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.
Optimus Fintech Introduces Ledgers - A General Ledger Reconciliation Module, to Drive Efficiency and Transparency in Financial Close Cycles for Clients
Optimus Fintech Inc., a leading Saas platform for automating finance and payment back-office operations, announced Ledgers - a powerful general ledger reconciliation module designed to empower finance and accounting teams with unmatched precision in financial record-keeping, in-depth insights into... - November 02, 2023 - Optimus Fintech Inc.
NAFA Decries "Misguided Fiduciary Proposal"
Yesterday, the U.S. Department of Labor released its latest fiduciary rule proposal, rebranded as a “Retirement Security Rule.” With it came proposed changes to the longstanding Prohibited Transaction Exemption 84-24 that has served both retirement savers and those giving financial... - November 01, 2023 - NAFA, National Association for Fixed Annuities
Medicare Association Urges Comparison Shopping During Open Enrollment
The importance of comparison-shopping during Medicare’s Open Enrollment Period can’t be overstated according to the director of the American Association for Medicare Supplement Insurance (AAMSI). “Far too few seniors take advantage of the incredible opportunity to find better and... - November 01, 2023 - American Association for Medicare Supplement Insurance
QURECA Partners with Moody‘s to Develop "Quantum Computing for Quants" Training Course
QURECA, a leading quantum technology education and training solutions provider, is excited to announce a strategic partnership with Moody's Analytics to create a comprehensive training course, "Quantum Computing for Quants.” This initiative marks a significant step towards bridging the... - October 31, 2023 - QURECA
In-Depth Analysis: Amanda Grant Discusses Customized Payment Plans and Bankruptcy Avoidance
3D Chess Media's expert, Amanda Grant, known for her deep knowledge in personal finance, provides a comprehensive overview of the most recent financial developments. With a keen understanding of the industry, she dissects the paths to debt relief, focusing on customized payment plans and bankruptcy avoidance. - October 25, 2023 - 3D Chess Media
Shannon I. Shaw Honored as a Professional of the Year for 2023 by Strathmore’s Who’s Who Worldwide
Shannon I. Shaw, ABV, ASA, MAFF, CBA, CVA, BVAL, ABAR of Cedar Rapids, Iowa, has been recognized as a Professional of the Year for 2023 by Strathmore’s Who’s Who Worldwide Edition for his outstanding contributions and achievements in the field of accounting. About Shannon I. - October 25, 2023 - Strathmore Worldwide
Santa Barbara Registered Investment Advisor Kip Lytel & RIA firm Montecito Capital Management Recognized as 2024 Global 100 Winner for Leading Financial Planner
The 2024 Global 100, consisting of only 100 of the World’s leading firms and individuals, awards Kip Lytel, CFA, as Leading Financial Planner in his leadership role at Montecito Capital Management. This is a testament to hard work, innovation, and commitment to excellence. Global 100 provides a comprehensive understanding of firms that are leaders in their area of specialization. - October 24, 2023 - Montecito Capital Management Group
FOREXer Limited Awarded Top 100 Trusted Financial Institution in the Middle East
FOREXer Limited, a leading name in the financial industry, has proudly secured its position as one of the Top 100 Trusted Financial Institutions in the Middle East. This prestigious recognition was conferred at the Middle East Financial Markets Awards Ceremony in Dubai on September 24, 2023. - October 18, 2023 - FOREXer LLC Rep.
Association’s Find a Local Medicare Agent Helps Seniors During Medicare AEP
The American Association for Medicare Supplement Insurance’s free online directory will connect over 20,000 seniors with local Medicare insurance brokers during Medicare’s Annual Enrollment Period. “Medicare is a national program but plan options are specific to where you live... - October 18, 2023 - American Association for Medicare Supplement Insurance
Practice Panda Brings Integrated Digital Services Approach to Tax & Accounting Space
Mostad Marketing Cloud, Integer, and TaxVid, three leading solutions of digital services for tax and accounting professionals from Client Centric Communications, Inc., announced today that they are rebranding and merging into one solution called Practice Panda. This internal merger brings together years of expertise in marketing, website development, and video content creation specifically for tax and accounting firms. - October 17, 2023 - Client Centric Communications, Inc.
Digital Asset Research Announces October 2023 Crypto Exchange Vetting Results
DAR’s vetting processes bring institutional-level diligence to crypto markets and the latest vetting process results in 19 Vetted Spot Exchanges. - October 17, 2023 - Digital Asset Research
Cola Wealth Advisors Pays Tribute to Distinguished World War II Veteran at South Carolina Air National Guard Swampfoxes' Quarterly Luncheon
Cola Wealth Advisors recently honored 98-year-old World War II veteran Phillip Reams, a former tail gunner on Avenger dive-bombers, for his exceptional service and embodiment of values such as duty and honor. The firm expressed deep gratitude during the South Carolina Air National Guard Swampfoxes' quarterly luncheon, highlighting Mr. Reams' inspiring journey as a symbol of heroism and sacrifice. - October 15, 2023 - Cola Wealth Advisors
Los Angeles and Houston Seniors Have 74 Medicare Advantage Plans to Choose from
Seniors who reside in Los Angeles and Houston have 74 different Medicare Advantage plans available to choose from according to recent report published by the American Association for Medicare Supplement Insurance (AAMSI). “Next week millions of seniors will have the opportunity to evaluate... - October 12, 2023 - American Association for Medicare Supplement Insurance
Invitation to the Working Capital Forum Europe on 28 November 2023 in Amsterdam
The world’s largest specialist working capital event, Working Capital Forum Europe, returns to Amsterdam on 28 November 2023. - October 11, 2023 - Adaugeo Media
RedSense Cyber Threat Intelligence Names New Head of Product
RedSense announced today the addition of industry veteran Andrew Klein as Head of Product. - October 09, 2023 - RedSense
Devlin Law Firm, LLC and CoreXLegal Cryptocurrency Class Action
Devlin Law Firm, LLC and CoreXLegal have filed a class action on behalf of all consumers who had any fiat or cryptocurrency deposited or invested through an FTX trading platform during the time period of volatility starting before November 6, 2022 and ending after November 8, 2022 (the “Class Period”). The action was filed in the Northern District of California and is Civ. No. 3:23-cv-05038-TLT Lahav v. Binance Holdings Limited et al. - October 05, 2023 - Devlin Law Firm
Crypto Lists Hits Major Milestone: 300 BTC Casino Reviews
Crypto Lists, a leading review platform in the cryptocurrency casino niche, is delighted to announce that they have achieved a significant milestone. The company has successfully published 300 reviews of crypto and Bitcoin casinos, making it among the largest collection of such reviews online. - October 05, 2023 - Crypto Lists Ltd.
Angelo State University Launches iGrad Student Financial Literacy Platform
Multiple studies have shown that financially literate college students are more likely to graduate, perform better academically, experience less stress, have lower student loan debt and be more prepared for student loan payments after graduation. - October 05, 2023 - iGrad
Forensic Accounting Firm Announces Amber Brower Mortensen as New Shareholder
Sage Forensic Accounting, Inc., is proud to announce that Amber Brower Mortensen has been elevated to a shareholder in the firm. - October 05, 2023 - Sage Forensic Accounting, Inc.
2024 Medicare Drug Plan Premium Costs Vary Widely for Seniors
A senior in Houston will pay monthly premiums as little as 50-cents for their 2024 stand-alone Medicare prescription drug plan coverage. Or, they could pay as much as $108.30 monthly according to just-released data from the American Association for Medicare Supplement Insurance... - October 05, 2023 - American Association for Medicare Supplement Insurance
Neil H. Fishman Honored as a Professional of the Year for 2023 by Strathmore’s Who’s Who Worldwide
Neil H. Fishman, CPA, CFE, FCPA, CAMS of Boynton Beach, Florida, has been recognized as a Professional of the Year for 2023 by Strathmore’s Who’s Who Worldwide Edition for his outstanding contributions and achievements in the field of accounting. About Neil H. Fishman Neil H. Fishman... - October 04, 2023 - Strathmore Worldwide
Lucia A. Kulp Honored as a Woman of the Month for September 2023 by P.O.W.E.R. - Professional Organization of Women of Excellence Recognized
Lucia A. Kulp of Ballwin, Missouri, has been honored as a Woman of the Month for September 2023 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized) for her outstanding contributions and great success in the field of financial services. About Lucia A. Kulp Lucia A. Kulp is a... - October 04, 2023 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized
Revnue™ Industry Disruptive AI/ML-Based Asset and Contract Lifecycle Platform Now Available in AWS Marketplace
Revnue, a leading Independent Software Vendor (ISV) in Asset Lifecycle and Contract Lifecycle Management software, is thrilled to announce its availability on AWS Marketplace. - October 02, 2023 - Revnue Corp.
Pillar Life Insurance Expands MYGA Platform to Benefit Nevada Residents
Pillar Life Insurance expands to Nevada, offering secure MYGAs and empowering residents to take control of their finances. - October 01, 2023 - Pillar life Insurance
Student Loan Repayments to Resume in October: My Education Solutions Provides Student Loan Management Services for Borrowers Pressed for Time and Money
After a three-year pause, over 43 million Americans who have student loans are required to resume repayments in October. For many, adding a large expense to their monthly budget will make it difficult for them to buy homes, start businesses, and save for retirement. Foregoing monthly payments has become a serious consideration by many borrowers. However, there are options that should be considered first, including the use of Student Loan Management Firms such as My Education Solutions. - September 29, 2023 - My Education Solutions
Arlieta I. Baldwin Selected as a Distinguished Honoree Member by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized)
Arlieta I. Baldwin of Houston, Texas was chosen as a Distinguished Honoree Member for P.O.W.E.R.’s fall 2023 issue for her outstanding achievements and contributions in the field of accounting. As a valued member of P.O.W.E.R., Baldwin has received numerous other honors from the organization... - September 29, 2023 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized
Cola Wealth Advisors Honors Ex-Air Force Pilot with Fly-by Tribute at Fort Jackson National Cemetery
In Tribute to an American Hero: Cola Wealth Advisors Honors Ex-Air Force Pilot Matthew Marsh with Solemn Fly-By. - September 29, 2023 - Cola Wealth Advisors
FPC Peachtree, GA, a New Executive Search Firm, Announces Its Launch
F-O-R-T-U-N-E Personnel Consultants (FPC), a nationwide network of over 65 franchised executive recruitment offices, today announced the opening of FPC Peachtree, GA. Owned by Daniel Singer, in partnership with David Singer, FPC Peachtree will specialize in Finance, Accounting, and Technology... - September 19, 2023 - FPC National
Businesses Get Latest ezCheckprinting Check Writing Software to Streamline the Company
Entrepreneurs get peace of mind while streamling the business when utilizing the latest ezcheckprinting business software from Halfpricesoft.com. Test drive at no cost or obligation at halfpricesoft.com. - September 19, 2023 - Halfpricesoft
Las Vegas Executive Association Explores Financial Insights at the Federal Reserve Bank Branch in Los Angeles
The Las Vegas Executive Association (LVEA) embarked on a knowledge-enhancing expedition as they visited the Federal Reserve Bank Branch in Los Angeles on Tuesday, August 22. The visit aimed to foster a deeper understanding of the financial landscape, economic policies, and the intricate workings of... - September 13, 2023 - Las Vegas Executives Association
Skyward Credit Union Celebrates 25th Anniversary of Lisa Reed, VP Independence Branch
Skyward Credit Union is proud to announce the 25th anniversary for Lisa Reed, Vice President of the Independence Branch. Skyward congratulates her on her accomplishments and dedication in supporting the community of Independence and surrounding area. Lisa has contributed to the credit... - September 13, 2023 - Skyward Credit Union
Bookminders Honored as a Top Workplace Two Years Running - Further Recognized as the Best in Efficient, Effective Work
For the second year in a row, Bookminders has been designated a Top Workplace by the Pittsburgh Post-Gazette. The organization ranked 2nd out of 61 businesses in the small company category. Bookminders was further honored with a special award recognizing effective and efficient processes, standing out among 100 companies across all divisions. The company's performance also resulted in the award of every culture badge available through this assessment. - September 10, 2023 - Bookminders Pittsburgh
Micronoc Inc. Announces CSR Clean Energy Event at RE+ in Las Vegas, Showcasing Innovative Partnerships and Commitment to Social Responsibility
Micronoc Inc., a leading pioneer in clean energy solutions, is thrilled to announce its upcoming CSR Clean Energy event, scheduled for September 15, 2023, at the prestigious Caesars Palace in Las Vegas, Nevada. Building upon the success of their December 2022 event in Palm Springs, this year's... - September 05, 2023 - MicroNOC Inc.
CryptoCasino: The Newest Offering in the Crypto World
CryptoCasino is a brand new fully-licenced cryptocurrency-based casino and sportsbook that seamlessly blends the excitement of cryptocurrency with a world-class gaming experience. - September 05, 2023 - CryptoCasino
Clifty Inc Launches Free NFT Generation and Distribution Platform
Clifty, an innovative startup based in Andover, MA, announced today the launch of its software-as-a-service platform, that enables users to generate, distribute, and manage digital collectibles as non-fungible tokens (NFTs) on the Polygon blockchain. - September 02, 2023 - Clifty
New Social Network Pitchel to Connect Startups and Investors
In October, a new social network will be released that will allow startup owners to present their idea to an external audience and investors. - September 01, 2023 - Pitchel
Boom Entertainment Acquires NBC Sports Predictor to Accelerate Its Daily Fantasy Sports Growth
Popular App Will Keep “Predictor” Name and Will Launch Several Enhancements - August 31, 2023 - Boom Entertainment
Canada’s Weyburn Credit Union Teams Up with iGrad to Offer the Enrich Personalized Financial Wellness Program to Its Members
Enrich, which is used globally by more than 20,000 employers and more than 300 financial institutions, seeks to lower financial stress in a measurable way. - August 31, 2023 - iGrad
Industrial Data Labs Raises $1.5 Million in Seed Round to Drive Innovation in Industrial Sales Processes with Applied AI
Industrial Data Labs, a Houston, TX-based startup specializing in Applied AI technology for the Pipe, Valve, Fitting, and Flange (PVF) industry, is pleased to announce the successful closing of its Seed Round, securing $1.5 million in funding. This significant investment propels the company's... - August 30, 2023 - Industrial Data Labs
Seniors Save Significantly When Switching Drug Plans During Medicare AEP
Seniors saved $700 or more by switching prescription drug plans during Medicare’s prior Annual Enrollment Period (AEP) according to a just-conducted survey by the American Association for Medicare Supplement Insurance (AAMSI). “Medicare’s Annual Enrollment Period (AEP) provides... - August 30, 2023 - American Association for Medicare Supplement Insurance
NAFA Advocates Against Regulatory Overreach in SEC v. Cutter Amicus Filing
Brief Seeks to Protect Fixed Annuity Industry and Its Customers - August 25, 2023 - NAFA, National Association for Fixed Annuities
For the 7th Time, Occams Advisory Makes the Inc. 5000 in 2023
Inc. revealed that Occams Advisory, a leader in professional and business services, got featured on the 2023 Inc. 5000, its annual list of the fastest-growing private companies in America. The prestigious ranking provides a data-driven look at the most successful companies within the... - August 23, 2023 - Occams Advisory
JKS Financial Advisors Named Forbes Best-in-State Top Financial Security Professionals
Dan Jenkins & Geoffrey Kasse rank on Forbes and SHOOK Research annual list of industry professionals - August 21, 2023 - JKS Financial
Fintech Veteran Brian Ramirez Joins Resolve as Vice President of Growth and Marketing to Simplify Medical Billing
Resolve, a company dedicated to lowering medical bills on behalf of patients, today announced the addition of Brian Ramirez as Vice President of Growth and Marketing. The move marks a significant addition to the Resolve team, bringing a decade of experience in fintech and a strong track record of... - August 18, 2023 - Resolve
Ascent Equity Group Announces the Acquisition of Cabana Encanto in Goodyear, AZ
The Passive Investing Group Made by Doctors, for Doctors, Celebrates Three Years of Success with New Multifamily Value-Add Deal in one of the Top Ten Growing Cities in the United States. - August 17, 2023 - Ascent Equity Group
As Home and Auto Insurance Prices Surge, Woop Insurance, a Philadelphia Start-Up, Offers Consumers a Solution
Woop Insurance’s new product - Insurance Dashboard - gives consumers a free personalized evaluation of their insurance policy that allows members to understand the current insurance market and their policy costs and coverage, to make informed decisions for the best coverage and price. - August 17, 2023 - Its Woop
Louisiana Private Companies Raise Over $215 Million in Venture Capital in 2022, the Highest Level Recorded by Cara Stone’s Louisiana Venture and Angel Capital Report
Cara Stone, LLP (“Cara Stone”) the nation’s fastest growing capital markets law firm released the Louisiana Venture and Angel Capital Report (“Report”) which shows that Louisiana companies raised a record level of venture capital in 2022. Louisiana companies raised a total of over $215,000,000 across 34 venture capital deals in 2022. - August 17, 2023 - Cara Stone, LLP
CLM Advisors Continues Support of Bike MS: City to Shore Ride; September 30 & October 1, 2023
Leading New Jersey-based fiscal advisory and accounting firm sponsors race for 3 consecutive years. - August 17, 2023 - CLM Advisors
Chris Swendseid Named Chief Executive Officer, Julie Brutch Named Chief Lending Officer and Diane York Named Chief Financial Officer of Meadows Bank
Meadows Bank is pleased to announce that Chris Swendseid has accepted the position of Chief Executive Officer (CEO), Julie Brutch has been named Chief Lending Officer (CLO) and Diane York is the new Chief Financial Officer (CFO). - August 16, 2023 - Meadows Bank
Aurum Equity Partners, a Leading Global Private Equity Company Welcomes Sanjeev Mervana as Managing Partner
Aurum Equity Partner, a leader in private equity firm with focus on real estate assets with Data Centers & cloud services, is pleased to introduce Sanjeev Mervana as its newly appointed Managing Partner. This strategic move comes following Aurum Equity’s recent announcement of its global... - August 15, 2023 - Aurum Equity Partners