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.
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
Ten Best Small Business Loan Providers Named by topcreditcardprocessors.com for July 2018
The leading provider of reviews and ratings of merchant services, topcreditcardprocessors.com, has released their list of the ten best small business loan providers for the month of July 2018. Each month a new version of the rankings is released to highlight the leading and top contending providers... - July 22, 2018 - topseos.com
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
Spencer Savings Bank Financial Center Now Open in Downtown Westfield; Experience the Future of Banking Technology
Customers value community banks that integrate convenience and state-of-the-art technology. Spencer Savings Bank is excited to announce that it has officially opened its Financial Center in Downtown Westfield. The new center is located at 240 North Avenue West, directly across the train station, and features the latest technology to simplify the banking experience. Those interested can join the bank in celebrating their new location and take advantage of some of their special offers. - July 21, 2018 - Spencer Savings Bank
The White Law Group Announces the Filing of a FINRA Arbitration Claim Against Kovack Securities
FINRA Claim Alleges Unsuitable Investing in High-risk Penny Stocks. - July 19, 2018 - The White Law Group, LLC
Mich Elkouri Joins Fountainhead Commercial Capital as Credit Analyst
Fountainhead Commercial Capital, a nationwide lender focused on financing owner-occupied commercial real estate with low loan-to-value loans and the SBA 504 loan program, today announced that Mitch Elkouri has joined the company as a credit analyst. He will be responsible for assisting the... - July 19, 2018 - Fountainhead Commercial Capital
Dolphin Debit Delivers New ATM Fleet to Chocolate Bayou Federal Credit Union
For Chocolate Bayou Federal Credit Union, turning management of its ATMs over to Dolphin Debit was the right choice at the right time, for several reasons. The Alvin, Texas-based credit union was saddled with aging ATMs, all but one too old for an upgrade to accommodate EMV cards. It also saw an... - July 18, 2018 - Dolphin Debit
Dionese Elected Chair of PA Bankers Association
James V. Dionise, President and Chief Executive Officer of Mars Bank, was recently elected chair of the Pennsylvania Bankers Association (PA Bankers). As chair, he will lead Pennsylvania’s largest banking trade association. In this new position, Dionise will have oversight of the... - July 14, 2018 - Mars Bank
Homeland Security Foundation of America (HSFA) Partners with Access National Mortgage on Their Heroes Come First Program
HSFA's Office of Health and Human Services (HHS) incorporates the Heroes Come First program into its mission through a new public-private partnership with Access National Mortgage. - July 12, 2018 - Homeland Security Foundation of America
American Receivable Corporation Ranked #1
For 39 years Mr. Stieber and Mr. Gurney have grown a company that is receiving more and more recognition for being the best in class. Hiring the right people has been the key to their success. With an average tenure of over 20 years, the staff at American Receivable consistently delivers superior... - July 11, 2018 - American Receivable Corporation
IDMERIT Launches IDMvalidate for Fast and Accurate ID Authentication
App works in conjunction with IDMverify to add another level of fraud assessment to company’s global identity verification solutions. - July 11, 2018 - IDMERIT
Neto Financial Group Opens Office in Nashville, Tennessee
Neto Financial Group Inc., an Accounting, Tax, and Wealth Advisory firm founded in Miami, Florida, has opened an office in Nashville, Tennessee. Elizabeth Morton, CPA, and Arturo Neto, CFA, CPWA, opened the office in early June to provide a full suite of financial services to small business owners... - July 10, 2018 - Neto Financial Group
Survey: Canadian Young Adults (18-24) Less Optimistic Than American Counterparts in Homeownership Prospects
Justin Havre & Associates recently surveyed young adults (18-24) across Canada and the US to gauge when these groups believe they would be in a financial position to own a home. The results of the survey suggest that Americans in this age group believe they will be able to purchase their first home sooner than Canadians. - July 10, 2018 - Justin Havre & Associates
Spencer Savings Bank Sponsors Financial Education Program for Almost 800 Local Students, Financial Education Key to Empowering the Community
Spencer Savings Bank believes financial education is the key to empowering the community. The bank is proud to announce that almost 800 local students increased their financial literacy knowledge through participation in the EverFi financial education program, sponsored by Spencer Savings Bank. - July 09, 2018 - Spencer Savings Bank
DigitalCurrencyGuy.com Believes Mass Adoption and Future Technology Will be Based on How Fast We Expose Our Creative Children to Block Chain Technology
DigitalCurrencyGuy.com hosts a monthly crypto currency block chain class for free, explaining crypto currency earning strategies and our children’s adoption of the block chain fast action crypto course. Jamar James, aka the Digital Currency Guy explains how regular folks can profit in various ways, and which new technologies are being created by the brightest minds. - July 06, 2018 - Digital Currency Guy
Omanye Limited Raising £500,000.00 on Crowdcube
The funds will go in support of plans to reach millions of the world’s unbanked and underbanked in Europe, the Middle East, Asia and Africa. - July 04, 2018 - Omanye Limited
SnapCheck Receives Prestigious Red Herring Award as Top Startup in 2018
SnapCheck, Inc., a leader in digital payments solutions, today announced it has been named winner of the prestigious Red Herring Top 100 North America award. SnapCheck received the award during a special ceremony at the Marina Del Rey Hotel in Los Angeles on June 20, 2018. “2018’s crop... - June 29, 2018 - SnapCheck
Speed to Contact Launches Ricochet Mobile CRM for Android
Speed to Contact, makers of the Ricochet cloud phone system and CRM, have announced the release of Ricochet Mobile CRM for Android. Ricochet is an all-in-one sales solution, including a fast dialer, cloud phone system, rich lead management system, and flexible marketing automation platform. - June 28, 2018 - Speed to Contact
iGrad Partners with Castlight Health to Integrate Financial Wellness Education Into Health Navigation Platform
San Diego-based financial wellness education company, iGrad has announced a new partnership with leading health navigation provider, Castlight Health, to integrate its Enrich™ platform with Castlight’s health navigation solution for employers. iGrad’s Enrich platform is used by... - June 27, 2018 - iGrad
Prominent San Antonio Attorney Joins Jefferson Bank’s Board of Directors
Henry B. Gonzalez III, like Jefferson Bank, has a family history of assisting underserved communities. - June 27, 2018 - Jefferson Bank
Spencer Savings Bank Donates $10,000 to Comprehensive Behavioral Healthcare, Committed to Improving Mental Health in the Community
Mental illness is a leading health crisis in America, and organizations are doing what they can to improve mental healthcare. Spencer Savings Bank recently did just that, by making a $10,000 donation to Comprehensive Behavioral Healthcare (CBHCare), in support of improving mental health in the community. The bank has been working with and supporting the organization for over three years. Donations help the organization sustain essential counseling and support services in the community. - June 27, 2018 - Spencer Savings Bank
RPA President Josh Schwartz to Chair Institutional Investor's Retirement Plan Advisor Summit
Josh Schwartz to lead two-day agenda, including discussion of plan design, practice management, investment solutions, and market insights. - June 26, 2018 - Retirement Plan Advisors
Ten Best Small Business Loan Services Named by topcreditcardprocessors.com for June 2018
The independent authority on merchant services, topcreditcardprocessors.com, has published the June 2018 rankings of the best small business loan providers. The rankings highlight the leading and top contending providers of loans offered to small businesses. While there are hundreds of competing... - June 26, 2018 - topseos.com
The Lonely Entrepreneur to Help 1 Million Entrepreneurs Worldwide
Launches Crowdfunding Campaign to Provide Popular Learning Platform Free to 1 Million Entrepreneurs Worldwide; The Lonely Entrepreneur, known for its top-rated book (http://goo.gl/Xevm8C) and popular online learning platform for entrepreneurs, is determined to help 1 million entrepreneurs have a better chance of success. To do so, it is providing its online learning platform for free to 1 million entrepreneurs worldwide and is launching a crowdfunding campaign to support the worldwide effort. - June 20, 2018 - The Lonely Entrepreneur
The 4th Annual Creative + Investor Shark Attack to be Held at The Ivy of Buckhead on June 21 in Atlanta
Georgia's screenwriters, directors and producers come together with the business and financial community for a powerful showcase of the content creators, filmmaking talent and film projects ready for financing and growing the state's $9.5B entertainment industry. - June 19, 2018 - Ball of Fire Media
Six Grant Fridkin Pearson, P.A. Attorneys Named 2018 Florida Super Lawyers and Rising Stars
Grant Fridkin Pearson, P.A., a Southwest Florida law firm, announced that six of their attorneys were recognized as 2018 Florida Super Lawyers and Rising Stars in the "Florida Super Lawyers" magazine. No more than five percent of the lawyers in Florida are selected by Florida Super... - June 19, 2018 - Grant Fridkin Pearson, P.A.
MEDICI Has Partnered with UBI Banca in Milan to Enhance Their Strength in FinTech Innovation
MEDICI (formerly Let's Talk Payments) has announced UBI Banca as a new member of the MEDICI Enterprise program that helps banks drive FinTech-at-SCALE. - June 19, 2018 - Medici
Cater Allen Private Bank Tops UK Consumer Finance in Digital Governance in the Q2 2018 Sitemorse INDEX
Cater Allen Private Bank is the leader in digital governance in UK Consumer Finance and has once again taken first place in the field in the latest Sitemorse quarterly INDEX. The Sitemorse INDEX reviews sites, scoring and ranking them based on optimisation, experience, compliance and technical... - June 18, 2018 - Sitemorse.com
Brad Sherman Named Investopedia Top 100 Financial Advisors
Brad Sherman is proud to be named one of the Investopedia Top 100 Financial Advisors. The Investopedia 100 list celebrates financial advisors who have contributed significantly to conversations about financial literacy, investing strategies, life-stage planning and wealth... - June 18, 2018 - Sherman Wealth Management
NACA Announces Philadelphia "Achieve the Dream" Home Ownership Event
Major Event to Help Low to Moderate Income Home Buyers June 21 – June 25 - June 15, 2018 - NACA
Texas Trust Credit Union Awards MISD Seniors $4,000 Scholarships
Two Mansfield ISD graduating seniors have received $4,000 each in college scholarships from Texas Trust Credit Union. Bailey Downing from Mansfield High School was awarded the Texas Trust Bill Hallmark Scholarship for Engineering. Ashley Owen from Legacy High School received the Rita Hamner Fine... - June 13, 2018 - Texas Trust Credit Union
iHELP Student Loans Offers New Borrower Options
iHELP has added a new loan option for both private student loans and student loan consolidation. The fixed hybrid rate (FX5) is a 20 year term loan with the interest rate fixed for every 5 years. Additionally, iHELP borrowers are now eligible to receive a 0.25% Auto Pay Interest Rate Discount for payments made via automatic debit. - June 12, 2018 - iHELP Student Loan/RSLFC
New Canadian Based Crypto Exchange, Correx.io, Takes on the Global Giants
Correx.io is a new cryptocurrency exchanged based in Toronto, Canada. They are licensed in the US as a Money Services Business. Traders have two platforms to trade on, a traditional exchange where makers (sellers) are paid 0.1% for every transaction and a QuickTrade option where dozens of altcoins are available to buy and sell. - June 07, 2018 - Correx International