the refinance of a 78-unit multifamily property located in the Hancock Park neighborhood of Los Angeles. “We are thrilled to have successfully... - March 27, 2023 - George Smith Partners

BlockOS AI Announces Plans to Renovate Blockchain Technology with Innovative Operative System

BlockOS AI Announces Plans to Renovate Blockchain Technology with Innovative Operative System

BlockOS AI, a technology startup focused on blockchain and AI solutions, has announced its plans to launch an innovative operative system that will allow users to mine through RAM and use AI to manage blockchain. The operative system, which will be based on GNU, will allow developers to build scalable blockchain applications with ease. With BlockOS AI, smart contracts can be written in any language, making the platform accessible to a wider range of developers. - March 27, 2023 - BlockOS AI

UnCruise Adventures Welcomes Silas Cheever as VP of Finance: A Financial Pro with a Global Outlook

UnCruise Adventures Welcomes Silas Cheever as VP of Finance: A Financial Pro with a Global Outlook

Cheever will be tasked with leading the finance team and implementing strategies to drive the company's success and financial recovery. - March 26, 2023 - Uncruise Adventures

ResClub to Launch "8ght," Enhanced Payment and Cryptocurrency Platform

ResClub to Launch "8ght," Enhanced Payment and Cryptocurrency Platform

8ght provides the fintech social e-commerce tool for ResClub, MyResClub, Best Wealth, Empactus and CSWF members, subscribers and investors. Growth and innovation through the “Power of 8ght.” - March 25, 2023 - ResClub

The Effect of Physical and Mental Health on Financial Well-Being

The Institute of Consumer Money Management (ICMM), a nonprofit public charity organization based in North Carolina funded a study to explore the Link between Physical and Mental Health and Financial Well-Being. A new literature review, titled, "Literature Review on the Effect of Physical and... - March 25, 2023 - The Institute of Consumer Money Management

8 Ways to Make Profits in the Crypto World

8 Ways to Make Profits in the Crypto World

MetaTdex provides a list of 8 ways people may attempt to make profits in the crypto world. Buy and hold: One of the simplest ways to make profits in the crypto world is to buy and hold a particular cryptocurrency for a long period of time. This strategy is commonly known as "HODLing" and... - March 24, 2023 - MetaTdex

Accounting Business Solutions by JCS Builds on Momentum of WBENC Expo and Sage 100 with All Things Manufacturing and Inside/Outside Sales CRM Software Tools Webinars

Accounting Business Solutions by JCS Builds on Momentum of WBENC Expo and Sage 100 with All Things Manufacturing and Inside/Outside Sales CRM Software Tools Webinars

Spotlighting the solutions that Sage 100 brings to mid-size manufacturing and distribution companies, Accounting Business Solutions projected a large presence at the 2023 WBENC “Momentum” Expo in Nashville, TN. - March 24, 2023 - Accounting Business Solutions by JCS

Miami Medicare Insurance Rates Vary for Florida Seniors Reports AAMSI

Seniors in Miami can save over $1,500 a year simply by selecting the right Medicare Supplement insurance coverage according to the American Association for Medicare Supplement Insurance. A Miami woman turning 65 can pay as little as $231 monthly for Medicare Supplement insurance Plan G coverage. - March 23, 2023 - American Association for Medicare Supplement Insurance

ResClub Expands in Costa Rica, Again

ResClub Expands in Costa Rica, Again

Membership Vacation Home Investment Company with its ResClub Resorts Brand lands with "Luxury Lightly" hospitality model in Ocotal, Costa Rica. - March 21, 2023 - ResClub

Solaris Hires Clemon as Partner

Solaris Hires Clemon as Partner

Solaris announces the hiring of Richard Clemon as Partner. His expertise and experience will be invaluable in helping Solaris clients navigate complex business transactions and achieve transformational growth. Rick brings almost three decades of experience in the technology, software, and life... - March 20, 2023 - Solaris by Roessel Joy

Coastal Community Credit Union Teams Up with iGrad to Offer Personalized Financial Wellness Program

Coastal Community Credit Union Teams Up with iGrad to Offer Personalized Financial Wellness Program

Enrich is one of the only financial wellness programs to offer a global product that allows multinational employers to implement one consistent, highly personalized financial wellness solution for employees in different countries. - March 20, 2023 - iGrad

Medicare Home Care Benefits 3 Million Seniors Reports AAMSI

Three million individuals benefit from Medicare Home Care Services 2023 according to latest data reported by the American Association for Medicare Supplement Insurance (AAMSI). “The Medicare program spends nearly $17 billion on home health care,” shares Jesse Slome, director of the... - March 20, 2023 - American Association for Medicare Supplement Insurance

Medicare Supplement Insurance Prices Rise, Spread Increases Dramatically Reports AAMSI

Rates for many Medicare Supplement policies increased 6 percent compared to 2022 according to new analysis conducted by the American Association for Medicare Supplement Insurance (AAMSI). The 2023 Medicare Supplement Price Index reports the lowest and highest rates for men and women turning age 65. - March 20, 2023 - American Association for Medicare Supplement Insurance

Emerald Creek Capital Lends $60.5 Million on New Condo Development in Long Island City

Emerald Creek Capital Lends $60.5 Million on New Condo Development in Long Island City

Emerald Creek Capital has provided a $60.5 million bridge loan in the Long Island City neighborhood of Queens, NY. The loan is secured by 84 condominium units totaling 71,519 square feet, primarily penthouses or located on the upper floors of a newly constructed 67-story tower. The building is the tallest skyscraper in Long Island City and offers amenities such as a fitness center, indoor swimming pool, and business center. - March 19, 2023 - Emerald Creek Capital

ResClub Introduces Empactus Investment Platform to Help Alleviate Human Suffering

ResClub Introduces Empactus Investment Platform to Help Alleviate Human Suffering

Empactus is a new investment platform powered to address the need for Empathy Impact Investment. Plan, raise and build facilities for non-profit organizations use in serving those who need it the most, from veterans and single mothers, to child hunger. Investors do well, while doing good. - March 17, 2023 - ResClub

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