Banking & Financial Services News

Get a balanced look at what’s new in the banking and financial services industry. This section features information about commercial banking services and products, credit unions, credit card companies, cryptocurrency, compliance issues and news from banking and financial service companies.

Meadows Bank's David Boser Graduates from Pacific Coast Banking School, the Premier National Graduate School of Banking™

Meadows Bank's David Boser Graduates from Pacific Coast Banking School, the Premier National Graduate School of Banking™

Meadows Bank announced that David Boser, Senior Vice President, Commercial Loan Officer recently graduated from the prestigious Pacific Coast Banking School (PCBS). These executives completed a rigorous three-year graduate-level educational program designed for leaders in the financial services industry. - September 27, 2018 - Meadows Bank

FMW Media Works Corp. Announces September Broadcast Schedule for New to the Street and Exploring the Block; Broadcasting on Fox Business Network, September 25, 27 and 29

FMW Media Works Corp. announces New to the Street's upcoming airings of its TV show "New to the Street," and “Exploring the Block." Check your local cable provider for channel designation in your viewing area. The September 25th @10:30 PM PST “Exploring the Block”... - September 25, 2018 - New to the Street

Boston Community Capital Awarded $2.6 Million in CDFI Funding from U.S. Treasury Department

Boston Community Capital, a national nonprofit serving low-income communities, received a $1.125 million Financial Assistance (FA) award and a $1.5 million Healthy Food Financing Initiative (HFFI) award from the CDFI Fund of the U.S. Department of the Treasury for projects that help build healthy... - September 25, 2018 - Boston Community Capital

Sound Payments Announces Rebranding of Its Quantum Banking Channel

Quantum Banking Transitions to Sound Payments Banking Technology Solutions (BTS). - September 21, 2018 - Sound Payments

Three California Credit Unions Choose Dolphin Debit to Manage Their ATM Fleets

Three California credit unions have turned over operation of their ATM fleets to Dolphin Debit, the full-service ATM management company. The three are: San Jose-based Pacific Postal Credit Union, founded in 1931, a $217.1 million credit union with 14,186 members serving U.S. Postal Service and... - September 21, 2018 - Dolphin Debit

FinTech School to Launch FinTech Workshops & Online Courses in the Middle East

FinTech School to Launch FinTech Workshops & Online Courses in the Middle East

As the FinTech industry booms, there is still a shortage of FinTech and Blockchain training options. FinTech School and Golden Trust have partnered to deliver high quality training programs to Financial Institutions, Universities and NGOs in the Middle East in both English and Arabic. - September 19, 2018 - FinTech School

Trinity Street Capital Partners Announces the Origination of a High Leverage, Non-Recourse, Construction Loan on an AC Marriott Hotel Located in Atlanta, GA

Trinity Street Capital Partners Announces the Origination of a High Leverage, Non-Recourse, Construction Loan on an AC Marriott Hotel Located in Atlanta, GA

Trinity Street Capital Partners (TSCP), a full service real estate investment bank, announces the origination of a $28.5MM, 75% loan-to-cost, construction loan for the development of a 222 key, AC Marriott stay hotel in Atlanta, GA. - September 17, 2018 - Trinity Street Capital Partners

KnightsbridgeFX.com Ranks on Growth 500’s Fastest Growing Canadian Businesses 2018

KnightsbridgeFX.com Ranks on Growth 500’s Fastest Growing Canadian Businesses 2018

Knightsbridge Foreign Exchange has been ranked 107 by the Canada’s Fastest Growing Companies program, Growth 500. Knightsbridge FX has processed nearly 2 billion dollars on behalf of their clients across Canada. For the second consecutive year, Knightsbridge Foreign Exchange has ranked on... - September 17, 2018 - Knightsbridge Foreign Exchange

AFBS2018 – AMG Introduced the Philippines to International Blockchain Market

AFBS2018 – AMG Introduced the Philippines to International Blockchain Market

On September 8th, Metro Manila in the Philippines hosted the Asia Fintech and Blockchain Summit 2018 (AFBS2018 www.afbs.pro). The summit was hosted by AMG group (www.amg.onl), which is mainly focused on discussing the Application of Blockchain technology in future Finance. With the successful end... - September 15, 2018 - AMG Network

Texas Trust Continues Partnership with UTA

Texas Trust Credit Union is kicking off the fifth year of its strategic partnership with the University of Texas at Arlington Intercollegiate Athletics. Since Texas Trust has been the official credit union of UTA Athletics, it has donated more than $80,000 to the athletic scholarship fund, and has... - September 15, 2018 - Texas Trust Credit Union

Avere Realty Services Offers World-Class Southern California Real Estate Opportunities

Avere Realty Services Offers World-Class Southern California Real Estate Opportunities

From real estate investors to athletes, Avere Realty delivers top-notch, specialized services for SoCal buyers and sellers. - September 13, 2018 - Avere Global

Guy Baker Ph.D., “Three Questions to Ask Before You Retire” on Forbes.com

Three Questions to Ask Before You Retire. - September 13, 2018 - Guy Baker, Ph.D.

Patricia F. Raskob, EA, CFP, ATA Honored as a VIP Member for Three Consecutive Years by Strathmore's Who's Who Worldwide Publication

Patricia F. Raskob, EA, CFP, ATA Honored as a VIP Member for Three Consecutive Years by Strathmore's Who's Who Worldwide Publication

Patricia F. Raskob, EA, CFP, ATA of Tucson, Arizona has been honored as a VIP Member for three consecutive years, 2017, 2018 and early admission for 2019, by Strathmore’s Who’s Who Worldwide Edition due to her outstanding achievements and high level of success for over 40 years in the... - September 12, 2018 - Strathmore Worldwide

Complete Deal Capture and Valuations for SOFR Derivatives Now Available with pasVal

Principia Partners LLC, a leading solutions provider for derivative and structured finance operations, today announced the launch of its feature set to fully capture and value SOFR derivatives via subscription to their monthly online valuation service, pasVal. As the pace quickens around US market... - September 11, 2018 - Principia Partners LLC

Shirley Lewis Johnson Honored as a Woman of the Month by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized)

Shirley Lewis Johnson Honored as a Woman of the Month by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized)

Shirley Lewis Johnson of Decatur, Georgia has been honored as a Woman of the Month for August 2018 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized) for her outstanding contributions and achievements in the field of financial services. Each month women are featured to... - September 11, 2018 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized

Spencer Savings Bank Hosts Annual Free Summer Movie Nights for Local Community

What better way to celebrate summer than with a "Movies Under the Stars" series? Spencer's Savings Bank has been busy all summer long hosting its annual summer movie series. The free movie nights and activities have become a staple in the community over the years. The bank recently partnered with the Garfield YMCA, the Wayne Public Library and the Wallington Little League and Lions Club to host events for the Garfield, Wayne and Wallington communities. - September 10, 2018 - Spencer Savings Bank

Trade Like A Girl Academy Teaches Thousands of Women to Become Forex Traders

Trade Like A Girl Academy Teaches Thousands of Women to Become Forex Traders

Girls Gone Forex celebrates another graduating class of Girls Gone Forex University. - September 08, 2018 - Kiss Trading Academy

Carolyn R. Baker Recognized as a VIP Member by Strathmore's Who's Who Worldwide Publication

Carolyn R. Baker Recognized as a VIP Member by Strathmore's Who's Who Worldwide Publication

Carolyn R. Baker of Williamsburg, Virginia has been recognized as a VIP Member for 2018 by Strathmore’s Who’s Who Worldwide Edition for her outstanding contributions and achievements in the field of tax services. About Carolyn R. Baker Carolyn Baker is an Internal Revenue Services... - September 08, 2018 - Strathmore Worldwide

The College Investor Nominated for Best Investing Blog and Best Student Loan Debt Blog in 2018

The College Investor Nominated for Best Investing Blog and Best Student Loan Debt Blog in 2018

The College Investor is nominated for Best Investing Blog and Best Student Loan Debt Blog in the 2018 Plutus Awards for their outstanding working improving financial literacy for millennials in 2018. - September 06, 2018 - The College Investor

Elios Financial Group Announces New Partnership with Custodian TD Ameritrade Institutional

Elios Financial Group, Inc. (EFG) announces it has entered into an agreement with TD Ameritrade Institutional to serve as Custodian, effective immediately. The new relationship was the result of a thorough evaluation and a careful search process for a partner who would support Elios... - September 04, 2018 - Elios Financial Group, Inc.

White House Directs Secretary of Labor to Re-Open the Door for The Open MEP®

In a move heralded by consumer advocates and industry groups alike, President Donald Trump today took action that will make it-once again-easier for 401(K) participants to maximize their savings by making it cheaper and easier for unrelated small businesses to pool together to offer retirement... - September 02, 2018 - TAG Resources LLC

Gregory Fitzgerald of Fitzgerald & Campbell, APLC in Santa Ana, CA Announces New Book with Clear Help, Advice & Guidance for Those Have Judgments Entered Against Them

Understanding Judgments: A Brief Guide is a enlightening book written by Gregory Fitzgerald from Fitzgerald & Campbell, APLC, a consumer debt resolution attorney firm located in Santa Ana, California. The book will teach readers about the basics about judgments, and how to resolve them and... - September 01, 2018 - Fitzgerald & Campbell, APLC

TFC Title Loans' New Los Angeles Location

TFC Title Loans' New Los Angeles Location

TFC Title Loans announce that they have moved into an amazing new suite at 3055 Wilshire #530 Los Angeles, CA 90010. - August 31, 2018 - TFC Title Loans

Spencer Savings Bank Partners with Bergen Volunteer Center to Host "Tools For Schools" Drive

Bergen Volunteer Center’s “Tools For Schools” program helps needy families in the area get the supplies they need and excited about the new school year. For years, Spencer Savings Bank has hosted school supply drives to support the Bergen Volunteer Center in Hackensack. This year's three week drive, held at the bank’s headquarters and branches, collected more than 250 school supplies for the children. Items collected will benefit clients of the Mentoring Moms and Mentoring Youth program. - August 31, 2018 - Spencer Savings Bank

The BSC Group Arranges $5 Million Refinance of Historic Klee Plaza in Portage Park

The BSC Group Arranges $5 Million Refinance of Historic Klee Plaza in Portage Park

The BSC Group, LLC, a leading Chicago based commercial real estate financing advisor, has arranged financing for The Klee Plaza in Portage Park’s "historic-style" six-corners shopping district in Chicago. The $5 million non-recourse loan featured a fixed interest rate for 10 years with interest only amortization. Loan proceeds were used to refinance existing debt and pay applicable closing costs. - August 29, 2018 - The BSC Group, LLC

Equiant Strengthens Team for Future Growth

Equiant Strengthens Team for Future Growth

Kim Kreiger named Chief Information Officer. - August 27, 2018 - Equiant

The Palm Beach Hedge Fund Association Announces a Strategic Collobration with Venture Cafe Miami

The Palm Beach Hedge Fund Association Announces a Strategic Collobration with Venture Cafe Miami

The Palm Beach Hedge Fund Association is pleased to announce the panel discussion, "The Future of Crypto, Blockchain, and ICO's" in partnership with Venture Cafe Miami - August 25, 2018 - Palm Beach Hedge Fund Association

The Association of Coupon Professionals Presents Free “Retailer & Manufacturer Panel: Addressing Issues and Seeking Solutions” Webinar

Latest in ACP Academy Series, Retailer & Manufacturer Panel Webinar on Oct. 3, 2018 - August 23, 2018 - Association of Coupon Professionals

Discovery Benefits Releases Enhanced Benefits Mobile App

Discovery Benefits Releases Enhanced Benefits Mobile App

Discovery Benefits, an industry-leading administrator of Health Savings Accounts, Flexible Spending Accounts, Health Reimbursement Arrangements, Commuter Benefits and COBRA coverage, recently released updates to its Benefits Mobile App to make it easier for participants to get more out of their... - August 22, 2018 - Discovery Benefits

PayCardPros, Inc. Partners with FlexWage, LLC to Market and Sell the FlexWage Suite of Solutions

PayCardPros, Inc. Partners with FlexWage, LLC to Market and Sell the FlexWage Suite of Solutions

PayCardPros, Inc. of San Diego, California has contracted with FlexWage Solutions, LLC to market and sell the FlexWage OnDemand Pay and Pay Card Solutions. The FlexWage OnDemand Pay platform is regarded as one of the most innovative and important employer benefits available today. - August 22, 2018 - PayCardPros, Inc.

Spencer Savings Bank Welcomes George Celentano as Head of the Retail Banking Division

Spencer Savings Bank is pleased to welcome George Celentano as Senior Vice President, Head of Retail Banking. Celentano will be responsible for the performance of the bank’s retail business across all products and channels and will lead the team in continuing to build and nurture strong relationships within the community. Celentano will be part of the Executive Management team and will report to Jose Guerrero, Chairman, President and CEO of Spencer Savings Bank. - August 20, 2018 - Spencer Savings Bank

Industry Firm Directly Supports Association Membership Through Financial Assistance

Industry Firm Directly Supports Association Membership Through Financial Assistance

MortgageManuals.com, a provider of mortgage policies and procedures and compliance services, saved 118 mortgage broker firms $10,600 in the last 12 months through its association discount program, according to a report compiled August 14, 2018. The program, which began recording association... - August 16, 2018 - MortgageManuals.com

Xirkle Announces the Release of Its Secured Multi Currency Crypto Wallet – XirkleBot

Xirkle Announces the Release of Its Secured Multi Currency Crypto Wallet – XirkleBot

The Xirkle (XIR) token has been designed in such manner as to facilitate fast and smooth online transactions between customers or users, XirkleBot, crypto exchanges, and other entities. - August 16, 2018 - Xirkle

Dade County Federal Credit Union Turns to Dolphin Debit to Expand Its ATM Fleet

Facing a major capital investment in order to expand its ATM fleet, Dade County Federal Credit Union in Florida opted instead for the lower-cost, lower-hassle strategy of outsourcing its new ATMs to Dolphin Debit, the full-service ATM management company. Dade County FCU is a 79-year-old credit... - August 16, 2018 - Dolphin Debit

National Credit Partners Cracks the Code for Business Owners

National Credit Partners Cracks the Code for Business Owners

National Credit Partners provide a lifeline for over-extended business owners who are drowning in debt with their ground-breaking Business Credit Dispute Program - August 15, 2018 - National Credit Partners

Arrowroot Real Estate Austin Deal

Dekel Strategic Investors and Arrowroot Real Estate Close Mueller Place in Austin, TX. - August 15, 2018 - Arrowroot Real Estate

7 Grant Fridkin Pearson, P.A. Attorneys Named to 2019 Best Lawyers® List

7 Grant Fridkin Pearson, P.A. Attorneys Named to 2019 Best Lawyers® List

Grant Fridkin Pearson, P.A. is pleased to announce that seven of its lawyers have been included in the 2019 Edition of The Best Lawyers in America. In addition, Jeffrey Fridkin was selected as a 2019 “Lawyer of the Year” in the practice area of Litigation-Real Estate in Fort Myers,... - August 15, 2018 - Grant Fridkin Pearson, P.A.

Spencer Savings Bank Welcomes New Branch Managers

Local banks need to have strong industry knowledge and experience, and also need to be able to provide a personal touch to really connect with customers and help them achieve their financial goals. Savings Bank is pleased to welcome two new Branch Managers to their Lyndhurst and Lodi branch locations. Radika Lutchman and Jill Gregg have joined the bank as Branch Managers and will be responsible for the management and business development of the bank’s Lyndhurst and Lodi locations. - August 14, 2018 - Spencer Savings Bank

Jeffrey J. Hudale Recognized as a VIP Member by Strathmore's Who's Who Worldwide Publication

Jeffrey J. Hudale of Pittsburgh, Pennsylvania has been recognized as a VIP Member for 2018 by Strathmore’s Who’s Who Worldwide Edition for his outstanding contributions and achievements in the field of finance. About Jeffrey J. Hudale Jeffrey Hudale has almost 15 years experience in... - August 11, 2018 - Strathmore Worldwide

Morris Hall PLLC Names New Partner, Darren Richardson

Morris Hall PLLC Names New Partner, Darren Richardson

Morris Hall PLLC, a premier estate planning law firm and member of the AAEPA, names new partner Darren Richardson. - August 09, 2018 - Morris Hall PLLC

New How to Start a Bookkeeping Business Video Series is a Complete How to Guide for Freelance Bookkeepers

New How to Start a Bookkeeping Business Video Series is a Complete How to Guide for Freelance Bookkeepers

A newly published video is helping aspiring bookkeepers and accountants from across the globe with the requirements, instructions and responsibilities on starting a bookkeeping business. - August 08, 2018 - JA Publications, Ltd.

WalkMe Launches Center of Excellence in Raleigh, Expands Offices to Support Rapid Customer Growth Worldwide

WalkMe Launches Center of Excellence in Raleigh, Expands Offices to Support Rapid Customer Growth Worldwide

WalkMe, the leading Digital Adoption Platform and one of the fastest-growing software companies globally, today announced that it has expanded its office to a new location in Raleigh, North Carolina, following the creation of a Center of Excellence for Growth Companies. WalkMe established its... - August 07, 2018 - WalkMe

2018 iMATER NOW Conference

iMATER NOW focuses on promoting wellness strategies in fast-paced, high-stress professions and aims to reduce stress, anxiety and worry. - August 06, 2018 - iMATER NOW

WebMD Health Services Adds Enrich Financial Wellness Solution to Well-Being Portfolio

WebMD Health Services Adds Enrich Financial Wellness Solution to Well-Being Portfolio

Personalized, Education-Driven Program Helps Employees Build Skills, Take Action to Reduce the Impact of Financial Stress - August 03, 2018 - iGrad

Alex Shaffer Joins Meadows Bank as Regional President in Arizona

Alex Shaffer Joins Meadows Bank as Regional President in Arizona

Meadows Bank announced that Alex Shaffer recently joined Meadows Bank as the Regional President in Arizona. Alex is an 18 year veteran of commercial banking in Phoenix, AZ; Tucson, AZ; Las Vegas, NV and Sacramento, CA markets. Alex joins Meadows Bank most recently from US Bank in Phoenix, Arizona... - August 02, 2018 - Meadows Bank

Streebo Helps Adarsh Credit Co-op Society Drive Large Scale Financial Inclusion Through Successful Rolling Out of Digital Transformation Initiatives

Streebo, a global leader in providing digital transformation solutions partnered with Adarsh Credit Co-Operative Society in rolling out Adarsh Money mobile apps for their members and advisors and added chatbot interfaces to facilitate conversational commerce. With a mission to uplift the weaker... - August 02, 2018 - Streebo Inc

IDMERIT Now Offering Global Business Verification

IDMERIT Now Offering Global Business Verification

Companies can now verify and retrieve data intelligence on businesses to secure their B-to-B interactions. - August 01, 2018 - IDMERIT

Plexus Financial Services, LLC Leaders Named as Delegates to NAPA DC Fly-In Forum

Plexus Financial Services, LLC Leaders Named as Delegates to NAPA DC Fly-In Forum

Practice Leader Allison Winge and Vice President, Client Relations Pamela Appell of Plexus Financial Services, LLC recently participated as delegates to the National Association of Plan Advisors’ (NAPA) Annual DC Fly-In Forum, an exclusive gathering of the nation’s leading retirement... - July 31, 2018 - The Plexus Groupe

ReminderMedia Joins LPL Financial’s Vendor Affinity Program

ReminderMedia Joins LPL Financial’s Vendor Affinity Program

In an effort to help financial advisors reach their marketing potential, ReminderMedia is now providing its products to LPL advisors as part of the firm’s Vendor Affinity Program. - July 28, 2018 - ReminderMedia

Financer.com Aims to Become the Leading Price Comparison Service for Loans and Other Financial Products

Financer.com Aims to Become the Leading Price Comparison Service for Loans and Other Financial Products

The global loan and finance comparison service Financer.com has experienced great growth over the first half of 2018 and is set to reach 1 million monthly visitors by the end of the year, a tenfold increase in traffic compared to last year. The main feature of Financer.com is to help consumers to... - July 27, 2018 - Financer.com

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