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.

Reinvent Yourself Through Lakedale Institute of Finance

Lakedale recently launched to solve a gap in the market with innovative training programs. - January 31, 2020 - Lakedale Institute of Finance

Encore Real Estate Investment Services Introduces Rare Miami Asset to Market

Encore Real Estate Investment Services Introduces Rare Miami Asset to Market

Encore Real Estate Investment Services is pleased to please to present Miami's Shoppes of Coral Way. - January 30, 2020 - Encore Real Estate Investment Services

Bobby Moss Joins Midcoast Properties, Inc.

Bobby Moss Joins Midcoast Properties, Inc.

Midcoast Properties, Inc., is pleased to announce that Bobby Moss has joined the team as an Associate. Bobby is a licensed real estate professional in North Carolina, South Carolina, Alabama and Georgia. After 25 years of delivering optimized solutions to his clients as an IT professional, Bobby... - January 30, 2020 - Midcoast Properties, Inc.

Kansas City Breweries Now Seeking National Support on Fundopolis

Kansas City Breweries Now Seeking National Support on Fundopolis

Producing High Growth Value Brands for Retailers & Beverage Markets - January 29, 2020 - Kansas City Breweries Company LLC

BEQUANT CEO George Zarya Confirms No Bitcoin-Markets Correlation After China Virus and Market Tumble, Launches Prime Brokerage and Partnerships

BEQUANT CEO George Zarya Confirms No Bitcoin-Markets Correlation After China Virus and Market Tumble, Launches Prime Brokerage and Partnerships

George Zarya and Bequant confirm no correlation between bitcoin and markets after China virus scare, Prime Brokerage and Partnerships launched globally. - January 29, 2020 - BEQUANT

Donna E. McDaneld, EA Honored as a Woman of the Month for January 2020 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized)

Donna E. McDaneld of Larkspur, California has been honored as a Woman of the Month for January 2020 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized) for her outstanding contributions and achievements in the fields of accounting and tax services. Each month P.O.W.E.R. - January 29, 2020 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized

La Vida Verde Files Counterclaims Against International Cannabrands Inc. for Breach of Contract, Breach of Fiduciary Duty, Fraud, and Declaratory Relief

La Vida Verde Files Counterclaims Against International Cannabrands Inc. for Breach of Contract, Breach of Fiduciary Duty, Fraud, and Declaratory Relief

On January 24, 2020, La Vida Verde, Inc. (“La Vida”) filed counterclaims against International Cannabrands, Inc. (“ICI”) for breach of contract, breach of fiduciary duty, fraud, and declaratory relief in the Federal District Court of the Northern District of California... - January 28, 2020 - La Vida Verde

Gary Williams of Williams Asset Management Named in Forbes’ Best-in-State Wealth Advisors List for 2020

Gary Williams of Williams Asset Management Named in Forbes’ Best-in-State Wealth Advisors List for 2020

President and Founder of Williams Asset Management, Gary Williams, has been named as one of Maryland's "Best-in-State" Wealth Advisors by Forbes’ for 2020. - January 26, 2020 - Williams Asset Management

2020 Begins with a Bang for Clear Capital Partners as Two Additional Childcare Centers Are Added to Its Ever-Growing Portfolio

2020 Begins with a Bang for Clear Capital Partners as Two Additional Childcare Centers Are Added to Its Ever-Growing Portfolio

Clear Capital Partners, a merger and acquisition firm, is pleased to announce its acquisition of its two child care centers: “Creative Learning Center” in Destin, Florida and “Midlothian Children’s Academy” in Midlothian, Virginia. Creative Learning Center has been... - January 25, 2020 - Clear Capital, LLC

CIS Announces Advisory Board, Appoints John H. Dalton

CIS Credit Solutions (CIS), a market leading services and solutions provider to the mortgage industry, is pleased to announce John H. Dalton as the first member of its newly formed Advisory Board. - January 25, 2020 - CIS

BEQUANT CEO George Zarya and Team at Davos 2020 for Prime Brokerage Launch

BEQUANT CEO George Zarya and Team at Davos 2020 for Prime Brokerage Launch

BEQUANT CEO and Team in Davos launching the company's Prime Brokerage product with major industry. - January 24, 2020 - BEQUANT

Simfoni Raises $3M to Accelerate US Expansion of Its Spend Analytics and Spend Automation Platform

Simfoni Raises $3M to Accelerate US Expansion of Its Spend Analytics and Spend Automation Platform

Simfoni, a global innovator for Analytics and Spend Automation, announced it has raised $3m in Series A financing led by BOOST&Co. Simfoni’s Analytics deploys machine learning to harmonize and auto-classify complex data. It also offers an award-winning spend automation platform that uses artificial intelligence to automate buying. After 4 years of 100% y-o-y growth, Simfoni is poised for even more growth. This funding will also help extend development of artificial intelligence capability. - January 23, 2020 - Simfoni USA Inc

Kyndall Francis & Syndicate Management to Host Private Baltimore Investment Tours

Kyndall Francis & Syndicate Management to Host Private Baltimore Investment Tours

Starting in 2020 Syndicate Managements will introduce their truly unique investment approach in Baltimore City. In the past, many firms have given “group tours” and other organized group events, but starting in March (appointments being taken now) of 2020, Syndicate will take a more personalized approach for interested investors. - January 23, 2020 - Syndicate Partners

The Mommie Series Announces San Antonio as First Expansion City

The Mommie Series Announces San Antonio as First Expansion City

Popular Houston-based event series for women set for early 2020 launch in South Texas. - January 23, 2020 - The Mommie Series

Antis Roofing & Waterproofing Announces New VP of Finance

Antis Roofing & Waterproofing Announces New VP of Finance

Audrey Schneider becomes Antis' new head of finance after serving four years as director. - January 23, 2020 - Antis Roofing and Waterproofing

ZPower Releases Breakthrough Solar Panel That Works at Night

ZPower Releases Breakthrough Solar Panel That Works at Night

New Solar Technology produces electricity 24-7 with more than double the power. - January 23, 2020 - ZPower

Midcoast Properties, Inc. Represents Buyer of Newnan, GA Self Storage Facility

Our Storage Depot has been sold to a local corporation. Dale C. Eisenman, CCIM, and Michael Morrison, Associate Broker with Midcoast Properties, Inc., a leading Self Storage Brokerage Firm in the Southeast, represented the buyer in the acquisition of this facility. - January 23, 2020 - Midcoast Properties, Inc.

NAFA Appoints 2020 Board of Directors

NAFA Appoints 2020 Board of Directors

New Leadership Prepares to Extend Oversight into Advocacy, Education and Integration Initiatives - January 21, 2020 - NAFA, National Association for Fixed Annuities

USPAY Group Named Best Merchant Service Provider by topcreditcardprocessors.com for January 2020

USPAY Group Named Best Merchant Service Provider by topcreditcardprocessors.com for January 2020

The independent authority on merchant services, topcreditcardprocessors.com, has named USPAY Group as the top-rated merchant service provider for the month of January 2020. Each month the leading and top contending providers of merchant services and payment processing solutions are put to the test... - January 19, 2020 - topseos.com

Digital Asset Firm BEQUANT at Davos 2020 to Further Engage Major Industry

BEQUANT Engaging DAVOS 2020 on digital assets for major industry. - January 18, 2020 - BEQUANT

Equity Consortium Agrees to Acquire Stakes in New York's Astoria Energy Facilities

A consortium of equity investors including APG, MEAG (Munich Re’s asset manager acting for investors from within Munich Re Group), and Clal Insurance Company, alongside other US institutional investors have agreed to acquire 100% of Astoria Energy I and a 55% interest in Astoria Energy II. - January 18, 2020 - APG Asset Management US Inc.

Orbus Technologies Agrees to Partner with Project and Service Management Solutions Provider TimeLinx

Orbus Technologies Agrees to Partner with Project and Service Management Solutions Provider TimeLinx

TimeLinx, a global leader in project and service management software for the mid-market, today announces a new partnership with Orbus Technologies, a leading ERP & CRM consulting firm supporting clients throughout the Caribbean. Orbus will offer the TimeLinx mid-market project and field... - January 18, 2020 - TimeLinx Software

Eltropy to Provide Text Messaging Across Multiple Departments at Verity Credit Union

Eltropy, a text messaging-based platform that enables credit unions to communicate with members via text, announces that Seattle-based Verity Credit Union is adopting its leading solution. Verity will use Eltropy to roll out member texting capability to a variety of individual departments to fill... - January 11, 2020 - Eltropy

FTMarkets Trading Platform Has Officially Launched in Vietnam

FTMarkets Trading Platform Has Officially Launched in Vietnam

Now Vietnamese people can use FTMarkets to download applications and conduct foreign exchange transactions. - January 10, 2020 - FTMarkets

Aleksander Soriano Named Account Administrator at RT Specialty

Aleksander Soriano Named Account Administrator at RT Specialty

RT Specialty has named Aleksander Soriano as an account administrator within its Environmental and Construction Professional (ECP) Practice. He works alongside the company’s senior executives to provide agents, brokers and their clients nationwide with expert account management and policy... - January 09, 2020 - R-T Specialty, LLC's Environmental & Construction Professional Practice

BitRoyal Starts New Year 2020 with More Exciting User Experience

BitRoyal Starts New Year 2020 with More Exciting User Experience

Continuing its commitment to improve customer experience, BitRoyal is focusing on making changes to their platform and went live with its first set of changes. BitRoyal is perhaps the only platform still allowing buy/sell crypto with zero commission. - January 09, 2020 - BitRoyal Ltd.

FACTON Releases Version 11 of EPC Cost Management Solution

FACTON, a leader in Enterprise Product Costing (EPC), today announced the release of a new version of its EPC Cost Management solution. The software solution for integrated costing in the FACTON Enterprise Product Costing (EPC) Suite now interfaces with the new FACTON EPC Business Case Simulator. Further innovations support the comparison of project data with master data management. - January 09, 2020 - FACTON

Industry Leader Robert J. Hilb Joins The Plexus Groupe

Industry Leader Robert J. Hilb Joins The Plexus Groupe

The Plexus Groupe is pleased to announce the addition of Robert J. Hilb as Chief Partnership Officer. In this role, Hilb will be focusing on acquisitions and strategic partnerships to grow The Plexus Groupe’s brand and national footprint. Founder and CEO Walter R. Fawcett, III commented,... - January 07, 2020 - The Plexus Groupe

The College Investor Highlights the Best Free Tax Software of 2020

While most tax software companies advertise free tax software, the reality is that most people don’t qualify for the free tier. However, the annoying part is most consumers don’t discover they don’t qualify until they’ve spent 30-45 minutes entering their information, only to be told that “this scenario requires an upgrade to Deluxe or Premier” versions - for a fee. The College Investor analyzes all the major tax software programs to find which ones offer the most robust free file options. - January 06, 2020 - The College Investor

WCA is Sponsoring "How to Navigate Complex Contractor Sales and Use Tax" in Milwaukee, WI

The Sales and Income Tax Advisory Network LLC and BCMA Wisconsin invite you to participate in a two part seminar titled, “How to Navigate Complex Contractor Sales and Use Tax Laws.” Holly Hoffman (former WI DOR auditor, speaker, and contractor tax law specialist) will share tips,... - January 03, 2020 - WCA/BCMA

The College Investor Ranks the Best Tax Software of 2020

The College Investor, one of the most read personal finance websites, reaching over 3 million people per month, has come out with their 2020 comprehensive guide to The Best Tax Software for consumers. This year includes best free file, best software for investors, and more. - January 02, 2020 - The College Investor

Sue Reyer Joins Eva Garland Consulting as Director of Accounting and Compliance

Sue Reyer Joins Eva Garland Consulting as Director of Accounting and Compliance

Ms. Reyer brings 25 years of accounting, grants management, and leadership experience. - December 30, 2019 - Eva Garland Consulting

The Palm Beach Hedge Fund Association Announces a Partnership with the Palm Beach Symphony

The Palm Beach Hedge Fund Association (PBHFA.org) and the Palm Beach Symphony have announced a partnership, creating opportunities for members to experience one of South Florida’s major cultural institutions during this landmark season that has seen record-breaking ticket sales and unprecedented donor enthusiasm and support. - December 29, 2019 - Palm Beach Hedge Fund Association

GCP Fund Provides Asset-Based Lending to Help Businesses Meet Their Immediate Short-Term Financing Needs

GCP Fund Provides Asset-Based Lending to Help Businesses Meet Their Immediate Short-Term Financing Needs

Many businesses have managed to stay afloat using the asset-based financing solutions provided by GCP Fund. - December 25, 2019 - GCP Fund

Syndicate Partners Reinvigorating Baltimore City Neighborhoods and Transforming Forgotten Communities with Economical High End Rental Projects

Syndicate Partners Reinvigorating Baltimore City Neighborhoods and Transforming Forgotten Communities with Economical High End Rental Projects

Kyndall Francis is leading the Washington, DC-based real estate firm Syndicate Partners who recently completed three major projects in Baltimore City. The entirely affordable rentals provide never-before-seen options for those looking for a home they can be proud to rent. - December 23, 2019 - Syndicate Partners

LichtensteinRE.com Just Sold 3-Family Property for $948,888 in Opportunity Zone in Tremont, Bronx

LichtensteinRE.com Just Sold 3-Family Property for $948,888 in Opportunity Zone in Tremont, Bronx

Located down the street from very desirable Little Italy neighborhood, owner occupied first time buyer enjoys maximum leverage. - December 20, 2019 - LichtensteinRE

LichtensteinRE.com Just Sold Four Contiguous Properties in Mount Vernon, Westchester County for $3,650,000

LichtensteinRE.com Just Sold Four Contiguous Properties in Mount Vernon, Westchester County for $3,650,000

These four buildings have an outstanding 100% occupancy rate. - December 20, 2019 - LichtensteinRE

Shackelford Law Firm Hires Three Attorneys for Affordable Housing Team

Dallas-based law firm Shackelford, Bowen, McKinley & Norton, LLP, has added three attorneys to its affordable housing team. Donald Cunningham, Jr. will head up their new Baton Rouge, Louisiana office. Kara Hargrove and Esther Lee will work in Dallas. Mr. Cunningham has vast legal expertise in... - December 19, 2019 - Shackelford, Bowen, McKinley & Norton, LLP

Melissa Levin Insurance Reveals What Medicare-for-All Won't Cover

Melissa Levin Insurance Reveals What Medicare-for-All Won't Cover

Medicare for All has become a huge talking point for the 2020 presidential candidates. But don't let the name fool you; not everything is covered. Long Term Care is a type of insurance that is essential given the rise in healthcare costs. Set up a free consultation with Melissa to discover your options regarding long term care. - December 19, 2019 - Melissa Levin Insurance

FACTON Releases Its New Software Solution EPC Business Case Simulator

Users simulate manufacturing costs and capture the effects on key performance indicators in real time - December 19, 2019 - FACTON

Wyclef Jean Taps Sound Royalties to Finance Music Publishing and Distribution Services in Africa and Developing Regions

Wyclef Jean Taps Sound Royalties to Finance Music Publishing and Distribution Services in Africa and Developing Regions

Three-Time GRAMMY Winner Seeks to Democratize Global Music Marketplace in Digital Streaming Era - December 13, 2019 - Sound Royalties

TAG Bill Pay Named Finalist for PAM Awards 2020

Recognizing top service providers in the private asset management space - December 13, 2019 - TAG

Miami/Memphis Advisory Groups Announce Merger

Miami/Memphis Advisory Groups Announce Merger

MAS Advisors, LLC, a Miami investment advisory firm, has announced the completion of the merger of the business and operations of Memphis-based Wealth Strategies Group, Inc. (WSG), which will operate as a Division of MAS Advisors. WSG will be led by Charles Auerbach, who has deep experience in the... - December 13, 2019 - MAS Advisors, LLC

Domani Wealth Acquires Local Advisory Firm

As of Friday, Dec. 6, Domani Wealth has completed the acquisition of EHD Advisory Services. EHD Advisory Services was founded in 2003 and was previously affiliated with EHD Insurance, a Lancaster-based company. A Registered Investment Advisor, the firm provided wealth management and financial... - December 13, 2019 - Domani Wealth

SKYY Digital Media Group Announces New Corporate Website

SKYY Digital Media Group Announces New Corporate Website

The SKYY Digital Media Group team is excited to announce the launch of SKYY’s newly-designed corporate web site (www.skyydmg.com). Their goal with these changes is to create a user-friendly browsing experience for their business partners, shareholders and growing roster of customers. The... - December 12, 2019 - Icaro Media Group

DataPath, Inc. Whitepaper Reveals Survey Findings of Employee Familiarity of HSA and FSA Benefits

DataPath, Inc., a leading developer of technology solutions for employer-sponsored benefits administration, announced today the release of a whitepaper titled, “Addressing Education Gaps is Key to TPA Growth.” In the whitepaper, DataPath summarizes findings from a survey they conducted... - December 12, 2019 - DataPath

The Medical Center of Aurora Names Tyler Hood Chief Administrative Officer for Centennial Medical Plaza

The Medical Center of Aurora Names Tyler Hood Chief Administrative Officer for Centennial Medical Plaza

The Medical Center of Aurora has appointed Tyler Hood as Chief Administrative Officer of Centennial Medical Plaza, effective January 6. - December 12, 2019 - The Medical Center of Aurora

AmericaTowne Announces Start of Partnership

AmericaTowne Starts Partnership with the National Government of the Republic of Kenya and eighteen County Governments. - December 12, 2019 - AmericaTowne, Inc.

Lamine Zarrad of Joust Accepted Into Forbes Finance Council

Lamine Zarrad of Joust Accepted Into Forbes Finance Council

Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms. - December 12, 2019 - Joust

Safety Center Receives Funding from The Allstate Foundation Good Starts Young Grant for Its Peer-Led Teen Safe Driving Campaign, Youth Take Action to End Distractions

Safety Center Receives Funding from The Allstate Foundation Good Starts Young Grant for Its Peer-Led Teen Safe Driving Campaign, Youth Take Action to End Distractions

Safety Center’s Youth Advisory Council (YAC), comprised of high school students throughout California, continues to raise awareness around teen safe driving issues with the California Teen-to-Teen Safe Driving Campaigns, now in its eighth year of funding from The Allstate Foundation. - December 11, 2019 - Safety Center

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