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.

GSF Mortgage Named Platinum Million Dollar Lender for Third Year

GSF Mortgage is honored to be recognized as a Guaranteed Rural Housing (GRH) Million Dollar Lender Award recipient by the United States Department of Agriculture (USDA) for the third year in a row. The company individually funded in excess of $1 million in GRH loans in order to help them raise... - August 16, 2014 - GoGSF

DigitalTangible Changes Online Gold Investing with New Distributed Custodian Network

DigitalTangible Changes Online Gold Investing with New Distributed Custodian Network

DigitalTangible has partnered with leading gold dealers and precious metals depositories to launch the world’s first provably-linked physical gold coins attached to the Bitcoin Blockchain, creating both a new and growing global market for gold bullion accessible via Bitcoin or cash and a new... - August 15, 2014 - DigitalTangible

Chelten Benefits Group Announces Major Medical Carrier Offerings

Chelten Benefits Group Announces Major Medical Carrier Offerings

General Agent now offers High Deductible Health Plans with Supplemental GAP plans through Michigan Brokers. - August 15, 2014 - Chelten Benefits Group

Aspire FCU Members Can Win Fantasy Shopping Spree

Rewards card usage enters members in sweepstakes for "magic minute" dash for merchandise. - August 15, 2014 - Aspire Federal Credit Union

Albuquerque-Based Firm, Hicks Advisory Group, Declares August as "Social Security Awareness" Month

This August marks the 79th anniversary of the signing and passing of the Social Security Act of 1935, a monumental and historic program designed to provide steady and sustainable income for retirees. Unfortunately, far too many retirees do not understand how Social Security works, and lack of... - August 13, 2014 - Oakmont Advisory Group, LLC

T12 Financial Recruiter Announces Expansion of Strategic Recruiting Services for Leading Investment Advisors

T12 Financial Recruiter Announces Expansion of Strategic Recruiting Services for Leading Investment Advisors

T12 Broker Recruiting Announced that it has achieved significant success in the strategic expansion of its broker recruiting services for leading investment advisors throughout the U.S. - August 12, 2014 - T12 Brokerage

AlgoTrades Quantitative Investing System Announces Its Approved for ROTH IRA Accounts

AlgoTrades Quantitative Investing System Announces Its Approved for ROTH IRA Accounts

Investors can now grow their investment capital tax free with the AlgoTrades automated investing system. - August 12, 2014 - AlgoTrades.net

Philadelphia Business Journal Names First Federal of Bucks County a Top Corporate Giver

Volunteerism and charitable giving to the community is part of local bank's culture. - August 09, 2014 - First Federal of Bucks County

The Business Bank of St. Louis Hires New Senior Vice President

St. Louis bank adds experienced member to its team. - August 08, 2014 - The Business Bank

Mars National Bank’s Shawn Proper Appointed to Advisory Committee of Bankers Association

Shawn R. Proper, Senior Vice President, Mortgage and Consumer Lending of Mars National Bank has been appointed to the Pennsylvania Bankers Association’s Mortgage Banking Advisory Committee. The Advisory Committee is responsible to guide, review and recommend education and training programs... - August 07, 2014 - Mars Bank

Chicago-Based BSC Group Voted Best Finance Company by Inside Self-Storage for the Fourth Year in a Row

The BSC Group, a leading commercial real estate financing advisor and self-storage specialist is thrilled to announce they have been voted winner of the 2014 “Best of Business – Finance” award by the readers of Inside Self-Storage Magazine. This marks the 4th consecutive year The BSC Group has been honored with this award. - August 05, 2014 - The BSC Group, LLC

Bankers Elected, Installed on Georgia Bankers Association’s Leadership Executive Committee

Twenty bankers have been installed and elected to roles in the Georgia Bankers Association's Leadership division. - July 31, 2014 - Georgia Bankers Association

Financial Resiliency Foundation & Si Puedes Launch Bilingual Lifeonaire Financial Literacy Summer Camp for Students

Financial Resiliency Foundation & Si Puedes Launch Bilingual Lifeonaire Financial Literacy Summer Camp for Students

Students from the Si Puedes Program are learning how to manage their money and increase their financial capability through an innovative weeklong Lifeonaire financial literacy summer camp held at the Madison Public Library at 222 Park Street. Throughout the weeklong Lifeonaire financial literacy... - July 30, 2014 - Financial Resiliency Foundation

Mission Federal Credit Union Promo Offers 0% Intro APR on New Platinum or Platinum Preferred Credit Cards

Mission Federal Credit Union Promo Offers 0% Intro APR on New Platinum or Platinum Preferred Credit Cards

Mission Federal Credit Union is now running a promotion for MasterCard Platinum or Preferred Platinum Credit Cards until September 17, 2014. - July 28, 2014 - Mission Federal Credit Union

Author and Columnist for the Arizona Republic Nancy Tengler Speaks About Her Upcoming Financial Book for Women

Former San Francisco money manager and author, Nancy Tengler, speaks about her upcoming book, "The Women's Guide to Successful Investing" at Scottsdale Community College on August 7, 2014. The book which focuses on raising the financial IQ and increasing the wealth of women will be released by Palgrave Macmillan on August 19, 2014. - July 27, 2014 - Nancy Tengler

Whitefish Credit Union Partners with Flathead County Fairgrounds

Whitefish Credit Union has partnered with the Flathead County Fairgrounds. The agreement marks the first-ever sponsorship for the 112-year-old Fairgrounds. - July 27, 2014 - Whitefish Credit Union

Lower Bucks Chamber of Commerce Awards Rare Honor to First Federal of Bucks County Team Member

Jessica J. Sweeney, First Federal of Bucks County, Lower Bucks County, Lower Bucks Chamber of Commerce, Jeane Coyle, Temple University, volunteer. - July 26, 2014 - First Federal of Bucks County

Paragon Bank Announces New Operations Center in North Raleigh

Local Bank Facility Allows Growing Staff to Better Manage Assets Securely - July 26, 2014 - Paragon Bank

Three Solutions from Capital Protection Alliance Inc for Delinquent US Taxpayers to Comply with FATCA, FBAR and Other IRS Reporting Requirements

Three Solutions from Capital Protection Alliance Inc for Delinquent US Taxpayers to Comply with FATCA, FBAR and Other IRS Reporting Requirements

Capital Protection Alliance has expanded its Foreign Accounts Service Unit and now provides online tools for individual taxpayers to book a free confidential phone consultation with a Senior CPA and Tax Adviser. Capital Protection Alliance encourages all taxpayers with delinquent foreign accounts reporting to join a Voluntary Disclosure Program (OVDP) or New Streamlined Filing Compliance Procedures to avoid the risk of detection by the IRS and hefty penalties. - July 25, 2014 - Capital Protection Alliance Inc

iGrad Places 2nd Among San Diego’s Fastest-Growing Companies

iGrad Places 2nd Among San Diego’s Fastest-Growing Companies

iGrad, the nation’s leading online financial literacy educator, placed second on the San Diego Business Journal’s list of the 100 Fastest Growing Private Companies. “We’re humbled to make this prestigious list of emerging growth companies,” says iGrad President Rob... - July 22, 2014 - iGrad

Focus Daily News Names Texas Trust Credit Union Best Financial Institution and Mortgage Company

For the fifth consecutive year, Texas Trust has received the Focus in Excellence award. - July 21, 2014 - Texas Trust Credit Union

BrandReact Releases "My Testament Vault" a Unique iPhone/Android App Everyone Should Have

Today BrandReact, Inc – a Social+Mobile+Local Marketing Company based in Miami, FL– announces the release of My Testament Vault, a unique Mobile App, that helps users prepare for the eventuality of their unexpected death. In today’s world, the problem of retrieving a deceased... - July 20, 2014 - Brandreact, inc.

SWACHA Services Corp and Guardian Analytics Announce Partnership to Provide Financial Institutions with Solutions to Prevent Payment Fraud & Unauthorized Account Access

The partnership will result in SWACHA members and SWACHA Services Corporation clients joining hundreds of institutions with access to proven behavioral analytics solutions to expand services with confidence, improve brand reputation, and streamline fraud operations. SWACHA Services Corporation... - July 19, 2014 - SWACHA

Gary Williams Signs at Bethany Beach Books

Author, Gary Williams, will be signing his retirement book at Bethany Beach Books on August 7, 2014. The first 10 copies of the book sold during this event will be a special copy - autographed by Ronnie Lott and Gary Williams. Gary Williams will sign his book, The Art of Retirement on Thursday,... - July 17, 2014 - Williams Asset Management

GSF Mortgage Welcomes Bradley Smith to Maryland

GSF Mortgage is pleased to welcome Bradley Smith as branch manager in Perry Hall, Maryland. This is the company’s fifth branch in the state. Smith comes to GSF Mortgage with 22 years of industry experience. He is a graduate of Towson University with a bachelor’s degree in social... - July 12, 2014 - GoGSF

AlgoTrades Investing System is Approved to Trade in Clients IRA Accounts

AlgoTrades Investing System is Approved to Trade in Clients IRA Accounts

Investors can now have their investment capital automatically traded within their IRA account to avoid annual taxes. - July 08, 2014 - AlgoTrades.net

SWACHA Celebrates 40 Years as a Leading Electronic Payments Resource

SWACHA Will Commemorate its Anniversary with an Open House on July 9th Dallas-based SWACHA is set to celebrate its 40th anniversary on Wednesday, July 9, 2014, with a reception from 2 p.m. to 4 p.m. at its headquarters located at 1999 Bryan Street, Suite 3600, Dallas, Texas 75201. SWACHA is one of... - July 04, 2014 - SWACHA

Texas Trust Credit Union Gives $9,500 in Scholarships

Texas Trust has awarded five scholarships to high school students, totaling $9,500. Dubiski Career High School senior Jonathan Smith received $1,000 for the Career Technology Education Scholarship, given to students who included career and technology courses as part of their formal high school... - July 03, 2014 - Texas Trust Credit Union

GSF Mortgage Brings Customer Service to Pittsburgh

GSF Mortgage is proud to welcome Gino Gregory as branch manager in Pittsburgh, Pennsylvania. He comes to GSF with nine years of mortgage industry experience. Gregory graduated from the University of Pittsburgh with degrees in both finance and information systems. Immediately following college, he... - July 03, 2014 - GoGSF

ARGI Financial Group Expands to Grand Rapids, MI

ARGI Financial Group expands to Grand Rapids, MI. ARGI is a fast-growth Louisville, KY based wealth management firm. - July 03, 2014 - ARGI Financial Group

Mars National Bank CEO Jim Dionise Elected to Board of Statewide Association

James V. Dionise, President and Chief Executive Officer of Mars National Bank, has been elected to the Pennsylvania Bankers Association (PBA) Board of Directors. Mr. Dionise will serve as chair of the Member Services Policy Committee on the Board. Mr. Dionise will serve a three-year term beginning July 1, 2014. - July 03, 2014 - Mars Bank

HNWI Asset Allocation in Brazil 2014

Marketreportsonbrazil.com presents a new report on “HNWI Asset Allocation in Brazil 2014.” This report provides the latest asset allocations of Brazil HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Brazil HNWIs to 2018 and a comprehensive and robust background of the local economy. - July 03, 2014 - Market Reports on Brazil

New Mission Fed Bottom Line Rates Every Day for Auto Loans

Mission Federal Credit Union recently announced it now offers new bottom line rates for auto loans. - July 02, 2014 - Mission Federal Credit Union

Financial Literacy Gets "Flipped" as Sharon Lechter & iGrad Publish Classroom Curriculum

Financial Literacy Gets "Flipped" as Sharon Lechter & iGrad Publish Classroom Curriculum

To continue their efforts to improve student financial literacy, iGrad announced that they have partnered with bestselling author Sharon Lechter and Pay Your Family First to release a much-anticipated college-level financial literacy curriculum. The curriculum is designed around the "flipped" classroom concept and is aimed to modify the behaviors that are most related to poor financial management. - June 28, 2014 - iGrad

VisionQuest Clients Love the Durham Bulls

VisionQuest Wealth Management continues with its annual Durham Bulls Outing. - June 28, 2014 - VisionQuest Wealth Management

GSF Mortgage Welcomes Second Branch to Sarasota

GSF Mortgage is pleased to welcome Kelly Oatsvall as branch manager in Sarasota, Florida. Joining Oatsvall is Warren Herman, mortgage loan originator. This is the second branch in Sarasota. Oatsvall comes to GSF Mortgage with 14 years of industry experience. She started as a pre-processor and... - June 27, 2014 - GoGSF

Greater Cincinnati/Northern Kentucky Residents to Benefit from Frank Littrell Joining The Great Home Giveaway

Greater Cincinnati/Northern Kentucky Residents to Benefit from Frank Littrell Joining The Great Home Giveaway

Local Realtor, Frank Littrell, Joins Hundreds of Agents across the Country in the first ever “Great Home Giveaway.” - June 25, 2014 - Douglas Leugers & Company

Southwest Florida Residents to Benefit from Douglas Leugers & Company Joining The Great Home Giveaway

Southwest Florida Residents to Benefit from Douglas Leugers & Company Joining The Great Home Giveaway

Doug Leugers of Douglas Leugers & Company Real Estate Advisors is one of hundreds of Real Estate Agents across the country who has invested in “The Great Home Giveaway” sweepstakes that will allow Southwest Florida citizens to enter for a chance to win one of sixteen $10,000 down... - June 25, 2014 - Douglas Leugers & Company

BP Analytics Bridges the Gap Between Human and Robo Advisors

BP Analytics Bridges the Gap Between Human and Robo Advisors

Does it makes sense to hire a financial advisor or use a Robo Advisor? - June 25, 2014 - BP Analytics

Gold Star Mortgage Financial Group, Corporation Announces Cathi Davidson Named an Elite Woman in Mortgage 2014 by Mortgage Professional America

Gold Star Mortgage Financial Group, Corporation is pleased to announce Cathi Davidson has been named among 50 of the nation’s top women mortgage professionals who have made significant contributions to the mortgage lending industry. This prestigious designation was awarded by Mortgage... - June 23, 2014 - Gold Star Mortgage Financial Group

Video by Clarity Advantage Offers Bank Sales Managers Quick Tips on Sales Coaching

Bank sales consulting and training firm Clarity Advantage provides bank sales managers with advice on when to coach sales people in a new sales tips video. - June 23, 2014 - Clarity Advantage Corporation

Gross Joins Mars National Bank as Vice President, Mortgage Lending

Aaron Gross joined Mars National Bank as Vice President, Mortgage Lending. Mr. Gross has 18 years of residential mortgage lending experience and will be responsible for developing and managing client relationships. “Mr. Gross is a seasoned mortgage professional,” said Shawn Proper,... - June 21, 2014 - Mars Bank

Local Realtor, Connie Carlson, Joins Agents Across the Country in the First Ever "Great Home Giveaway"

Local Realtor, Connie Carlson, Joins Agents Across the Country in the First Ever "Great Home Giveaway"

Realtors across the country have joined forces to create the first ever "Great Home Giveaway" whereby they are giving away $10000 every two weeks until January with the intent of helping home buyers with their down payments. - June 20, 2014 - The Connie Carlson Team of Keller Williams Realty

Dolphin Debit Takes Over Full Management of ATMs for Carolina Foothills Federal Credit Union

Dolphin Debit has purchased nine ATMs from Carolina Foothills Federal Credit Union. In a multi-year agreement, Dolphin will operate the ATMs on behalf of the credit union. - June 20, 2014 - Dolphin Debit

Sigma Payment Solutions Adds to Suite of Loan Payment Channels with Pay-by-Phone Technology

Interactive Voice Response (IVR) system – now available nationwide – encourages more on-time payments, eliminates human error, and allows collectors to focus on delinquent borrowers. - June 20, 2014 - Sigma Payment Solutions

DecisionBar Trading Software Now Offering Free Trading Signals Sent Right to Your Inbox

DecisionBar Trading Software Now Offering Free Trading Signals Sent Right to Your Inbox

DecisionBar Trading Software, used by successful traders of stocks, currencies and futures world-wide, is now offering free trading signals, delivered right to your inbox, with analysis by Les Schwartz, the developer of DecisionBar Software and the DecisionBar Trading Method. - June 19, 2014 - DecisionBar Trading Software

First Federal of Bucks County to Hold Lending Open House

Public is invited to learn from financial professionals about the fundamentals of borrowing money, mortgages, and home equity products. - June 19, 2014 - First Federal of Bucks County

Gasparin Recognized for 40 Years of Service

Donna Gasparin of Mars National Bank was recognized for serving over 40 years in the banking industry at the Pennsylvania Bankers Association (PBA) Group 8 meeting held on April 8, 2014 at the Marriott Pittsburgh North at Cranberry Woods. The 40-Year Club consists of bankers completing 40 or more... - June 18, 2014 - Mars Bank

Sageworks Releases Sageworks Bank Information for Bank Analysis and Targeting

Sageworks has announced the release of Sageworks Bank Information, changing the way financial institutions, investors and banking industry vendors access information on banks and credit unions. With data on all 6,000+ U.S. banks and more than 7,000 credit unions, Sageworks Bank Information equips customers to easily analyze financial performance data, compare to peer groups and contact C-level decision makers without sifting through pages of dense regulatory filings and news coverage. - June 18, 2014 - Sageworks

Local Realtor Carol Royse Joins a Select Group of Agents Across the US in the First Great Home Giveaway

Local Realtor Carol Royse Joins a Select Group of Agents Across the US in the First Great Home Giveaway

Local Realtor, Carol Royse, has joined an elite group of top producing REALTORS across the Country in the first ever “Great Home Giveaway.” Carol Royse and the Carol Royse Team, has joined a group of top agents across the country who have invested in “The Great Home... - June 17, 2014 - Keller Williams Realty East Valley

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