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.

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 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

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

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

Inger Harris Brings Breadth of Industry Experience to Private Bank of Buckhead

Inger Harris Brings Breadth of Industry Experience to Private Bank of Buckhead

Private Bank of Buckhead has named Inger Harris as an Operations Specialist. She brings a breadth of banking experience to the role, having worked in customer service, as a teller, retail branch management, project management and training. “The clients always come first with Inger, who... - November 04, 2015 - Private Bank of Buckhead

Private Bank of Buckhead Adds Joel Higdon as Personal Banker

Private Bank of Buckhead Adds Joel Higdon as Personal Banker

Private Bank of Buckhead has named Joel Higdon as a Personal Banker. He has more than 15 years’ experience in customer service, with 5 years of that spent in banking. “Joel brings experience in a number of areas that are important to our clients, always with a focus on a great customer... - November 04, 2015 - Private Bank of Buckhead

Research on Social Media Leads to Timeshare Freedom for Newton Group Transfers Customer

Research on Social Media Leads to Timeshare Freedom for Newton Group Transfers Customer

Newton Group Transfers urges dissatisfied timeshare owners to research potential exit options on social media. - November 03, 2015 - Newton Group Transfers

Guidewell Financial Solutions Offers Timely Online Personal Finance Resources

National nonprofit Guidewell Financial Solutions helps consumers improve their personal finance skills and quality of life by providing up-to-date money management tools and resources on its website and Facebook page. - November 03, 2015 - Guidewell Financial Solutions

Mars National Bank Adds Mobile Deposit to App

Mars National Bank launched mobile deposit functionality in its myMNB Mobile banking app. The app is available for Apple and Android smartphones and tablets through the app stores. The app now includes account management, bill payment, “Popmoney” (a person-to-person direct payment... - October 31, 2015 - Mars Bank

Mercantile Capital Corporation Funds 15 Commercial Real Estate Loans in 3rd Quarter

SBA 504 loan expert closes loans worth $35.9 million. - October 29, 2015 - Mercantile Capital Corporation

New California Members Title Insurance Co. Serves Credit Unions, Other Lenders Statewide

New California Members Title Insurance Co. Serves Credit Unions, Other Lenders Statewide

California Members Title Insurance Co., a new and credit union-owned company, has launched in California, serving credit unions and all other lenders in the Golden State. - October 28, 2015 - California Members Title Insurance Company

Meritrust and Texas Trust Credit Unions Battle in Clash of the Cash Fitness Competition

Meritrust and Texas Trust Credit Unions Battle in Clash of the Cash Fitness Competition

Employee fitness competition, managed by Sonic Boom, pits Texas credit union against Kansas credit union. Texas Trust concedes defeat. - October 27, 2015 - Texas Trust Credit Union

Jim Van de Veire Brings Depth of Experience to PrivatePlus Mortgage

Jim Van de Veire Brings Depth of Experience to PrivatePlus Mortgage

PrivatePlus Mortgage, a division of Private Bank of Buckhead, has named James Van de Veire a Vice President and Mortgage Banker. He has more than 25 years’ experience in the mortgage industry. - October 27, 2015 - PrivatePlus Mortgage

LaTonya Rodney Joins PrivatePlus Mortgage's Operations team

LaTonya Rodney Joins PrivatePlus Mortgage's Operations team

PrivatePlus Mortgage, a division of Private Bank of Buckhead & Decatur, has named LaTonya Rodney as Senior Mortgage Processor. She brings nearly 10 years’ experience in the mortgage industry to the role, as well as complimentary skills. - October 27, 2015 - PrivatePlus Mortgage

First Service Credit Union Delivering Chip Credit-Debit Cards

Houston's First Service Credit Union delivers new chip-enabled cards designed for greater security. - October 21, 2015 - First Service Credit Union

Everest Companies File Lawsuit Against Kirk Financial Group, Kirk Investment Advisors, and Christopher Kirk

Everest Companies File Lawsuit against Kirk Financial Group, Kirk Investment Advisors, and Christopher Kirk for alleged Lanham Act Violations, Misappropriation of Trade Secrets, Trademark Infringement, Invasion of Privacy, and Tortious Interference with Contract. - October 20, 2015 - Everest Companies

Mars National Bank’s McGraw Appointed to Statewide Banking Committee

Michael W. McGraw, Senior Vice President, Information Technology of Mars National Bank was appointed to the Pennsylvania Bankers Association’s (PA Bankers’) Information Technology Committee. McGraw will serve a three-year term with the focus on technology issues facing the banking... - October 16, 2015 - Mars Bank

Ephraim Global Research Shows That Vacation Planning Takes Precedence Over Education and Retirement

According to a recent Ephraim Global study regarding the savings attitudes of its investors, 26% of the respondents replied that they allocate more time to planning a vacation as opposed to planning for retirement (22%) or the cost of education (19%). - October 16, 2015 - Ephraim Global

PrivatePlus Mortgage Adds Antoinette Macon to Ops Team

PrivatePlus Mortgage Adds Antoinette Macon to Ops Team

PrivatePlus Mortgage, a division of Private Bank of Buckhead, has named Antoinette Macon as a Disclosure Desk Specialist. Atlanta-based PrivatePlus originates mortgages in 49 states. - October 15, 2015 - PrivatePlus Mortgage

GSF Mortgage Welcomes New Mortgage Loan Originator in Maryland

GSF Mortgage is pleased to welcome Dean Machikas as mortgage loan originator in Baltimore, Maryland. He joins TeamGO with more than 20 years of experience as a self-employed subcontractor for new homes. He also obtained his real estate license in 2008 and has experience in real estate investing... - October 15, 2015 - GoGSF

Stern’s Printing Chosen by Union Bank & Trust to Manage Print and Marketing Collateral

Stern’s Printing and Engraving Co., a document management and information solutions company headquartered in suburban Richmond, Virginia, today announced that it has signed a multi-year agreement with Union Bank & Trust to provide printing and promotional items as well as fulfillment... - October 14, 2015 - Sterns Printing

First Service Credit Union Offers Highest CD Rates in the U.S.

According to Deposit Accounts, First Service Credit Union of Houston, is offering the best rates for a 12 and 18-month CD. - October 14, 2015 - First Service Credit Union

Mars National Bank Awarded 5-Star Rating by Bauer Financial

Mars National Bank earned a 5-star Superior rating from Bauer Financial, an independent bank research and rating firm. This is the second consecutive year that the Bank received the highest ranking. Bauer ranks Banks on financial strength. The 5-star “Superior” rating indicates, among... - October 14, 2015 - Mars Bank

New Southern California Consultancy Helps Companies Create Value Using Proven PRASE Methodology

New Southern California Consultancy Helps Companies Create Value Using Proven PRASE Methodology

Proprietary Analytical Technique Enables Clients to Identify and Remove Obstacles to Success. - October 13, 2015 - C-Level Partners

Private Wealth Boosts Poland's Asset Management Industry to €128 Billion in 2015, Inteliace Research Reports in Its Latest Study

Total assets under management (AuM) in Poland across three key segments: investment funds, insurance and pension assets topped EUR 128 billion (PLN 536 billion) as of June 2015. Thanks to continuously growing wealth of private individuals AuM are expected to advance at 7% p.a. by 2017, says Marcin Mazurek, director of Inteliace Research, during a presentation of Inteliace's latest report, “Asset Management and Investment Funds Market in Poland, 2015–2017.” - October 09, 2015 - Inteliace Research

Principia Makes Complex Valuations More Accessible with pasVal

The new Principia Analytic Service gives users a simple way to access sophisticated valuations and analytics. - October 08, 2015 - Principia Partners LLC

SWACHA and NOLA FBI Join Forces to Host Financial Institution Crime Day

SWACHA and NOLA FBI Join Forces to Host Financial Institution Crime Day

14th Annual FI Crime Day hosted by New Orleans FBI and SWACHA. - October 08, 2015 - SWACHA

Fintellix CXO Briefing to Help Vietnam Banks Prepare for SBV’s Basel Compliance Mandate

Key steps in preparing for the Basel journey (organisational changes, data governance and technology investments). - October 07, 2015 - Fintellix Solutions Pvt. Ltd.

Mars National Bank’s McGraw Completes Three-year Advanced School of Banking

Michael W. McGraw, Senior Vice President, Information Technology of Mars National Bank was a recent graduate of the 2015 Advanced School of Banking at the Penn Stater Conference Center, State College, PA. The PA Bankers Association Advanced School of Banking is a three-year program that builds and... - October 03, 2015 - Mars Bank

Protect Your Online Privacy and How Much Personal Information Data Brokers Gather About You

Data brokers gather personal details without your knowledge, using the collected data to create customized ads and web pages that speak to your interests. If you don’t want your personal details scattered around the Internet, follow these tips to limit you and your family’s exposure. - October 02, 2015 - Paäge et Cie

FundPaaS Launches “Reg A+ Portal as a Service” for Broker Dealers & Crowdfunding Portals

FundPaaS Launches “Reg A+ Portal as a Service” for Broker Dealers & Crowdfunding Portals

FundPaaS, a funding platform as a service for crowdfunding portals and small businesses raising capital online, has launched the first Reg A+ Portal as a Service for Broker Dealers and Crowdfunding Portals interested in conducting Reg A+ offerings for their clients in compliance with new regulations. - September 30, 2015 - FinTech School

Paragon Appoints Senior Vice President, National Sales Director of Small Business Capital Group

Paragon Small Business Capital Group, a division of Paragon Bank (OTCBB: PGNN.OB), has appointed Doug Cullinan as Senior Vice President and National Sales Director. Cullinan reports to Charles Yorke, President of the Small Business Capital Group. "Doug's knowledge of SBA loans and his... - September 30, 2015 - Paragon Bank

First Service Credit Union Launches Debit Card Rewards Program

Houston-based First Service Credit Union enhances its debit card program with Choice Rewards. - September 30, 2015 - First Service Credit Union

Want to Limit College Debt? Think Twice Before Borrowing or Spending.

National nonprofit Guidewell Financial Solutions offers college students and their parents tips on how to avoid student loan repayment problems. - September 30, 2015 - Guidewell Financial Solutions

Private Bank of Decatur Adds Personal Banker Chris Clay

Private Bank of Decatur Adds Personal Banker Chris Clay

Private Bank of Decatur has added Loganville resident Chris Clay as a Personal Banker. He previously worked with another area bank, and began his banking career in Macon, receiving a Top Performer designation for his work. “Chris is reliable and focused, with a great customer service... - September 27, 2015 - Private Bank of Buckhead

BDA Advises J. Mendel on Its Sale to Stallion

BDA Partners is pleased to announce that its client, luxury fashion house J. Mendel, Inc, has been sold by majority owner The Gores Group to Stallion, Inc, a privately held company. Gilles Mendel will retain a significant stake in J. Mendel and will continue as Chief Creative Officer of the company. - September 23, 2015 - BDA Partners Ltd

Marketforce to Host Second Annual Digital Banking Innovation Summit in Istanbul, 10th-11th November 2015

The Digital Banking Innovation Summit brings together leading banking innovators from across the world to share fresh insights in the digital age. - September 23, 2015 - Marketforce

Microsoft RMS EMV Chip and Pin Integration

Microsoft RMS EMV Chip and Pin Integration

System Solutions released the Microsoft RMS EMV Chip and Pin Integration. The integration makes the fastest, lowest cost solution for Microsoft RMS users to immediately process EMV transactions. - September 22, 2015 - System Solutions LLC

BCBank Makes Historic $1.5 Million Donation and $250,000 Challenge Grant to Build Community Athletic Facility for Barbour County

BCBank Makes Historic $1.5 Million Donation and $250,000 Challenge Grant to Build Community Athletic Facility for Barbour County

BCBank is proud to announce a donation of up to $1.75 million to the Promise Foundation of Barbour County, a 501C3 non-profit organization. The funds will be used to construct a community athletic and activities facility at Philip Barbour High School’s George Byrer Field. It is the largest... - September 22, 2015 - BCBank

Affluent Couples Collaborate to Make Vital Financial Decisions, Says Ephraim Global Survey

According to a recent Ephraim Global survey, financially prosperous couples tend to cooperate more in matters that relate to retirement or other monetary issues than couples or families with an average household income. - September 19, 2015 - Ephraim Global

IS Partners LLC Expands Services to Include PCI-DSS Audits

IS Partners LLC Expands Services to Include PCI-DSS Audits

IS Partners is now a PCI Certified Assessor. - September 18, 2015 - IS Partners, LLC

ARGI Financial Group Brings on Talented CPA Group

ARGI is proud to announce Chris Green, CPA, and Mark Brown, CPA, members of Emerald Advisors Group, LLC have joined ARGI’s Business Services Division. - September 18, 2015 - ARGI Financial Group

A Critical Comparison: P/E Ratio for Stock Market Valuation is Affected by Interest Rates, Inflation and Monetary Policies

A Critical Comparison: P/E Ratio for Stock Market Valuation is Affected by Interest Rates, Inflation and Monetary Policies

Is it time to worry about another stock market bubble? With the SPX index hovering near an all-time high, it’s controversial whether stocks are over-valued, fair market, or under-valued. The Wall Street Challenger introduces MAPE, Monetary-Adjusted Price-Earnings ratio, built off of Shiller's widely accepted CAPE algorithm and improves traditional P/E ratio accuracy in signaling market tops or bottoms as a result of expected monetary policy effects. - September 17, 2015 - The Wall Street Challenger

Seasoned Banker Added to Private Bank of Buckhead Team

Seasoned Banker Added to Private Bank of Buckhead Team

Private Bank of Buckhead, which includes Private Bank of Decatur and PrivatePlus Mortgage, has added Marietta resident Karen B. Smith as a Senior Lender. She is based out of Buckhead and will serve clients in Cobb County and across the metro area. - September 17, 2015 - Private Bank of Buckhead

Mars National Bank’s Pifer Joins PA Banker Emerging Leaders Group

Hope Pifer, Assistant Vice President, Senior Financial Analyst at Mars National Bank, joined the Emerging Leaders Peer Group of the Pennsylvania Bankers Association. The group’s purpose is to identify, equip, train and offer ongoing support to emerging leaders who aspire to greater levels of... - September 17, 2015 - Mars Bank

"Stop Renting Start Saving" - by Sonja Skye Now Available

"Stop Renting Start Saving" - by Sonja Skye Now Available

New book helps investors and renters enter booming housing market - September 16, 2015 - Sonja Skye

BDA Moves Into New, Larger London Office

BDA Partners' London office has moved, to a larger physical space in Mayfair. Their new address is: 7-8 Conduit Street London, W1S 2XF United Kingdom Tel: +44 203 327 3360 Fax: +44 207 182 4100 Andrew Huntley, Senior Managing Director based in London, said, "We've built a strong... - September 16, 2015 - BDA Partners Ltd

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