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.
Your Insurance Lady Announces New Blog Post: Understanding the Insurance Marketplace: How to Choose an Insurance Agent
Working with an insurance agent can help you get through this insurance market & find the right policy. Keep reading to learn how to choose an insurance agent. - November 22, 2023 - Your Insurance Lady
Social Security's Future Faces Challenges and Uncertainties, but Program Can Be Strengthened
Social Security's Uncertain Future: Navigating Challenges and Strengthening the Vital Retirement Program - November 22, 2023 - Savings Diary
Karen E. West Chosen as Woman of the Month for November 2023 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized)
Karen E. West of Rehoboth Beach, Delaware, has been chosen as a Woman of the Month for November 2023 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized) for her outstanding contributions and achievements in the field of finance. About Karen E. West Retired after over 40... - November 21, 2023 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized
Alternative Liquidity Capital Announces Offer to Purchase Shares in Relativity Acquisition Corp.
Alternative Liquidity Capital is offering to purchase up to 153,295 Class A Common Shares of Relativity Acquisition Corp. The Company’s Shares have been halted from trading since January 2023 and this Offer provides an opportunity for investors to get cash for their investment. - November 20, 2023 - Alternative Liquidity GP LLC
GivingTuesday Reminds Us of Shared Generosity and Humanity on November 28
This year’s GivingTuesday will showcase the power of collective action as people across the globe come together to support causes that matter most to them. - November 20, 2023 - GivingTuesday
Cade & Associates Announces Its List of Key Benefits of Tax Planning for Business Owners
Accounting firm Cade & Associates provides its list of the key benefits of tax planning for business owners. Tax planning is an essential part of managing a successful business. It can help reduce tax liability, improve cash flow, inform strategic decisions, avoid penalties, save money in the long term, and provide peace of mind. Cade & Associates offers tax planning to business owners. - November 19, 2023 - Cade & Associates
Texas-Sized Success: Acquire Conquers the Lone Star State at an Unforgettable Business Conference
Selected as top-performing leaders, Acquire's finest professionals joined forces with like-minded individuals from diverse businesses across the United States for a transformative National Leadership Development Conference. Set against the vibrant backdrop of Texas, this unique opportunity allowed the Acquire team to forge valuable connections with industry frontrunners and gain insights from the most accomplished business operators nationwide. - November 10, 2023 - Acquire
Republic Financial Services Establishes New Heights in Phoenix Financial District with US Bank Tower Relocation
Republic Financial Services, a vanguard in the finance and legal sectors, proudly announces their strategic relocation to the iconic 101 North Tower, a landmark moment signifying their meteoric growth and commitment to pioneering innovations in legal and financial services. Under the dynamic... - November 08, 2023 - Republic Financial Services
Principia Names Douglas Long CEO
Principia Partners LLC, a leading solution provider for derivative and fixed income operations, today announced the appointment of Dr. Douglas V. Long as Chief Executive Officer. Dr. Long succeeds Theresa L. Adams, who has led the company for over 25 years. Ms. Adams will remain as Chairperson. Dr. - November 08, 2023 - Principia Partners LLC
Tiffany S. Moore Honored as a Woman of the Month for October 2023 by P.O.W.E.R. - Professional Organization of Women of Excellence Recognized
Tiffany S. Moore of Milwaukee, Wisconsin, has been honored as a Woman of the Month for October 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 finance. About Tiffany S. Moore Tiffany S. Moore is... - November 08, 2023 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized
Rhodium Digital Achieves Acclaim by Winning the MVP Partner Award at Deltek ProjectCon 2023
Rhodium Digital, a Deltek Premier Partner specializing in project-centric business management systems, is recognized as a Most Valuable Project (MVP) Award winner at Deltek ProjectCon 2023. Rhodium was honored with the Partner Award, celebrating their collaboration with Wade Consulting, contributing to their significant business growth. Deltek, a global leader in project-based enterprise software solutions, bestows this recognition to the most innovative among its Customer and Partner Community. - November 07, 2023 - Rhodium Digital
Abba Payments, the Developer of Abba Wallet, Names Julius T. Gbayange as President
Abba Wallet, as a peer-to-peer mobile payment platform, offers an extensive range of tools within a single, super everything app, allowing over 1.2 billion potential users across Africa and beyond to effortlessly send and receive money or crowdraise funds for their urgent needs from families, friends and colleagues, or even receive crowdfunding support from the community. - November 04, 2023 - Abba Payments Ltd.
BDA Advises Servion Global Solutions on Sale to EMK Capital
BDA Partners is pleased to announce that its client, Servion Global Solutions, a portfolio company of Everstone Capital, has been acquired by EMK Capital. Servion is a leading independent technology-agnostic provider of Customer Experience (CX) and Digital Engineering solutions. BDA Partners acted... - November 03, 2023 - BDA Partners Ltd
NAPHIA Elects Executive Leadership
The North American Pet Health Insurance Association’s (NAPHIA) Board of Directors recently held its bi-annual election to appoint its executive officers to a two-year term of service. - November 02, 2023 - NAPHIA - North American Pet Health Insurance Association
Forensic Accounting Firm Announces Clint Davis as New Shareholder
Sage Forensic Accounting, Inc., a forensic accounting firm based in Salt Lake City, Utah is proud to announce the promotion of Clint Davis to the position of shareholder with the firm. With over a decade of experience, Mr. Davis has deep knowledge of both litigious and non-litigious engagements. - November 02, 2023 - Sage Forensic Accounting, Inc.
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
Nicholas A. Ibello of Williams Asset Management®, Honored in Forbes Top Next-Gen Wealth Advisors Best in State List for 2023
Williams Asset Management, a leading wealth management firm located in Columbia, Maryland, announced that Nicholas A. Ibello, CFP®, AIF®, Senior Financial Advisor had been named to the Forbes Top Next-Gen Wealth Advisors Best in State Award list for 2023. The list is published on Forbes.com. - September 11, 2023 - Williams Asset Management
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