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.
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
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 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 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
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 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 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 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, 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
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 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, 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. 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
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
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
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 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
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, 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
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, 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
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
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
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
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
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
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
Meadows Bank Ranks #1 in Small Business Administration (SBA) 504 Lending
Meadows Bank announced that it was ranked #1 in Nevada by the U.S. Small Business Administration (SBA) for 504 lending as of the end of the 3rd quarter of SBA’s fiscal year and #2 in Nevada for 7(a) lending for the same time period. - July 26, 2018 - Meadows Bank
Henry Oster Onyemah Discusses Everything Needed to Operate a Microfinance Institution
Nigerian writer, Henry Oster Onyemah, in his book "The Functional Microfinance Bank" discusses every aspect needed to operate a microfinance institution for optimal performance. - July 26, 2018 - Publiseer
Heartland Credit Union Association Names Dolphin Debit Its Exclusive ATM Partner
Dolphin Debit, the full-service ATM management company, has been named the Exclusive Partner of the Heartland Credit Union Association (HCUA). Kansas-based HCUA has credit union members of all sizes in Kansas, Missouri and other regions. The organization’s objective is to unite, strengthen,... - July 26, 2018 - Dolphin Debit
Affinity Federal Credit Union Partners with iGrad for Financial Wellness Education
Affinity Federal Credit Union (AFCU) recently launched Enrich™, iGrad’s adaptive, personalized and interactive online financial literacy platform to its 165,000+ members. - July 25, 2018 - iGrad
Russell Hill, CEO of Ellwood Associates, Announces Retirement in 2019
Russell Hill, longtime CEO of Chicago-based investment consulting firm Ellwood Associates, has announced that he will retire from the firm in February 2019. Hill will remain with the firm as chairman of the board of directors. Hill has served as CEO of Ellwood since 2004. Under his leadership, the... - July 25, 2018 - Ellwood Associates
Won Mega Millions? Lottery Lawyer Offers 5 First Steps
With the Mega Millions jackpot at $512 million, now is the perfect time to know what steps to take in case you win. Jason M. Kurland, known as The Lottery Lawyer, shares the following five tips for winners. - July 24, 2018 - Rivkin Radler LLP
Spencer Saving Bank Awards $26,000 in Scholarships to Gifted Students, Supports Local Students’ Education Dreams
Spencer Savings Bank recently awarded $26,000 in scholarships to 34 gifted students in local high schools and middle schools during a scholarship ceremony marking the bank’s 16th year supporting education dreams. Students from various New Jersey school districts, within Spencer’s... - July 24, 2018 - Spencer Savings Bank
Fifty Best Merchant Services Named by topcreditcardprocessors.com for July 2018
The independent authority on merchant services, topcreditcardprocessors.com, has released the latest rankings of the best merchant services for the month of July 2018. Each month thousands of competing merchant service providers are put to the test while only the leading and top contending MSPs are... - July 22, 2018 - topseos.com