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.
DRB Capital Appoints New Executive Chairman; Leader in Annuity Industry Strengthens Resources
DRB Capital (http://www.DRBCapital.com) announced today that James Terlizzi has joined the firm as its Executive Chairman. Mr. Terlizzi comes with a wealth of experience in the specialty finance space. As one of the original members of Peachtree Settlement Funding, he helped preside over the... - July 24, 2014 - DRB Capital
Sandy Keir Joins Suncoast Advisory Group
Experienced Wealth Advisor in Sarasota, Florida, Specializes in Helping Women Business Owners and Professionals. - July 18, 2014 - Suncoast Advisory Group
ERISA Fiduciary Advisors, Inc. Named a Top RIA Firm by Financial Advisor Magazine (July 2014)
17th fastest growing RIA firm in the country based on an annual survey from Financial Advisor Magazine. - July 17, 2014 - ERISA Fiduciary Advisors, Inc.
Kentaro Muto Joins BDA as Managing Director in Tokyo
Kentaro Muto has joined Business Development Asia LLC (“BDA”) as Managing Director in BDA’s Tokyo office. He will be responsible for originating and executing M&A transactions for private equity and corporate clients in Japan. Mr. Muto joins from Deutsche Securities where he... - July 17, 2014 - BDA Partners Ltd
IFG Opens South Africa Master Licensee Office in Pretoria
The Interface Financial Group is pleased to announce the opening of their South Africa Master Licensee office in Pretoria. This new office represents another significant stage in the expansion plans for Interface. - July 17, 2014 - The Interface Financial Group
Universal Value Advisors Partners with Concert Wealth Management to Offer State-of-the-Art Software, Research and Reporting to Clients
Universal Value Advisors (UVA) has partnered with Concert Wealth Management and the Concert network to offer additional research resources, enhanced reporting, and the power of state-of-the-art automated systems to its clientele. - July 17, 2014 - Universal Value Advisors
CS Odessa Announces New Updates to the Finance and Accounting Area of ConceptDraw Solution Park
New update to ConceptDraw PRO of Accounting and Audit Flowcharts provide expanded capabilities to describe processes that relate to a company’s business. - July 17, 2014 - Computer System Odessa
Paragon Bank Names Patsy Johnson City Executive for New Cary Office
28-Year Banking Veteran Will Focus on Private Banking Services for New Office Opening in September 2014. - July 17, 2014 - Paragon Bank
Williams Asset Management Celebrates Twenty Years
Williams Asset Management, one of Maryland’s premier wealth management firms for both individual investors and organizations, celebrates its 20th anniversary this year, a milestone that complements the firm’s focus on providing long-term financial wisdom to their clients for the past... - July 16, 2014 - Williams Asset Management
Howard Slater, CLU®, ChFC®, MSFS®, MBA, is One of Three Top Advisors to Present at Securities America’s Annual Meeting
Industry expert, author and principal of Cedar Brook Financial Partners, Cleveland’s Howard Slater speaks at national industry conference. - July 16, 2014 - Cedar Brook Financial Partners LLC
Allen R. Taylor Recognized by Strathmore's Who's Who Worldwide Publication
Allen R. Taylor of Hoover, Alabama has been included in the Strathmore’s Who’s Who Worldwide Edition for his outstanding contributions and achievements in the financial field. About Allen R. Taylor Mr. Taylor has over 20 years experience in the financial field. He is the President,... - July 15, 2014 - Strathmore Worldwide
Dan McElwee Makes an Appearance on MoneyLife - Ventura Wealth Management, New Jersey
Ventura Wealth Management is excited to announce that Dan McElwee, Executive Vice President and Wealth recently appeared on ‘Money Life’, a self-proclaimed, “online resource for news and opinions on personal finance…” - July 13, 2014 - Ventura Wealth Management
Russell Bedford Quebec Firm FBL Announces New Appointments
Two new associate partners appointed in Quebec City and Drummondville offices - July 12, 2014 - Russell Bedford International
Paragon Bank Names Lisa M. Gallimore Vice President and Client Development Officer
21-Year Banking Industry Veteran Joins North Carolina-Based Bank - July 11, 2014 - Paragon Bank
Paragon Bank Names Kristin C. Sutton Senior Vice President and Client Development Officer
20-Year Banking Industry Veteran Joins North Carolina-Based Bank - July 11, 2014 - Paragon Bank
eSignal 12.0 - Latest Version of Leading Trading Software from Interactive Data
Interactive Data announced the release of eSignal 12.0.The new eSignal trading platform provides traders with advanced options analytics, market screening tools, social media &streaming news apps. - July 11, 2014 - eSignal
Foundation for Financial Planning Announces Support for Pro Bono Financial Planning
The Foundation for Financial Planning announces its support of pro bono financial planning with an opportunity for financial planning organizations to apply for grants totaling $118,750. - July 10, 2014 - Foundation for Financial Planning
Corporations in North America Choose SkySparc as Their Outsourcing Support Partner
SkySparc’s outsourced support service for Wallstreet Suite leaves clients free to focus on their core competencies. - July 10, 2014 - SkySparc
Hormel Foods Specialty Products Division and VIRUN®, Granted Patent No. 8,741,373
VIRUN® and the Specialty Products Division at Hormel Foods were granted Patent number 8,741,373, Composition for Non-Polar Compounds. This particular patent allows unwavering high oil load encapsulation of non-polar compounds, such as Omega-3 EPA and DHA, CoQ10, Vitamins A, D, E, K, Carotenoids such as Lutein, Beta Carotene or Astaxanthin into certain water soluble and stable foods and beverages. - July 09, 2014 - VIRUN
Nolan Financial Grows While Remaining True to Founding Principles
Nolan Financial has expanded its team with a series of new hires that will help drive its growth while servicing its growing client base. - July 09, 2014 - Nolan Financial
Avanse Financial Services to Lend to Educational Institutions
Neeraj Saxena, CEO, Avanse, announced the decision to foray into a related education loan business of funding the expansion of infrastructure facilities among established educational institutions. He elaborated that loans would be extended to Universities, Colleges, Coaching classes and B-Schools to augment infrastructure such as buildings, libraries, laboratories etc. - July 09, 2014 - Avanse Financial Services Ltd
AlgoTrades Investing System is Approved to Trade in Clients IRA Accounts
Investors can now have their investment capital automatically traded within their IRA account to avoid annual taxes. - July 08, 2014 - AlgoTrades.net
Kellogg and Andelson Celebrates 75th Anniversary with the Launch of New Innovative Business Management Solutions and Accounting Services
Kellogg & Andelson (K&A) is celebrating its 75th anniversary of helping thousands of businesses and individuals while launching new innovative Business Management Solutions and Accounting Services. Throughout these years, K&A has earned a reputation as one of the premier accountancy... - July 08, 2014 - Kellog and Andelson
AgGeorgia Farm Credit Distributes Over $10 Million in Cash to Members in 2014
Over $287 million in cash returned to borrowers since 1988. - July 07, 2014 - AgGeorgia Farm Credit
The U.S. Government Releases the Initial FATCA Registration List; Trans-World Compliance Analyzes the FATCA Registration List
Trans-World Compliance, Inc. today announces the release of preliminary analysis on the US Government’s FATCA Registration list. Initially released June 2, 2014, the second release has just been published by the IRS.[1] The Foreign Account Taxation Act (FATCA) was enacted in 2010 by the US... - July 07, 2014 - TWC
The Knowledge Group Has Scheduled a Live Webcast on Securities Laws in 2014: SEC Examinations of Investment Advisers and Privately-Managed Funds
The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts, announced today that it has scheduled a live webcast entitled: Securities Laws in 2014: SEC Examinations of Investment Advisers and Privately-Managed Funds This two-hour event is scheduled on July 9, 2014 at 10:00 AM - 12:00 PM ET. - July 04, 2014 - The Knowledge Group
Paragon Commercial Corporation Announces Stock Split
125-for-1 Stock Split Became Effective June 23, 2014. - July 04, 2014 - Paragon Bank
Harris Antoniades, Managing Director, Stout Risius Ross, Inc. to Speak at KC’s Securities Laws in 2014: SEC Examinations of Investment Advisers and Privately-Managed Fund
The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts, has announced today that Harris Antoniades, Managing Director, Stout Risius Ross, Inc. will speak at the Knowledge Congress’ webcast entitled: “Securities Laws in 2014:... - July 04, 2014 - The Knowledge Group
Bonanza Cat Hospital in Las Vegas Expands Thanks to $958,000 SBA Loan
TMC Financing's Southern Nevada office helped secure SBA loan for long-standing cat hospital in Las Vegas. The facility grew to 6,883 square feet where it will continue to serve area pet owners. - July 03, 2014 - TMC Financing
Presensoft Now Offers Archiving and Compliance for Salesforce Chatter
Seamlessly store Chatter data in a secure, cloud archive to meet legal and corporate compliance. - July 02, 2014 - Presensoft Inc.
New Mission Fed Bottom Line Rates Every Day for Auto Loans
Mission Federal Credit Union recently announced it now offers new bottom line rates for auto loans. - July 02, 2014 - Mission Federal Credit Union
A Merger of Equals: Conifer Group and Vastardis Capital Services Holdings Join to Form Conifer Financial Services, LLC
A Merger of Equals. The Conifer Group and Vastardis Capital Services Holdings join to form Conifer Financial Services, LLC, a powerful new asset services company with over $100B of Assets Under Administration. - July 02, 2014 - Conifer Financial Services
Attorney Brent M. Buckley Elected Chair of the Business, Banking & Corporate Counsel Section of the Cleveland Metropolitan Bar Association
Cleveland Attorney Brent Buckley Elected Chair of CMBA's Business, Banking & Corporate Counsel Section. - July 02, 2014 - Buckley King
Albert C. Hanna Named to Strathmore’s Who’s Who Round Table
Albert C. Hanna, of Chicago, Illinois, has recently been recognized as a member of the Strathmore’s Who’s Who Round Table for his outstanding contributions and achievements in the field of Property Rights Litigation. - July 01, 2014 - Strathmore Who's Who
Presensoft Adds Support for QQ Instant Messaging to Archiving and Compliance Suite
Secure QQ archiving capabilities help customers meet legal and corporate compliance. - June 30, 2014 - Presensoft Inc.
Nolan Financial Launches a New State-of-the-Art Website
Nolan Financial has launched a new responsive website that was created with functionality across all types of devices - desktops, smartphones and tablets. The new website offers informative Nonqualified Retirement Plan content with an attractive layout and easy to use navigation. - June 30, 2014 - Nolan Financial
Innovative Loan Programs from Woodside Credit
Woodside Credit is proud to introduce an innovative loan program to allow people to purchase an exotic car like a Ferrari or Maserati at a dramatically lower monthly payment than any other leasing program available. The key to this innovative program is providing a longer loan term than... - June 29, 2014 - Woodside Credit
GSF Mortgage Expands to San Diego
GSF Mortgage is pleased to welcome David Pelesh as branch manager in San Diego, California. Pelesh is a graduate from Arizona State University with a degree in business and economics. After college, he worked for a call center in Phoenix, where he got a taste of the mortgage industry. When he... - June 29, 2014 - GoGSF
Bittylicious Resumes Bitcoins Sales for Cash Payments
People in the UK can again buy Bitcoins with cash on Bittylicious after its service is resumed. - June 27, 2014 - Bittylicious
Credit Cards in Russia
Marketreportsonrussia.com presents a report on “Credit Cards in Russia.” Throughout 2013, the movement towards non-cash transactions remained among the most prevalent trends in consumer finance in Russia. - June 27, 2014 - Market Reports on Russia
Internationally Acclaimed Co-Architect of the Balanced Scorecard – HBR Rated BSC as One of the Most Influential Management Ideas for the Past 75 Years
Business Results Group and GIBS presents The 10th Progress Conference on Balanced Scorecard Essentials, with Dr David Norton, Live and in Person. Dave Norton will present a one day programme in Johannesburg, South Africa on the 11th September 2014. - June 27, 2014 - Business Results Group
IxoPay and PAY.ON Provide an Easy Cross-Border API for Online Payment Acceptance in the USA & Europe
IxoPay LLC (IxoPay.com) a global payment service provider and PAY.ON, the world’s leading operator of Web-based payment infrastructure systems to provide global merchants with a quick and easy interface to a payment solution - June 27, 2014 - PAY.ON AG
Rodney T. Smith, Ph.D. Recognized by Strathmore's Who's Who Worldwide Publication
Rodney T. Smith, Ph.D. of Claremont, California has been included in the Strathmore’s Who’s Who Worldwide Edition for his outstanding contributions and achievements in the field of water resource consulting. About Rodney T. Smith, Ph.D. Dr. Smith has over 35 years experience in the... - June 26, 2014 - Strathmore Worldwide
Gary Williams Donates 200 Books to HeroBox
Gary Williams, CFP®, President of Williams Asset Management and author of The Art of Retirement, donates two hundred books to HeroBox. Once HeroBox receives the copies of "The Art of Retirement," they will place the books into care packages that will be sent to American soldiers fighting around the world. - June 26, 2014 - Williams Asset Management
High Net Worth Trends in Brazil 2014
Marketreportsonbrazil.com presents a report on “High Net Worth trends in Brazil 2014.” This report provides projections of the volume and wealth of Brazil HNWIs. This includes demographic trends (2009-2013) and findings of the proprietary Wealth Insight HNWI Database. - June 26, 2014 - Market Reports on Brazil
BP Analytics Bridges the Gap Between Human and Robo Advisors
Does it makes sense to hire a financial advisor or use a Robo Advisor? - June 25, 2014 - BP Analytics
Clean Footprint Offers Solar Financing Solutions to Developers at PV America
Solar development and finance company executives traveled to Boston conference to meet with PV project developers to assist with solar financing - June 25, 2014 - Clean Footprint
Tiffany Fortier Promoted to Vice President at FISC Solutions
FISC Solutions is pleased to announce the promotion of Tiffany Fortier to Vice President of Sales, Marketing, and Client Relations. In this key position, Ms. Fortier is responsible for the overall coordination, management, and leadership of FISC’s sales, marketing, and client relations... - June 25, 2014 - FISC Solutions
AlgoTrades Automated Investing System Selects TheFOXGroup as Primary Brokerage & Support Arm
This automated investing system firm, selects primary broker for execution of its investors trades. - June 24, 2014 - AlgoTrades.net
Instant Bitcoin with Virtual Prepaid Bitcoin™ Cards – The Company Now Provides Both Physical and Virtual Cards Worldwide
Prepaid Bitcoin provides people around the world with easy access to bitcoin. Virtual Prepaid BTC cards are the most recent innovation out of the company. They are empowering businesses and consumers around the world by offering their cards internationally. The Prepaid Bitcoin™ card “makes it simple.” - June 23, 2014 - Prepaid Bitcoin