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.
Converged Technology Professionals is Named a RingCentral Premier Partner
Converged Technology Professionals in Crystal Lake, Illinois, is named a RingCentral Premier Partner after an excellent year of global sales with enterprise clients in the financial, manufacturing, legal, government and education industries. - February 17, 2021 - Converged Technology Professionals
SuccessFluent Gains Ground as a Financial Service Firm in USA, Representatives Claim
SuccessFluent, a growing financial service and accounting firm in the USA, recently showcased, at its annual conference, its mounting portfolio of clientele, along with the plethora of positive reviews the firm received for its operations. - February 16, 2021 - SuccessFluent
Kyle Hall Appointed Vice Chairman, ETA Technology Committee
The Electronic Transaction Association (ETA) appoints Kyle Hall as Co-Chairman of the ETA Technology Committee. Hall is poised to develop thought leadership around current and emerging payments technologies. He and the committee will continue to create resources for merchants and other ETA members... - February 16, 2021 - PayKings
Survey: How Much Americans Pay to Prepare and File Their Taxes
The IRS estimates that 70% of Americans qualify for free tax filing, but our latest survey found that only 25% filed for free. Furthermore, 58% spent $50 or more to file their taxes. - February 15, 2021 - The College Investor
iGrad and Grand Valley State University Provide Financial Literacy Education to TRIO Students
Grand Valley State University and iGrad partner to provide college students with interactive financial literacy education. - February 15, 2021 - iGrad
Sundie Seefried Ends Career as CEO of Partner Colorado Credit Union to Lead New Cannabis Company
Sundie Seefried Chooses to End Career as CEO of Partner Colorado to Lead New Cannabis Company - February 12, 2021 - Partner Colorado Credit Union
Shipping Specialists, Luggage Free, Partnering with Timbers Resorts, a Global Developer and Operator of Luxury Hotels, Resorts and Residences
Collaboration ensures seamless travel to the privacy and serenity of Timbers Resorts properties. - February 11, 2021 - Luggage Free
FS Stapleton Alliance - Dollar Set to Decline in 2021
FS Stapleton Alliance – Huge monetary and fiscal stimulus in the world’s largest economy will weaken the US dollar significantly this year say analysts. - February 10, 2021 - FS Stapleton Alliance
Beyond Spots & Dots Wins Communitas Award for Social Responsibility
Agency is internationally recognized for its dedication to supporting community members. - February 10, 2021 - Beyond Spots & Dots, Inc.
3Alpha LLC Helps Striving Business Gain Success by Improving Internal Data Transmission and Enhancing Business Capabilities
3Alpha LLC is helping small and medium-sized businesses reach their true potential by using its expertise in the fields of engineering, accounting, and data processing & analytics. - February 10, 2021 - 3Alpha LLC
Meadows Bank Total Loans Increase 24.4% and Deposits Increase 20.8%
Meadows Bank, headquartered in Las Vegas, NV, today released its year-end 12/31/2020 unaudited financials. The most notable numbers for the period were Total Loans and Total Deposits. Total Loans as of December 31, 2020 were $1.0 billion, a 24.4% growth or $196.7 million over loans outstanding at... - February 09, 2021 - Meadows Bank
Spektral Investment Bank to Acquire Shares of BTCBAM
Spektral Investment Bank, a recently founded investment bank with 800 million EU paid in kind capital that is composed of exclusive licenses of pharmaceutical drug patents and valuated mining licenses have concluded an acquisition deal with BtcBam team, a renowned software company that owns 7... - February 09, 2021 - Spektral Investment Bank
Hilton Jones Named Consultant at RT Environmental & Construction Professional
Hilton Jones has been named a consultant within the Environmental and Construction Professional (ECP) Practice of RT Specialty. Based in San Francisco, California, Hilton is responsible for expanding the company’s presence as a premium resource for access to environmental and... - February 09, 2021 - R-T Specialty, LLC's Environmental & Construction Professional Practice
CompassMSP Announces Expansion Into New England and a New CEO
CompassMSP marks their next phase of growth, acquiring IT Direct, an IT services company headquartered in Hartford, CT while also announcing IT Direct Founder and CEO, Ari Santiago, as CEO for the expanded organization. - February 08, 2021 - CompassMSP
Private Placement Markets to Expand Into Life Insurance & Annuities in the Spring of 2021
Steve Muehler today announced that Private Placement Markets will expand into Life Insurance and Annuity Brokerage in the Spring of 2021. - February 05, 2021 - Steve Muehler
Strong Growth Drives SkySparc to Fifth "Gazelle" Award
SkySparc, an independent solutions provider, has been recognized for the fifth time as one of Sweden’s fastest growing companies by Dagens Industri, the leading financial newspaper. - February 04, 2021 - SkySparc
Private Placement Markets to Exit Private Real Estate Lending and Grow Its CMBS Operations
Private Placement Markets to begin the process of shrinking its Private Commercial Real Estate Markets Operations and Growing its CMBS Market. - February 04, 2021 - Steve Muehler
BDA Advises Kim Dental on US$24M Series B Capital Raise Led by Asia Impact Investor ABC World Asia
BDA Partners is pleased to announce that its client, Kim Dental, Vietnam’s largest private dental care platform, has raised US$24m in Series B round. The investment was led by ABC World Asia, a PE fund dedicated to impact investing across Asia, seeded by Temasek. Proceeds from the round,... - February 03, 2021 - BDA Partners Ltd
LEORON Institute Announces Val Jusufi as New CEO
Leading EMEA training provider LEORON Institute is delighted to announce the appointment of Val Jusufi as its new CEO, effective January 1, 2021. A founding member of LEORON, Mrs. Jusufi has led the executive and leadership team since 2010 – acting successively as Head of Business... - February 03, 2021 - LEORON Institute
Medivest Celebrates 25 Years in Business with the Unveiling of a New Logo and Website
Medivest Benefit Advisors, Inc. (“Medivest”), a leader in Medicare Secondary Payer (MSP) services and settlement planning, proudly announces its 25th year in business. In celebration of this milestone, Medivest is debuting a new company logo and website today. Medivest’s new logo... - February 01, 2021 - Medivest
Manhattan West Asset Management Selects Bob Gold & Associates as Public Relations Agency of Record
Los Angeles-Based Financial Services Firm Taps Nationally Recognized PR Firm to Elevate Comprehensive Investment Solutions - January 31, 2021 - Bob Gold & Associates
Cal Coast Partners with Trust & Will to Offer Members Easy, Affordable Estate Planning
California Coast Credit Union partners with Trust and Will to offer its members easy and affordable estate planning. - January 30, 2021 - California Coast Credit Union
New Book Release, "Big Data Science in Finance," by Marco Avellaneda and Irene Aldridge
The new book presents the cutting-edge information on the upcoming developments in Finance, cutting across all sectors and functions. - January 29, 2021 - Big Data Science in Finance, the Book
Global Corporate Credit Risk Increased 20% in 2020, with More than Half of Corporate Bonds Falling Below Investment Grade, According to Credit Benchmark Year-in-Review
New Report Tracks Historic Decline in Credit Quality Across Corporates, Sovereigns and Leveraged Loans - January 28, 2021 - Credit Benchmark
Low-Code Platform Aurachain and Leading Point Form Partnership to Drive Accelerated Business Transformation in Financial Markets
Aurachain, provider of the leading low-code application development platform for automation of both digital process and blockchain applications, today announced a value-added partnership with the highly regarded UK digital transformation company, Leading Point. The agreement will see... - January 28, 2021 - Aurachain AG
Eric J Dalius Offers a New Scholarship Through Eric Dalius Giving 2021
Eric Dalius is pleased to announce new scholarship opportunities for students who can demonstrate academic excellence and leadership qualities. To ease tuition fees, these opportunities are being offered through the Eric Dalius Giving 2021 Program to students studying at accredited universities throughout the United States. - January 27, 2021 - Eric Dalius Grant
DekaBank Enters Multi-Year Partnership with SkySparc
SkySparc, an independent solutions provider, has entered into a multi-year master agreement to provide Wallstreet Suite (WSS) services to DekaBank, the centralized asset management service provider for Germany’s Sparkassen public savings banks. - January 27, 2021 - SkySparc
iGrad Launches Debt Letter Initiative as Part of Student Financial Wellness Program
Dickinson College becomes the first school to use iGrad's new student loan debt letter service in conjunction with the interactive student financial wellness platform. - January 26, 2021 - iGrad
Consumer Investing Platform Invezz Rebrands Website as Part of Expansion Plans
As part of the platform’s planned expansion in 2021, Invezz has recently undergone a complete redesign of its website, invezz.com. The new design introduces a cleaner layout, and host of new navigation features to make it easier than ever for people to access information and reach their financial goals. - January 26, 2021 - Invezz
Honda Federal Credit Union Partners with iGrad to Offer the Enrich Financial Wellness Platform to Its Nearly 70,000 Members
Honda Federal Credit Union will integrate iGrad's interactive Enrich financial wellness platform into offering for all credit union members. - January 25, 2021 - iGrad
Anil Uzun Talks About the Future of Bitcoin on YouTube
Anil Uzun will be attending a live broadcast on YouTube to talk about the future of Bitcoin and the cryptocurrencies. The programme will be broadcasted live at 09:00pm on 23.02.2021. - January 23, 2021 - Anil Uzun Investments
Private Placement Markets to Open Aircraft Financing Division
Steve Muehler today announced that Private Placement Markets will open a division of the firm exclusively for the financing of Private & Commercial Aircraft, both with pilot and with no pilots. - January 23, 2021 - Steve Muehler
Rockport VAL’s API is Driving New Efficiencies for Commercial Real Estate Valuation Professionals
Leading Brokerage Firms, Lenders, Appraisers, Owners/Investors and Due Diligence Providers Are Imbedding VAL Directly Into Their Workflow - January 23, 2021 - Rockport VAL, LLC
Santa Barbara Investment Advisor, Kipley Lytel, Best Financial Advisor in 2021 Expertise Ratings
For the fourth year in a row, Montecito Capital Management’s owner, Kipley Lytel CFA, has made the Top 22 Advisor List of Financial Advisors out of a field of 900 financial peer advisors. - January 22, 2021 - Montecito Capital Management Group
Denarius Announces Beta of Kronos Wallet and Chat
Kronos, a new application beta from the developers of Denarius (D), provides people a way to socialize and transact without a central authority. This new proof of concept takes decentralization, blockchain and privacy to the next level. - January 21, 2021 - Denarius
Kevin Sarney Joins Charles River CFO to Lead Life Sciences Practice
Charles River CFO, Inc. (CRCFO), a provider of part-time and interim CFO and accounting services, today announced Kevin Sarney has joined the leadership team as the Life Sciences Practice Leader and CFO. With over 20 years of experience in public and private life sciences companies, Kevin will lead... - January 21, 2021 - Charles River CFO
Long-Term Care Insurance Cost of Waiting Index Released by AALTCI
The cost of delaying when you purchase long-term care insurance can be as much as 147 percent according to new data released by the American Association for Long-Term Care Insurance (AALTCI). "The cost for long-term care insurance is based on your age when you apply among other factors,"... - January 21, 2021 - American Association for Long-Term Care Insurance
GM Warburg Commercial – Stocks Remain Well Supported Despite COVID Resurgence
GM Warburg Commercial says ongoing central bank liquidity operations and huge $1.9tn US stimulus to support stock prices regardless of hit to global economic growth say GM Warburg Commercial analysts. - January 20, 2021 - GM Warburg Commercial
NAFA Welcomes 2021 Board of Directors
Board Grows as New Electees Look to Drive Engagement through Continued Innovation and Annuity Leadership - January 16, 2021 - NAFA, National Association for Fixed Annuities
Global Excel Achieves SOC 1 & 2 Type I Certification
Global Excel, a leader in Healthcare Risk Management, announces that it is now officially SOC 1 & 2 Type I compliant across the organization. The SOC 1 Type I report provides organizations with assurance that internal and connected external reporting controls are properly designed and in place. - January 14, 2021 - Global Excel Management
SolarCraft Complete Solar Power Installation for West Marin Medical Center; West Marin Medical Practice Flips the Switch to Solar and Saves
Novato and Sonoma based SolarCraft, a leading North Bay clean energy provider for over 35 years, recently completed the design and installation of a 11.2 kW DC solar electric system West Marin Medical Center in Point Reyes Station, CA. - January 14, 2021 - SolarCraft
DAFEX’s AIT 3.0 is an All New MT5 Upgraded Edition AI Trading Platform
AIT 3.0 is the harvest of years of hard work and accumulated experience by DAFEX’s research and development team. AIT 3.0 is considered one of the most wholesome and pioneering AI based trading platforms globally utilizing an all-automated approach to execute AI processing, along with its... - January 14, 2021 - DAFEX
American Receivable Ranked #1 Factoring Company for Eighth Consecutive Year
American Receivable Corporation has been rated the #1 Factoring Company for small to medium businesses by Business.com for the eighth consecutive year. Business.com writer Sean Peek said, “American Receivable is an excellent factoring service with fast turnarounds, no monthly minimums and a... - January 14, 2021 - American Receivable Corporation
Residence Clubs International, Inc. Announces $50 Million Investment from Alfie Best, Chairman of Wyldecrest Parks
Residence Clubs International, Inc. CEO Craig Williamson is pleased to announce the sale of a portion of ResClubs® to British businessman and philanthropist Alfie Best. With the ResClubs’ innovative program patent pending, mobile app partnership with Hudini and infinitWiFi, and its one-year beta test with live members completed in 2020, the company now has its capital partner in place and is moving ahead with its expansion. - January 13, 2021 - ResClubs
LichtensteinRE Has Sold a Shopping Center in Congers, NY for $4,000,000
LichtensteinRE has procured a Rare 4% Fixed Rate Interest; Only 15 Year Seller’s PM Private Money First Mortgage for the Buyer. - January 13, 2021 - LichtensteinRE
Eric J Dalius Offers His Eric Dalius Scholarship to US-Based Students
There are but a few entrepreneurs and leaders like Eric Dalius who have played an essential role in improving and advancing the American dream. - January 12, 2021 - Eric Dalius Grant
Cloud Maven, Inc.’s New Bank Connect Brings “Open Banking” to Salesforce AppExchange
Computer software and comprehensive solution creator and consultant Cloud Maven, Inc. announced the launch of Bank Connect on Salesforce AppExchange today. With Plaid’s technology, a data network powering over 3,000 fintech apps and services globally, the new application radically improves... - January 12, 2021 - Cloud Maven
GetDiversityCertified.com Launches New Book to Help Businesses Earn Certification
New book “Certify & Sell” delivers a comprehensive guide to certification and supplier diversity. - January 12, 2021 - Abator Information Services
Darcy L. Knapp-Fricks Featured as the Biography of the Month for September 2020 by Strathmore's Who's Who Worldwide Publication
Darcy L. Knapp-Fricks of Mansfield, Texas has been featured as the Biography of the Month for September 2020 by Strathmore’s Who’s Who Worldwide for her outstanding achievements and contributions in the fields of agriculture, real estate, investments, and self-storage. Strathmore... - January 11, 2021 - Strathmore Worldwide
ASC Secures $10.24 Million Acquisition Loan for Multifamily Community in Burbank, IL
American Street Capital (“ASC”) announced today that it has secured a $10.24 million acquisition loan for a multifamily community located in Burbank, IL. Built in 1983, the multifamily community consists of 27 simplex style buildings containing 173 units on 6.31 acres. The unit mix... - January 08, 2021 - American Street Capital