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.
Absolute Capital Ranked as One of America’s Fastest Growing Companies in the Inc. 5000
Absolute Capital has now been ranked as one of America’s fastest growing companies for five years in a row. Brian Osborn, Managing Director at Absolute Capital states “We are extremely proud to achieve these honors. It is a direct reflection of our team’s abilities and the... - January 11, 2016 - Absolute Capital Portfolio Management Group
Wilde Agency Releases 2nd Research Study on Behavioral Economics
Explores how to motivate Millennials to alter their behavior with respect to retirement savings and life insurance - January 11, 2016 - Universal Wilde
Diligent Benefits Launches a New Breed of Insurance Services
Diligent Insurance Services, a leader in new age insurance services announced that it has launched Diligent Benefits to provide personalized services for consumers to select individualized insurance and financial products. Diligent Benefits does not simply quote and sell insurance policies, but... - January 11, 2016 - Diligent Insurance Services
High Growth Expected in Mobile Payments & E-Commerce
The 7th Mobile Money + E-Commerce Summit 2016 will convene on the 28th and 29th of January 2016 in Yangon, Myanmar, bringing together government authorities, industry experts and key private sector partners from in and around Myanmar and the Greater Mekong Subregion to dissect the critical issues, share valuable insights and perspectives, and develop new and practicable solutions to the challenges currently facing these rapidly emerging Asian markets. - January 11, 2016 - Magenta Global Pte Ltd
Sharon A. Burt Recognized as a Professional of the Year by Strathmore's Who's Who Worldwide Publication
Sharon A. Burt of San Diego, California was recognized as a Professional of the Year for 2015 by Strathmore’s Who’s Who Worldwide for her outstanding contributions and achievements in the field of finance. About Sharon A. Burt Ms. Burt has over 45 years experience in the financial... - January 09, 2016 - Strathmore Worldwide
First Service Credit Union Sharing Its 2015 Success with Members
Each of First Service CU's 55,000 members will receive a portion of its earnings. - January 07, 2016 - First Service Credit Union
BDA Advises Founder on Sale of Diagnostic Biotech Company CHROMagar SAS
BDA Partners is pleased to announce that the French company CHROMagar SAS, the pioneer in innovative chromogenic culture media solutions, has been sold to a Japanese chemicals company. BDA acted as the exclusive financial advisor to CHROMagar founder and shareholder, Dr. Alain Rambach. Terms of the... - January 06, 2016 - BDA Partners Ltd
Stock Market Investing Easy? It Is Now Thanks to Momentum
Momentum Eliminates Need for Brokers, Jargon - January 06, 2016 - Momentum
William Turner Named Vice President, Branch Administration at Encore Bank
The addition of Bill Turner to the management team at Encore Bank is a great benefit to both the bank and the community. - January 06, 2016 - Encore Bank
Paragon Appoints Halberg as Wealth Advisor of Wealth Solutions Team
Paragon Bank (OTCBB: PGNN.OB) has announced Martin Halberg as Wealth Management Advisor of its Wealth Solutions team. Halberg reports to Mike Edwards, President and Chief Operating Officer at Paragon Bank, and Charles Yorke, President of the Paragon Small Business Capital Group, and will be based... - January 05, 2016 - Paragon Bank
GSF Mortgage Increases Footprint in Florida
GSF Mortgage is pleased to welcome Kirk Velez as mortgage loan originator in Punta Gorda, Florida. He joins TeamGO with 2 years in the mortgage industry and several years in the construction business. Velez was attracted to GSF Mortgage because the company is able to offer construction loans, a... - December 31, 2015 - GoGSF
Online Trading Academy to Host Power Trading Workshops in Iowa
Online Trading Academy will host two Power Trading Workshops in Iowa in January, 2016. Both Workshops are free and open to the public with registration. The first workshop will be held in Ames on Saturday, January 2, 2016. The second workshop will be held in downtown Des Moines on Saturday, January... - December 29, 2015 - Online Trading Academy Minneapolis
Rand Paul's Obamacare Replacement
Insurance Processing Corporation (IPC) enrolled America’s 1st tax-free Health Savings Account (HSA). The tax-free HSA is the center-piece of Republican Healthcare Reform. In 2016, IPC is adding low-cost Short-Term-Medical (STM) to the product offerings. IPC expanded its web presence with a consumer blog entitled CRUZforVP.com. The blog’s analysis includes Presidential candidates’ healthcare reforms. IPC's informed opinion rates Rand Paul’s reforms the best. - December 28, 2015 - Insurance Processing Corporation
Guidewell Financial Tells How to Celebrate a Meaningful Holiday Without Breaking the Bank
National nonprofit Guidewell Financial Solutions explores the surprising lessons one family learned when they had to limit holiday spending due to budgetary concerns. Their experience shows it is possible to spend less and still savor the season. - December 21, 2015 - Guidewell Financial Solutions
Mission Federal Credit Union Receives BBB Torch Award for Marketplace Ethics
The San Diego Better Business Bureau (BBB) has named Mission Federal Credit Union as recipient of its prestigious Torch Award for Marketplace Ethics, category 250-499 employees. The award recognizes Mission Fed for its strong commitment to integrity, customer service and community... - December 17, 2015 - Mission Federal Credit Union
Private Bank of Buckhead Celebrates Ninth Anniversary
Bank enters tenth year in position of continued strength. Crawford: "If anyone out there doesn’t love their bank, I hope they’ll consider our approach to full-service community banking.” - December 14, 2015 - Private Bank of Buckhead
Solomon Exam Prep Launches “Series 50 MSRB Municipal Advisor Representative Qualification Exam” Study Program
Solomon Exam Prep has published study materials for professionals required to take the upcoming Series 50 pilot exam. - December 12, 2015 - Solomon Exam Prep
IRS Commissioner Koskinen to Keynote NBPCA’s 2016 Power of Prepaid® Conference, topcreditcardprocessors.com Announced as Event Media Partner
The Network Branded Prepaid Card Association (NBPCA) announced today that Internal Revenue Service (IRS) Commissioner John Koskinen will keynote the 2016 Power of Prepaid® Conference. Commissioner Koskinen’s address to the conference will focus on the formation and importance of the IRS... - December 12, 2015 - topseos.com
Arlington ISD Joins the Texas Trust Spirit Reward Program
Funds raised from Texas Trust Spirit Debit Reward card will go toward new outdoor performance area in Arlington ISD. - December 11, 2015 - Texas Trust Credit Union
Mission Federal Credit Union Celebrates Opening of Carmel Mountain Ranch Branch
Mission Federal Credit Union, the largest, locally based financial institution exclusively serving San Diego County, with $2.8 billion in assets and over 25 branch locations serving more than 187,000 customers, celebrates the opening of its new Carmel Mountain Ranch Branch, located at 11650 Carmel... - December 10, 2015 - Mission Federal Credit Union
Strathmore’s Who’s Who Honors Marilyn A. Tsilimparis as Professional of the Year and VIP Member
Marilyn A. Tsilimparis, of Brooklyn, New York, has recently been recognized as a VIP and Professional of the Year 4th quarter by Strathmore’s Who’s Who for her outstanding contributions and achievements in the field of Banking and Credit Services. - December 10, 2015 - Strathmore Who's Who
Strathmore’s Who’s Who Honors Michael S. Stachowski as a Lifetime VIP Member
Michael S. Stachowski, of Kansas City, Missouri, has recently been honored as a Lifetime VIP Member by Strathmore’s Who’s Who for his outstanding contributions and achievements in the field of Financial Planning. - December 10, 2015 - Strathmore Who's Who
Stern’s Printing Chosen by the Bank of Lancaster to Manage Print and Marketing Collateral
Stern’s Printing and Engraving Co. has been designated the official print vendor for the Bank of Lancaster to provide printing and promotional items as well as fulfillment services. - December 09, 2015 - Sterns Printing
Chicago Baptist Institute - a Historical Landmark in Bronzeville /Washington Park for Sale for $15 Million
Ebonie Caldwell, of Ebonie Caldwell Realty Portfolio - A Real Estate Development and Marketing Company, was commissioned to sale of the Chicago Baptist Institute - a historic landmark building at 5120 S. King Drive, Chicago, IL 60615, located across the street from the pending location of the Obama Presidential Library in Washington Park for $15 million. - December 08, 2015 - Ebonie Caldwell Realty Portfolio Luxury
Private Bank of Buckhead Adds Cindy Siegler to Compliance Team
Private Bank of Buckhead, which includes Private Bank of Decatur and PrivatePlus Mortgage, has named Cindy Siegler as Bank Secrecy Compliance Specialist. She brings nearly 20 years of experience to the bank, previously working in Bank Secrecy Act and compliance at another area community bank. - December 08, 2015 - Private Bank of Buckhead
Madison Street Capital Arranges Credit Facility for City Elevator
Madison Street Capital acted as the exclusive financial advisor in arranging a credit facility for its client, City Elevator. The transaction was announced today by Charles Botchway, CEO of Madison Street Capital. Terms of the deal were not disclosed. “It was a great opportunity for Madison... - December 08, 2015 - Madison Street Capital
Texas Trust Helps North Texas Schools Earn a Million Dollars
The One Million Brighter event marked the $1 million milestone of Texas Trust's Spirit Debit Reward program. - December 08, 2015 - Texas Trust Credit Union
Dolphin Debit Marks Successful First Decade of Managing ATMs for Credit Unions, Banks
Dolphin Debit’s first ATM was placed with Community Resource CU 10 years ago today. - December 02, 2015 - Dolphin Debit
Grant Barra, Managing Partner and CEO of Barra & Associates LLC (BARRA) Recently Announced Plans to Move Its Corporate Office to Itasca, IL
Grant Barra, Managing Partner and CEO of Barra & Associates LLC (BARRA) recently announced plans to move its corporate office to Itasca, IL in December of 2015. The new office will be north of its current location in Lombard, IL. For BARRA, an Insurance and Financial Services firm with... - December 01, 2015 - Barra & Associates, LLC
James DeFrantz, Principal of Virtual Compliance Management Services Announces New Service
James DeFrantz notes that VCM will soon offer a subscription service. - November 26, 2015 - Virtual Compliance Management
BDA Opens New Office in Dubai, Replacing Bahrain
BDA Partners has opened a new office in Dubai, replacing its long term Bahrain presence. The office is located in the Dubai International Financial Centre, a strategically important location, and the hub of the Middle East financial sector. The new address is: Level 3, Gate Village 4 Dubai... - November 25, 2015 - BDA Partners Ltd
Developing Women as Business Leaders
New Partner4Success program guides and supports executive women in their development as business leaders. Meetings are both in-person in the San Francisco Bay Area and virtual nation-wide. Connect with like-minded business women, discover how to develop leadership competencies and share in peer wisdom. - November 23, 2015 - Partner4Success
Retirement Plan Advisors Welcomes Higher Education Client, Cairn University
Cairn University Adopts SponsorPlus. - November 21, 2015 - Retirement Plan Advisors
Julia Lu, Partner, Richards Kibbe & Orbe LLP to Speak at the KC's event
The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts, has announced today that Julia Lu, Partner, Richards Kibbe & Orbe LLP will speak at the Knowledge Group’s webcast entitled: “CFTC Proposed Margin Rule for Uncleared... - November 21, 2015 - The Knowledge Group
Fintech Startup Takes Price Comparison Industry to a New Level - Money Transfers Comparison by The Money Cloud
The Money Cloud is a new form of price comparison site that compares currency rates, fees of money transfer companies. Users of this service can compare different players in the foreign exchange market, such as banks, money transfer operators, peer-to-peer online companies, FX brokers, payment services and travel money firms. - November 19, 2015 - The Money Cloud.com
Teresa Connors Brings Breadth and Depth of Experience to Private Bank of Buckhead
Private Bank of Buckhead has named Teresa Connors as a Loan Administration Specialist. She brings more than 20 years of experience to the bank and has previously worked with several of its team members at other banks. “Teresa is dedicated to providing clients with a necessary service that... - November 18, 2015 - Private Bank of Buckhead
Mars National Bank Opens “Branch of the Future”
The new Richland office features state-of-the-art bank design. There is no teller line – customers are greeted and guided to a service area to meet their needs. The service area includes “pods” for transactions, meeting rooms for privacy and also self-serve convenience boxes, a new concept which lets customers access boxes with biometric security. - November 18, 2015 - Mars Bank
Meltem F. Kodaman, Counsel, Sutherland, Asbill & Brennan LLP to Speak at the KC’s event
The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts, has announced today that Meltem F. Kodaman, Counsel, Sutherland, Asbill & Brennan LLP will speak at the Knowledge Group’s webcast entitled: “CFTC Proposed Margin Rule... - November 18, 2015 - The Knowledge Group
'Tis the Season to be Cautious - Guidewell Financial Solutions Provides Holiday Safeguards
National nonprofit Guidewell Financial Solutions and Better Business Bureau of Greater Maryland offer tips on how to avoid falling victim to holiday identity theft and scams. - November 18, 2015 - Guidewell Financial Solutions
Archer Consultants Announces Successful Bulgarian License Issued by the Bulgarian Financial Supervision Commission (FSC) Under MiFID for an Investment Intermediary
Bulgarian Broker and Fund Manager Matador Prime has issued a license under the Bulgarian Financial Supervision Commission (FSC). The license permits Matador Prime to conduct business as an investment intermediary within the European Union and European Economic Area under MiFID. The newly formed... - November 17, 2015 - Archer Consultants
Claire L. Hall, Of Counsel, DLA Piper to Speak at the KC's event
The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts, has announced today that Claire L. Hall, Of Counsel, DLA Piper will speak at the Knowledge Group’s webcast entitled: “CFTC Proposed Margin Rule for Uncleared Swaps... - November 17, 2015 - The Knowledge Group
Braden Perry, Partner, Kennyhertz Perry, LLC to Speak at the KC’s Event
The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts, has announced today that Braden Perry, Partner, Kennyhertz Perry, LLC will speak at the Knowledge Group’s webcast entitled: “CFTC Proposed Margin Rule for Uncleared Swaps... - November 14, 2015 - The Knowledge Group
R5FX Goes Live with Indian Rupee
R5FX is now live with Indian Rupee (INR) trading. The launch coincides with the London visit of the Indian Prime Minister, Shri Narendra Modi. R5FX is the new FX trading platform dedicated to emerging market currencies. - November 13, 2015 - R5FX
The Knowledge Group Has Scheduled a Live Webcast on CFTC Proposed Rule for the Cross Border Application of the Margin Requirements
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: CFTC Proposed Rule for the Cross Border Application of the Margin Requirements. This two-hour event is scheduled on... - November 12, 2015 - The Knowledge Group
Penn Community Bank Introduces New Identity
Created by the unification of First Savings Bank of Perkasie and First Federal of Bucks County, Penn Community Bank operates 22 branch locations across Bucks County. - November 12, 2015 - Penn Community Bank
Private Bank of Decatur Adds "Ambassadors"
Jim Maxson and Carter Wilson join Board of Advisors for community bank. - November 06, 2015 - Private Bank of Decatur
Business Bancshares, Inc. and The Business Bank of St. Louis Announce Highest Quarterly Earnings in the History of the Company
Third Quarter 2015 Financial Results - November 06, 2015 - The Business Bank of St. Louis
Exult Ranked Number 39 Fastest Growing Technology Company on the Deloitte Technology Fast50 India 2015
Exult Corp., a leading service provider to Fortune 500 companies in eLearning and Training Solutions, Mobility, and Technology wins the prestigious Deloitte Technology Fast50 India 2015. - November 05, 2015 - Exult Corporation
Approved Mortgage Ranked on Inaugural Top Company Cultures List Presented by Entrepreneur and CultureIQ
One of Indiana’s largest privately owned mortgage banking firm Approved Mortgage Corporation ranks 22nd in the U.S. for The 25 Best Small-Company Cultures in 2015 according to Entrepreneur.com and CultureIQ®. - November 05, 2015 - Approved Mortgage Corporation
Oakmont Advisory Group to Open New Westside Office
Locally family-owned and operated financial planning and investment advisory firm, Oakmont Advisory Group, LLC, will be opening a second office in January 2016. - November 04, 2015 - Oakmont Advisory Group, LLC