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.
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
BDA Advises Cornell Capital-Backed Lorom on Merger with In-Tech
BDA Partners is pleased to announce that its client, Cornell Capital, has merged its portfolio company, Lorom Holding Co, with In-Tech Holdings. - August 15, 2023 - BDA Partners Ltd
Carisk Partners Welcomes New Hires to Strengthen and Expand Team
Carisk Partners is pleased to announce the strategic addition of several talented professionals to its growing team. These appointments come at an opportune time for Carisk, furthering the company’s ability to drive results across its growing portfolio of products and services. The new team members bring a diverse range of expertise and experience, enhancing Carisk’s innovative solutions for its client partners and patients. - August 14, 2023 - Carisk Partners
Heptaret Capital Management to Host Commodity Trading Strategies Workshop in Singapore
Heptaret Capital Management, LLC, a hedge fund based in New York, specializes in portfolio management, financial training, and global investment and tax advisory services. The company has announced an upcoming Commodity Trading Strategies Workshop scheduled for September 18, 2023, in... - August 10, 2023 - Heptaret Capital Management LLC
BDA Advises Advantage Partners on Sale of Wavedash to Vivid Seats
BDA Partners is pleased to announce that the funds advised by its client, Advantage Partners, have agreed to sell WD Holdings, the holding company of Wavedash to Vivid Seats. - August 08, 2023 - BDA Partners Ltd
The Apprentice Token - A New Alternative Investment Vehicle
The Apprentice Token is the first comprehensive workforce development funding tool and platform that utilizes AI and blockchain technologies, enabling employers and educators to work together to develop highly-skilled workers and place the right people in the right jobs. Although currently funded by the Department of Labor, traditional workforce training programs are falling short because they lack a working understanding of the needs of the rapidly evolving technology industry. - August 08, 2023 - The Bee2Bee Network
Crypto Lists Hits a Milestone with 75 Newest Crypto Casino Reviews
Crypto Lists, a leading platform for crypto currency and casino insights, has announced a significant milestone, the publication of 75 comprehensive reviews of the newest crypto casinos from 2023. - August 03, 2023 - Crypto Lists Ltd.
New Management for Local Self Storage Facility in Albany, Louisiana
Local acquisition of Albany Storage Annex is bringing professional self-storage management to the city of Albany. The facility is located at 29653 South Montpelier Road Albany, LA 70711. This facility is comprised of 265 units totaling 25,950 rentable square feet, providing safe and secure... - July 28, 2023 - Absolute Storage Management
New Management for Local Self Storage Facility in Hagerstown, Maryland
Local acquisition of SecureLoc Self Storage is bringing professional self-storage management to the city of Hagerstown. The facility is located at 775 Frederick Street, Hagerstown, MD 21740. This facility is comprised of 238 units totaling 24,281 rentable square feet, providing safe and secure... - July 28, 2023 - Absolute Storage Management
Accounting Business Solutions by JCS Reveals New Production and Warehouse Automation Recession-Proofing Strategies for U.S. Manufacturing and Distribution Companies
Continuing their outreach to small and midsize U.S. Manufacturing, Distribution, and Field Service businesses, Accounting Business Solutions by JCS will be offering three free “Distribution & Manufacturing Tips & Tricks” webinars August 15, 16, and 17 to help them stay competitive, profitable, and current. - July 27, 2023 - Accounting Business Solutions by JCS
FutureCommPR Explores Various Initiatives Aimed at Saving Small Businesses
Multiple Initiatives Led by an Entrepreneur, a Venture Capitalist, and Various Chambers of Commerce are Actively in Progress to Support and Rescue Small Businesses. - July 26, 2023 - FutureCommPR
Carisk Partners Named to Modern Healthcare Best Places to Work 2023 for Third Consecutive Year Consistency at Carisk Drives Employee Satisfaction
Carisk Partners, a specialty risk transfer and care coordination company, is recognized by Modern Healthcare as one of its Best Places to Work in 2023. This is the third consecutive year awarded for Carisk who has been consistently ranked in the top third of the Best Places to Work list. Carisk is... - July 26, 2023 - Carisk Partners
Wigen Financial Services LLC, and Founder James R. Wigen Announces Name Change to Independent Financial Management LLC or IFM
Wigen Financial Services LLC, a registered investment advisor representative announced today that it has changed its name to Independent Financial Management LLC or IFM. Founder of IFM, James R. Wigen, changed the name to better represent the growth his company will experience with hiring new financial advisors, and did not want them growing their business under his last name. - July 24, 2023 - Independent Financial Management LLC
BDA Wins Investment Banking Firm of the Year and Leadership Award
BDA Partners is pleased to have won Investment Banking Firm of the Year at the 14th Annual International M&A Awards. BDA Managing Partner, Euan Rellie, was awarded the 2023 M&A Advisor Leadership Award. These awards are judged by the M&A Advisor, the world’s premier leadership... - July 21, 2023 - BDA Partners Ltd
Hypatia Women CEO ETF Named an Official ETF of USA Softball
USA Softball, the National Governing Body of Softball in the United States, is excited to announce Hypatia Women CEO ETF (“WCEO”) as an Official ETF partner of USA Softball. An exchange-traded fund managed by Hypatia, WCEO and its partnership with USA Softball will be highlighted by... - July 20, 2023 - Hypatia Capital
Business Impact NW Awarded Grant to Establish Alaska Veterans Business Outreach Center
VBOC Alaska provides counseling, entrepreneurial development tools, and funding opportunities for transitioning service members, veterans, National Guard & Reserve members, and military spouses interested in starting or growing a small business. - July 19, 2023 - Business Impact NW
Indiana University Online Launches iGrad Student Financial Literacy Platform
Research shows that student financial literacy programs like iGrad can decrease financial stress, improve academic performance and teach students how to manage their finances for a lifetime. - July 17, 2023 - iGrad
Neowiitan Investment is Accepting Funding Requests for Review and Possible Funding from Both Startups and Existing Businesses
Neowiitan investment is industry-agnostic and open to funding clients/companies in all industries, both domestically and internationally. Neowiitan investment is particularly interested in clients/companies with innovative products or services, strong financial performance, experienced management... - July 16, 2023 - Neowiitan
Albert Burney Conducting a 2,700± Acre Land Auction
Rocky Creek Land Auction, 2,700± Acres offered in parcels at live auction on August 26 by Albert Burney. - July 15, 2023 - Albert Burney
iGrad Partners with Foot Locker to Offer Enrich Personalized Financial Wellness Program to Almost 50,000 Global Employees
Enrich is one of the only financial wellness programs to offer a global product that allows multinational employers to implement one consistent, highly personalized financial wellness solution for employees in different countries. - July 14, 2023 - iGrad
Digital Asset Research Announces July 2023 Crypto Exchange Vetting Results
DAR’s vetting processes bring institutional-level diligence to crypto markets and the latest vetting process results in 18 Vetted Spot Exchanges and 11 Watchlist Spot Exchanges - July 13, 2023 - Digital Asset Research
Nothing But Net Ranked #7 on Channel Futures 2023 MSP 501—Tech Industry’s Most Prestigious List of Managed Service Providers Worldwide
Annual MSP 501 Identifies Industry’s Best-in-Class Businesses Growing Via Recurring Revenue and Innovation - July 12, 2023 - Nothing But Net
Crypto Lists Announces Tom White as New Partner
Trusted crypto and casino comparison site moves its Head of Content into senior leadership in an exciting move for the review site with new heights in sight. - July 11, 2023 - Crypto Lists Ltd.
First Edition Giclee of “CANELO – No Boxing. No Life.” Autographed by the Boxer Meets the Collector of the Original Painting During Miami Swim Week 2023
During the globally acclaimed Miami Swim Week, the First Edition (1/50) Giclée of the painting owned by a private collector was sold for $100,000 on the secondary market to the collector of the original portrait. - July 10, 2023 - BQT Technologies, LTD.
Resource Royalty, LLC, Announces the Launch of Resource Royalty XX, LLC
Resource Royalty, LLC, a Dallas-based sponsor of oil and gas royalty offerings since 2010, is pleased to announce the launch of their new mineral right offering - Resource Royalty XX, LLC. Resource Royalty XX, LLC, offered by Resource Royalty, LLC, includes seventeen properties in the Anadarko... - July 10, 2023 - Resource Royalty LLC
Charles Calloway and Associates Launches Financial Empowerment Program, Revolutionizing Women's Financial Literacy
Charles Calloway and Associates, a leading financial advisory firm, is proud to unveil its innovative financial empowerment program exclusively designed for women. This initiative marks a significant milestone in the realm of women's financial literacy, aiming to revolutionize how women approach and engage with their finances. - July 07, 2023 - Charles Calloway
Launching Complete Financial Modeling Services for Startups and SMEs by FasterCapital
This complete Financial Modeling Services are part of FasterCapital's Raise Capital program. FasterCapital works with startups step by step to create their financial operating model and financial forecasts. - July 07, 2023 - FasterCapital
VCASH Launches Central Bank of Nigeria eNaira API for International Money Transfer Operators
VCASH, a leading fintech company in Nigeria, has announced the launch of its eNaira API for International Money Transfer Operators (IMTOs). The API enables IMTOs to transfer money directly into the eNaira wallets of recipients in Nigeria without intermediaries or delays. The funds can also be sent to any of the 200+ financial institutions in Nigeria, including banks and mobile wallets, in real-time, on the mobile app, web, or via their API. - July 04, 2023 - VTNetwork Limited
Clavius Fashion Fund seeks Final Investors to Close €177 Million Fundraising Initiative, Aiming to Propel Luxury Brands Globally
Clavius, a pioneering fashion fund, is in the final stages of its ambitious €177 million fundraising initiative. The fund is seeking additional investors to fuel its mission of propelling small to mid-sized luxury fashion brands to the global stage. Leveraging deep industry knowledge and operational prowess, Clavius aims to boost the financial performance and brand value of its portfolio companies, ushering in a new era of growth for luxury brands that embody timeless elegance and exclusivity. - July 04, 2023 - Clavius
Fenrir Asset Management Achieves Stellar Performance with 6.63% Return in June, Influencing Over €4,1 Billion in Assets
Fenrir Asset Management, an international investment firm established in 2018, is thrilled to announce a significant achievement in its performance. The firm, in conjunction with its subordinates, has successfully generated a 6.63 percent return for its clients in June, managing both directly and... - July 04, 2023 - Fenrir Asset Management
Vike.com Announces Asset Tokenization Services
Vike.com Now Offers Asset Tokenization Services, Including Utility and Security Tokens to the Business Community - July 01, 2023 - Vike.com
United Capital is Pleased to Announce the Completion of a $500k Line of Credit Facility for an AI-Driven Case-to-Nurse Matching Technology Customer
United Capital sources funding for health services technology customer. - June 30, 2023 - United Capital Partners
New Management for Local Self Storage Facility in Atlanta, Georgia
Local self storage facility, Atlanta's Best Storage, previously managed by and named CubeSmart, has new professional self-storage management. The ownership group has contracted with Absolute Storage Management (Absolute) to provide professional self-storage management services and the facility is... - June 30, 2023 - Absolute Storage Management
New Management for Local Self Storage Facility in Apache Junction, Arizona
Local acquisition of MyPlace Self Storage is bringing professional self-storage management to the city of Apache Junction. The facility is located at 3125 West Superstition Boulevard, Apache Junction, AZ 85120. This facility is comprised of 609 units totaling 44,293 rentable square feet, providing... - June 30, 2023 - Absolute Storage Management
New Management for Local Self Storage Facility in Brighton, Colorado
Local acquisition of MyPlace Self Storage is bringing professional self-storage management to the city of Brighton. The facility is located at 180 Bromley Business Parkway, Brighton, CO 80603. This facility is comprised of 742 units totaling 108,284 rentable square feet, providing safe and secure... - June 30, 2023 - Absolute Storage Management
Karen E. West Honored as a Woman of the Month for June 2023 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized)
Karen E. West of Rehoboth Beach, Delaware, has been honored as a Woman of the Month for July 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 years... - June 28, 2023 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized
Further Leave Granted Pursuant to Part 16.1 of the British Columbia Securities Act in BridgeMark Class Action
Leave has been granted by the Supreme Court of British Columbia on March 30, 2023, to initiate legal action under section 140.3 of the British Columbia Securities Act against Green 2 Blue Energy Corp., Marapharm Ventures Inc., and related individuals for alleged misrepresentations in secondary market disclosure documents. The class certification application for the BridgeMark Class Action is scheduled for August 2023. - June 27, 2023 - Bennett Mounteer LLP
Resource Royalty on Pace to Double Prior Year Sales
Resource Royalty, LLC, a Dallas-based sponsor of oil and gas royalty offerings since 2010, has announced the closing of its 20th portfolio, RR XIX. Year-To-Date sales, through June, total $20M. In 2022, sales reached a record high of $32.9M as the company completed its 13th year in... - June 22, 2023 - Resource Royalty LLC
Accounting Business Solutions by JCS Shows Small to Midsize Businesses How Bookkeeping and Accounting Best Practices Help Cut Losses and Leverage In-House Resources
In an ongoing outreach to small and midsize U.S. Manufacturing, Distribution, and Field Service businesses, Accounting Business Solutions by JCS continues its Bookkeeping, Accounting, and Accounting Software Selection Best Practices initiative by showing the differences between bookkeeping and accounting and how each is distinctively essential to the business’ efficiency, solvency, profitability, and growth. - June 21, 2023 - Accounting Business Solutions by JCS
New Trans-Pacific Magnesium Alliance Converges Resources from United States, China, Korea and Canada
Galaxy Magnesium announces a contract with a trading firm in Korea, L&J Holdings, providing for expanded trade in magnesium to global markets. With the support of participating firms in Canada and China, this new commercial alliance makes magnesium, a light, green, clean metal, more available to industries worldwide, as they move toward a more ecologically balanced future. - June 20, 2023 - Galaxy Trade and Technology