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.

Axiom Valuation Solutions South Africa (AVSA) Announces the Opening of Its First Office in Pretoria, South Africa

Axiom Valuation Solutions South Africa (AVSA) Announces the Opening of Its First Office in Pretoria, South Africa

AVSA is a newly incorporated firm providing independent valuation services for alternative investment funds, insurance companies, pension plans, foundations, endowments, private and public companies throughout Africa. The company also provides comprehensive pre-and-post deal due diligence reviews for middle-markets M&A transactions. - June 17, 2021 - Axiom Valuation

SkySparc Named Technology Advisor of the Year in Central Banking’s Fintech Awards 2021

SkySparc Named Technology Advisor of the Year in Central Banking’s Fintech Awards 2021

SkySparc, an independent solutions provider, has been named Technology Advisor of the Year in Central Banking’s 2021 FinTech & RegTech Global Awards, which recognize innovation in the central banking community. - June 17, 2021 - SkySparc

New Sense 2 Cents App Brings Money Management to the Whole Family

Managing money well is a science of careful calculation, forward-looking budgeting, and penny-wise prudence. Once a complicated, time-consuming process, modern technology has brought forth a revolutionary new app that makes finance fun and easy for your whole family. The new Sense 2 Cents... - June 16, 2021 - Sense 2 Cents

Bora Payment Systems Debuts Commercial Card Payment Technology for Western Alliance Bank

Western Alliance Bank is the newest Bora Reseller bank to offer the convenience of Payer Direct Hub card processing for their business clients. Effective immediately, Western Alliance customers can save A/P processing time and expense while making card the preferred form of payment for the suppliers they pay. - June 16, 2021 - Bora Payment Systems, LLC

Steve Muehler Debt Capital Markets to Fully Reopen Monday

Steve Muehler’s Debt Capital Markets, formerly the “Private Placement Debt Markets,” will fully reopen on Monday Morning. - June 15, 2021 - Steve Muehler

PRFC Announces the Appointment of New Board Members

Collaboration in the fight against complex fraud continues with the Payment Risk & Fraud Consortium's new Board of Directors. - June 14, 2021 - Payments Risk & Fraud Consortium

Anil Uzun Will Discuss the Latest Revolutions in Employee Earnings

Anil Uzun Will Discuss the Latest Revolutions in Employee Earnings

Anil Uzun will discuss the benefits of increased adoption of technology on the financial fitness of employees. The talk will be live-streamed on YouTube on June 18, Friday at 07.00pm CET. - June 11, 2021 - Anil Uzun Investments

Palm Beach Gardens, FL Based Residence Clubs International, LLC (ResClubs) Selects eVest Technology as Investor Servicing Platform

Palm Beach Gardens, FL Based Residence Clubs International, LLC (ResClubs) Selects eVest Technology as Investor Servicing Platform

In launching its property syndication division, ResClubs (www.resclubs.com) has opened it’s investment opportunities and investor servicing, compliance and reporting initiatives to a massive investor class on the eVest Technology platform. - June 11, 2021 - ResClubs

Michael Cortese of NobleSpirit and Charles Epting of HR Harmer Visit Sotheby’s to Examine World’s Most Valuable Stamp

Michael Cortese of NobleSpirit and Charles Epting of HR Harmer Visit Sotheby’s to Examine World’s Most Valuable Stamp

For an in-depth look at the stamp and their visit to Sotheby’s, watch Episode 56 of Conversations with Philatelists, which aired on Monday, June 7. - June 11, 2021 - NobleSpirit

Palm Beach Gardens, FL Based Residence Clubs International, LLC to Develop Club Villa Resort-Style Enclave and Boutique Golf Lodge at Heritage Harbour Golf Club

Palm Beach Gardens, FL Based Residence Clubs International, LLC to Develop Club Villa Resort-Style Enclave and Boutique Golf Lodge at Heritage Harbour Golf Club

Heritage Harbour Golf Club, Bradenton, Florida has reached an agreement with Residence Clubs International LLC (www.resclubs.com) to develop approximately 76 paired villas and a 64 suite golf lodge as part of Heritage Harbour Golf Club’s resort expansion project that was announced last year. - June 10, 2021 - ResClubs

George Ballew Honored with a Lifetime Achievement Award and as a Professional of the Year by Strathmore's Who's Who Worldwide

George Ballew Honored with a Lifetime Achievement Award and as a Professional of the Year by Strathmore's Who's Who Worldwide

George Ballew of Waynesboro, Virginia has been honored with a Lifetime Achievement Award and as a Professional of the Year for 2021 by Strathmore’s Who’s Who Worldwide Edition for his outstanding achievements and contributions in the field of finance. About George Ballew George Ballew... - June 10, 2021 - Strathmore Worldwide

PharmAbbie, Inc. Announces the Launch of a Reg D-506(c) Common Stock Offering

PharmAbbie, Inc. Announces the Launch of a Reg D-506(c) Common Stock Offering

PharmAbbie, Inc. is pleased to announce today that it will offer up to 3,191,489 shares of its Class D Common Stock at an offering price of $4.70 per share for an aggregate offering amount of $15,000,000. The shares will be offered to accredited investors only pursuant to Regulation D, Rule 506(c)... - June 09, 2021 - PharmAbbie, Inc.

Marketing 4 Real Results Has Joined Forces with Insperity to Offer HR Relief to Small Businesses

Marketing 4 Real Results continues to explore innovative ways to accelerate growth for small businesses, and human capital is currently at the forefront. Limited budgets and resources are always a factor to every business, connecting with employees is a great way to rise above competitors. Most... - June 07, 2021 - Marketing 4 Real Results

Billionr Launches New Site and App to the World

Billionr Launches New Site and App to the World

Billionr believes in the power of information. It is a tremendous equalizer to wealth inequality. Billionr’s Mission: To share information to shift power to those who may not have had access before by empowering the 99%, at any level of wealth, to achieve high returns in the public equity markets. - June 04, 2021 - Billionaire Business Bulletin

Vacatia Partner Services Debuts to Assist Legacy Resorts

Vacatia Partner Services Debuts to Assist Legacy Resorts

Vacatia Partner Services Debuts to Assist Legacy Resorts; All-Star Team of Vacation Ownership Professionals - June 03, 2021 - Vacatia Partner Services

KL Winterbourne Associates - Brazil Records Better Than Expected Growth in Q1

Brazilian economic growth surprises in first quarter as economy returns to pre-pandemic level. - June 03, 2021 - KL Winterbourne Associates

Vesalio Secures Class A Funding

Vesalio Secures Class A Funding

Vesalio Secures Class A Funding - June 02, 2021 - Vesalio

JG Franchise Lending Launches New Website for Securing SBA and Investment Banker Funds to Help Franchisees; Franchises Wanted for Post COVID-19 Funding Plans

JG Franchise Lending Launches New Website for Securing SBA and Investment Banker Funds to Help Franchisees; Franchises Wanted for Post COVID-19 Funding Plans

JG Franchise Lending Launches New Website for Franchise Lending. McDonalds, Burger King, Subway, Jersey Mike's, OrangeTheory Fitness, Smoothie King, Kumon, Servpro and many other franchises can benefit from released funding for COVID-19 businesses hurt by government force business closures. Franchisees need money to rebuild, renovate and expand and JG Franchise Lensing has obtained small business loans for franchises in Florida, California, Texas and all states in the USA. - June 02, 2021 - JG Franchise Lending

NAFA Partners with Fellow Industry Leaders for Annuity Awareness Month

NAFA Partners with Fellow Industry Leaders for Annuity Awareness Month

Targeted Educational Initiatives Aim to Position Distributors and Producers to Help Increase Annuity Education Nationwide - June 01, 2021 - NAFA, National Association for Fixed Annuities

A New Digital Approach to Negotiating a Debt Settlement

Fear and stress associated with dealing with overdue debts has become a thing of the past thanks to a new platform called Settled.app. The platform provides useful information on how to negotiate overdue debt with debt collectors and provides a digital platform to generate a customized debt settlement negotiation letter. - May 30, 2021 - Settled.app

SkySparc Extends Multi-Year Relationship with Dutch State Treasury Agency

SkySparc, an independent solutions provider, has extended its partnership to supply consulting and support services to the Dutch State Treasury Agency (DSTA). - May 29, 2021 - SkySparc

Woodstock Storage and Car Wash, Woodstock, GA, Sold by Midcoast Properties, Inc.

Woodstock Storage and Car Wash, Woodstock, GA, Sold by Midcoast Properties, Inc.

Midcoast Properties, Inc. announces the recent sale of Woodstock Storage and Car Wash located in Woodstock, Georgia. Midcoast Properties represented the Seller, with Michael Morrison as lead broker. The facility was sold to an in-state buyer, who formed an LLC for the purpose of acquiring the... - May 27, 2021 - Midcoast Properties, Inc.

Costs for Illinois Medicare Supplement Insurance Coverage Varies Significantly Reports AAMSI

Illinois seniors turning 65 face a wide range in what they can pay for insurance reports the American Association for Medicare Supplement Insurance (AAMSI). "Basically identical coverage for a woman can cost as little as $111-per-month or as much as $229," reports Jesse Slome, director... - May 27, 2021 - American Association for Medicare Supplement Insurance

Steve Muehler – Debt Capital Markets – Alternative Aviation Finance

Steve Muehler – Debt Capital Markets – has introduced its “Private Aviation Financing” Program. - May 26, 2021 - Steve Muehler

Commonwealth of Massachusetts and iGrad Partner to Offer Enrich Financial Wellness Platform to Current and Retired State Employees

Commonwealth of Massachusetts and iGrad Partner to Offer Enrich Financial Wellness Platform to Current and Retired State Employees

In the first statewide program of its kind, the Commonwealth of Massachusetts and San Diego-based financial education company iGrad have partnered to offer the award-winning Enrich™ financial wellness platform to 156,000 current and retired state employees. The Economic Empowerment Trust... - May 25, 2021 - iGrad

Anil Uzun Talks About the Data Security Issues FinTech Companies Are Facing

Anil Uzun Talks About the Data Security Issues FinTech Companies Are Facing

Anil Uzun talks about data security issues the companies face in the Financial Technologies sector at the time of a pandemic. - May 25, 2021 - Anil Uzun Investments

Proficient Trader App Offers Technical Insights on Stock Trading

Proficient Trader App Offers Technical Insights on Stock Trading

Proficient Trader combines extensive research skills of financial advisors and algorithmic artificial intelligence to facilitate investors with a minimum risk strategy on all United States stock trading. - May 25, 2021 - Proficient Trader

The Nathan Agencies Become Livictus Financial Services

The Nathan Agencies Become Livictus Financial Services

The Nathan Agencies proudly announces its new name, Livictus Financial Services. The Nathan Agencies, a premier financial planning firm in Western Massachusetts, is changing its name to Livictus Financial Services. Christian Sulmasy, Owner of Livictus, stated, “We are excited about our... - May 25, 2021 - Livictus Financial Services

Verb(TM) Presents June 22, 2021 Event in Support of US Olympic and Paralympic Shooters

Verb(TM) Presents June 22, 2021 Event in Support of US Olympic and Paralympic Shooters

June is celebrated as “Great Outdoors Month.” In keeping with this tradition, Verb™ Presents and Silicon Private Wealth have teamed up for a day at bucolic Coyote Valley Sporting Clays to support the non-profit USA Shooting which supports US Olympian and Paralympian Shooters. - May 24, 2021 - Silicon Private Wealth

Baker Tilly Kuwait Introduces Cybersecurity Audits for the Kuwaiti Banking Sector as One of Their Authoritative Provided Services

Baker Tilly Kuwait Introduces Cybersecurity Audits for the Kuwaiti Banking Sector as One of Their Authoritative Provided Services

The cybersecurity audit service is based on the Cybersecurity Framework for Kuwaiti Banking Sector issued by Central Bank of Kuwait (CBK). It is now a requirement for all local banks to engage an independent third-party firm to audit the cybersecurity controls to ensure their compliance with the... - May 22, 2021 - Baker Tilly Kuwait

Self Storage in Bluffton, SC, Sold

Self Storage in Bluffton, SC, Sold

Midcoast Properties, Inc. announces the sale of Village Storage, located in Bluffton, South Carolina. Dale C. Eisenman, CCIM, of Midcoast Properties, Inc., represented the seller and had the listing to market the facility. The facility was sold to a national buyer. Village Storage is located on... - May 20, 2021 - Midcoast Properties, Inc.

CompassMSP Announces Addition of Three Accomplished Leaders to Its Board of Managers

CompassMSP Announces Addition of Three Accomplished Leaders to Its Board of Managers

CompassMSP, LLC (“Compass”), a leading managed service provider with locations along the eastern seaboard and Midwest US, announced the appointment of Colin Cooper, former CEO of Whitcraft; Todd Fredrick, COO of Lease Accelerator; and Gary Pica, Founder and President of TruMethods. - May 19, 2021 - CompassMSP

David Scott Joins Meadows Bank as Regional President in Arizona

Meadows Bank announced today that David Scott has joined Meadows Bank as the Regional President in Arizona. David brings 18 years of commercial banking experience to his role overseeing the expansion of Meadows Bank’s commercial banking operations in the state. “David’s strong... - May 19, 2021 - Meadows Bank

eCTD Solutions Appoints New CEO and Changes Name to Highlight Expanded Capability

Sunny Ayr Holdings, a group of healthcare product solutions companies, is pleased to announce the change of the name of eCTD Solutions Ltd. to Omni Early Development Services and the appointment of Mark Marino, MD as Partner and Chief Executive Officer of the early product development solutions provider. - May 19, 2021 - Sunny Ayr Holdings

Commercial Private Equity is Helping the Real Estate Industry Thrive by Offering Fast Approvals and Closings for a Wide Range of Specialized Loans in Atlanta, GA

Commercial Private Equity is Helping the Real Estate Industry Thrive by Offering Fast Approvals and Closings for a Wide Range of Specialized Loans in Atlanta, GA

Commercial Private Equity is committed to offering the best home loan experience from the beginning to the very end. - May 19, 2021 - Commercial Private Equity

Latest Long-Term Care Insurance Claims Data Shared by AALTCI

The average time from when an individual purchases long-term care insurance until they start a claim is just over 14 years according to the American Association for Long-Term Care Insurance (AALTCI). "Long-term care insurance pricing presumes you pay a smaller amount for a period of time and... - May 19, 2021 - American Association for Long-Term Care Insurance

Top Fifty Best Credit Card Processing Companies Named by topcreditcardprocessors.com for May 2021

The independent authority on merchant services, topcreditcardprocessors.com, has announced their May 2021 rankings of the best Credit Card Processing Companies. - May 18, 2021 - topseos.com

BDA Expands Senior Team: Sanjay Singh Joins as Head of BDA India

BDA Partners is pleased to announce that Sanjay Singh has joined the firm as Managing Director and Head of BDA, India. He will lead the Mumbai office with BDA’s existing senior bankers in India. He will also co-head BDA’s Asian Healthcare team. Sanjay has over 20 years’... - May 17, 2021 - BDA Partners Ltd

Selma Bartlett Retires After 67 Years in Banking

Selma Bartlett Retires After 67 Years in Banking

Meadows Bank announced today that as of April 30, 2021, Selma Bartlett retired from her 67-year career as a bank officer here in Las Vegas. As one of the first female bank officers in the state of Nevada, Selma has been influential in the tremendous growth of Las Vegas, specifically Henderson. - May 13, 2021 - Meadows Bank

Farmers Group Inc. Sued by Alleged Victims of California Fire

A 90 year-old widow and her daughter, alleged victims of the Camp fire in Paradise, California, have filed a lawsuit against Farmers Insurance and Gordon Rees Scully and Mansukhani for allegedly trying to prevent their chosen attorney from representing them. - May 13, 2021 - William D. McCann, Esquire

People’s Trust Federal Credit Union Launches Enrich Financial Wellness Platform to Its 30,000 Members

People’s Trust Federal Credit Union Launches Enrich Financial Wellness Platform to Its 30,000 Members

People’s Trust Federal Credit Union has partnered with San Diego-based financial education company iGrad to offer the award-winning Enrich™ financial wellness platform to its 30,000 members. Enrich is used by more than 20,000 employers and more than 300 financial institutions... - May 13, 2021 - iGrad

PayArc Named Best Credit Card Processing Company by topcreditcardprocessors.com for May 2021

The independent authority on merchant services vendors, topcreditcardprocessors.com, has announced PayArc as the top-rated credit card processing firm for the month of May 2021. Companies featured in the rankings have shown their ability to consistently offer exceptional credit card processing... - May 13, 2021 - topseos.com

First National Closes $22.7 Million Single Family Rental Development Loan in Chicagoland

First National Closes $22.7 Million Single Family Rental Development Loan in Chicagoland

First National, a financial industry independent lender with over 30 years of history, has closed another complex, multi-property residential development transaction. - May 12, 2021 - First National

New Woman-Owned Consultancy Aims to be Mortgage Industry’s Trusted Advisor

New Woman-Owned Consultancy Aims to be Mortgage Industry’s Trusted Advisor

“Unprepared is Unacceptable.” - New Consultancy, Consigliera, Founded to Assist Mortgage Servicing Industry Through New Era of Regulatory Scrutiny, Focusing on Readiness, Innovative Solutions and Meaningful Connection with the Default Consumer.  - May 11, 2021 - Consigliera LLC

NJ Realtor Company Offers Free Home Valuations

NJ Realtor Company Offers Free Home Valuations

Haddonfield Real Estate Agency Offers Free Home Valuations due to Increased Demand for Housing - May 10, 2021 - AM Realty Advisors

Best Credit Card Surcharging Companies Named by topcreditcardprocessors.com for May 2021

The independent authority on merchant services, topcreditcardprocessors.com, has announced their May 2021 rankings of the best Credit Card Surcharging Companies. - May 10, 2021 - topseos.com

Steve Muehler – Debt Capital Markets - Introduces Its "Collateralized Synthetic Debt Obligations" Advisory Service

Steve Muehler – Debt Capital Markets – this week launched its “Collateralized Synthetic Debt Obligations” Advisory program for both the Private and Public Capital Markets. - May 10, 2021 - Steve Muehler

Proven Optics Advances to an Elite Partner in the ServiceNow Partner Program

Proven Optics Advances to an Elite Partner in the ServiceNow Partner Program

Today, Proven Optics LLC, a practitioner-founded software and Financial Management services company, announced their advancement to Elite Partner in the ServiceNow Partner Program. To become an Elite Partner, Proven Optics achieved demanding, world-class criteria, demonstrating key areas of success... - May 08, 2021 - Proven Optics

Seniors Have an Average of 20 Different Medicare Supplement Insurers to Choose from

Americans turning 65 in 2021 have an average of 20 different Medicare insurance companies offering plans reports the American Association for Medicare Supplement Insurance. Options range from a low of five insurers but most seniors have 20 or more insurers available offering Medigap coverage. - May 08, 2021 - American Association for Medicare Supplement Insurance

Award Winning Professor, Author and Financial Advisor Joins ARGI

ARGI, a Louisville-based personal and business financial advisory firm, is pleased to announce that Dr. Ron A. Rhoades, J.D., CFP® has joined the firm as a Financial Advisor and Content Specialist. Currently, Dr. Rhoades serves as Director for Western Kentucky University’s Personal... - May 08, 2021 - ARGI Financial Group

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