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.

New EzCheckPersonal Check Printing Software is Available for Both Mac And Windows Customers

Check printing software halfpricesoft.com released the new Mac version ezCheckpersonal cheque writer for family users. It can help users cut cost by printing professional-looking checks with logo on blank stock in house. Download trial version at www.halfpricesoft.com - March 13, 2014 - Halfpricesoft

Mars National Bank Mortgage Lender Shelley Schweinsberg Wins Realtor Award

Shelley R. Schweinsberg, a Mortgage Lender at Mars National Bank was named “Associate of the Year” by the Beaver County Realtors Association. The award was the inaugural award of its kind by the Association. With the award, Ms. Schweinsberg received a citation from Pennsylvania State... - March 13, 2014 - Mars Bank

New Manual Geocoder Hits Addresses That Couldn’t be Done Before

RATA Associates announces a revolutionary new web-based Geocoder to help HMDA and CRA reporters meet new CFPB accuracy requirements. - March 13, 2014 - RATA Associates

The End of the Wealth Advisor?...BP Analytics Says No!

The End of the Wealth Advisor?...BP Analytics Says No!

According to Cerulli Associates Inc. more than one-third of U.S. financial advisers are planning to retire from the Industry within the next 10 years with 32% of advisors finding it difficult to find a successor. But the underlying question is, do we really need financial advisors anymore when there are so many online Wealth Management software solutions to choose from? - March 11, 2014 - BP Analytics

CommonBond CEO and Co-Founder Joins Ivy Exec’s Mentor Network as a Featured Mentor

CommonBond CEO and Co-Founder Joins Ivy Exec’s Mentor Network as a Featured Mentor

Ivy Exec and CommonBond are pleased to announce that David Klein, CommonBond CEO and Co-founder, has joined The IvyExec.com Mentor Network as the Ivy Exec Featured Mentor for March. David Klein will offer career advice during a live interview on March 20, 2014. An audience member will be selected... - March 06, 2014 - Ivy Exec

Gold Star Mortgage Financial Group, Corporation Increases Its Eastern Expansion with the Opening of Their Tysons Corner, VA Branch

Gold Star Mortgage Financial Group, Corporation is pleased to announce the opening of their Tysons Corner, Virginia Branch, located at 8000 Westpark Drive, Suite 600A, Tysons Corner, Virginia 22102, which is key to expansion endeavors in the eastern United States. “I am very pleased to see... - March 06, 2014 - Gold Star Mortgage Financial Group

DataRecovery.com Warns Bitcoin Users to Back Up Their Wallets

DataRecovery.com Warns Bitcoin Users to Back Up Their Wallets

DataRecovery.com, a world leader in data recovery, warns Bitcoin users to regularly back up their wallets in order to prevent permanent losses. - March 05, 2014 - Datarecovery.com, Inc.

Brandon Lee Rudat and Brian Townley Release “Chiseling a Leader” on DVD

Brandon Lee Rudat and Brian Townley Release “Chiseling a Leader” on DVD

The dynamic collaboration of Rudat and Townley has been captured in this 50 minute DVD which explores the facets of real leaders. Character comes from a Greek word meaning “chisel”. Revealing the core values of a leader requires a chiseling process that removes pretenses and exposes the true traits of a leader. In this enlightening program, Brandon and Brian bring powerful messages of developing leadership skills to inspire personal and professional excellence. - March 05, 2014 - Rudat & Townley

Families Are Unique – Do Their Estate Plans Reflect That? Sacramento Attorney Erik Hartstrom Discusses Unique Tricks Trusts Can do

Families Are Unique – Do Their Estate Plans Reflect That? Sacramento Attorney Erik Hartstrom Discusses Unique Tricks Trusts Can do

“What is amazing is how many options there are to create a plan that reflects the individual family’s goals and needs,” said Attorney Hartstrom. - March 05, 2014 - Estate Plan Pros

Mobile Money Africa Returns to Johannesburg in May as Industry Focuses on Making Regional Payments Work

The sixth annual Mobile Money Africa will gather more than 400 industry leaders to discuss regional and digital payments in what has becoming an increasingly sophisticated marketplace, when the conference and expo returns to Johannesburg from 21-22 May. Brand new Digital Payments content has been... - March 05, 2014 - Mobile Money Africa

Texas Trust Grew Lending by 19% in 2013, Added 15,773 New Members

Texas Trust Credit Union grew its assets by more than 10 percent in 2013, its loans by 19 percent, and its total membership by 29 percent. - March 05, 2014 - Texas Trust Credit Union

PointClickSwitch.com Reveals Energy Savings for Baltimore Residents

PointClickSwitch.com Reveals Energy Savings for Baltimore Residents

Baltimore-based company PointClickSwitch.com helps consumers compare energy costs online in order to save money while fighting off record lows. - March 04, 2014 - PointClickSwitch

Solving Bitcoin's Core Issues with The Coin Tree (www.TheCoinTree.com)

The Coin Tree's CEO, Andrew Durgee, discusses solving Bitcoin's core issues of access, security, storage, and distribution. - March 04, 2014 - The Coin Tree

Lampert Capital Markets Appoints Tobias Lenza as Managing Director and Head of Equity Capital Markets

Lampert Capital Markets, Inc. announced today that Tobias Lenza has been appointed as Managing Director - Equity Capital Markets. Mr. Lenza will spearhead the firm’s expansion into providing a differentiated equity product to institutional and retail investors on managed offerings as well as... - March 03, 2014 - Lampert Capital Markets

WealthPrep.ca Launches an Online Personal Finance Resource for Canadians

New personal finance website connects Canadians to financial advice and support. - March 03, 2014 - WealthPrep

GSF Mortgage Establishes Branch in Spring, Texas

GSF Mortgage welcomes Stephen Exley, Branch Manager in The Woodlands, TX area. Exley brings with him a team of loan originators, which include Ellen Exley, Nancy Sanford and Michael Urias. Stephen Exley is a graduate from Sam Houston State University with a degree in criminal justice. Out of... - March 01, 2014 - GoGSF

Triad to Provide Global Investment Banking for the Healthcare Industry

Triad Securities, a leading Wall St brokerage firm, is pleased to announce the formation of Triad Healthcare Partners, a division of Triad Securities Corp. The new division, headed by Andrew Hirschberg, will provide investment banking services, focused on the specialty pharmaceutical sector. - February 28, 2014 - Triad Securities

Business Bancshares Announces Fourth Quarter Earnings

St. Louis bank reports on delivery of its "third consecutive year of earnings growth." - February 28, 2014 - The Business Bank

Georgia Banks Post Third Consecutive Profitable Year

Georgia’s 223 state-based FDIC insured banks earned $2 billion during 2013, the third consecutive positive year for earnings since the worst of the economic downturn. In the fourth quarter 2013, the state’s banks earned $554 million. Total loans for the year were up by $3.8 billion, and... - February 28, 2014 - Georgia Bankers Association

Consolidated Credit Joins Forces with America Saves Week to Teach Consumers How to Strengthen Their Savings

Consolidated Credit is educating consumers during America Saves Week on the importance of building positive saving habits. - February 28, 2014 - Consolidated Credit Counseling Services, Inc.

Savingforcollege.com Releases Q4 529 Plan Performance Rankings

529 plans managed by Calvert Investments, USAA, and T. Rowe Price performed well through December 31, 2013 according to the just-released Quarterly 529 Plan Performance Rankings from Savingforcollege.com. - February 27, 2014 - Savingforcollege.com LLC

The Identity Advocate: Think Credit Monitoring Prevents Identity Theft? Think Again.

Using a credit monitoring service is not the same as having an identity theft protection plan. Prevent identity theft by following these tips. - February 25, 2014 - The Identity Advocate

UniLink to Host Cash Automation Solutions Webinar

Leading financial hardware supplier, Unlink, is excited to host an upcoming webinar on cash capture solutions! “Discover the Benefits of Cash Automation Solutions” will be held on March 6th at 2pm EST. Cash automation technology enhances customer service levels and cash security within... - February 24, 2014 - Uni Link

Gold Star Mortgage Financial Group, Corporation Increases Its Western Expansion with the Opening of Their Denver Colorado Branch

Gold Star Mortgage Financial Group, Corporation is pleased to announce the opening of their Denver, Colorado Branch, located at 10200 E. Girard Avenue, Suite C-250, Denver, Colorado, which will be the cornerstone of expansion endeavors in the western United States. Gold Star intends to increase... - February 24, 2014 - Gold Star Mortgage Financial Group

GSF Mortgage Broadens Footprint in Wisconsin

GSF Mortgage welcomes Michelle Nikolay as Branch Manager to Marshfield, WI. Nikolay is highly involved in her local home purchase business and enjoys working with USDA customers. With a USDA loan, you can finance up to 100% for a home purchase or a refinance in eligible areas. Nikolay comes to GSF... - February 21, 2014 - GoGSF

The Business Bank of St. Louis Expands Associate Board

St. Louis bank adds two members to its board. - February 20, 2014 - The Business Bank

Waterway Wealth Management Opens New Branch Office in Albuquerque

Waterway Wealth Management Opens New Branch Office in Albuquerque

Albuquerque is the new home of growing financial wealth services firm based in The Woodlands, Texas. - February 14, 2014 - Richie's Specialty Pharmacy

Worldcoin Limited Announces Successful Establishment of Worldcoin International Corp, Licensed International Payment Services and Solutions Provider

Worldcoin Limited Announces Successful Establishment of Worldcoin International Corp, Licensed International Payment Services and Solutions Provider

Worldcoin Limited today announces that they have successfully obtained necessary approval of an operational license from the Panama Ministry of Commerce for its new subsidiary Worldcoin International Corp, covering the areas of business including electronic payment solutions and online/offline... - February 11, 2014 - Worldcoin Limited

GSF Mortgage Expands Corporate Branch in Appleton

GSF Mortgage is thrilled to announce they have established a corporate branch in Appleton, WI. Pam Gustafson and Scott Bonovich have partnered to familiarize the Fox Valley with GSF Mortgage. Gustafson has been a loan officer in the mortgage industry for 25 years. With 113 5-star reviews on... - February 08, 2014 - GoGSF

GSF Mortgage Adds Second Branch to Maryland

GSF Mortgage is increasing their customer focus in Maryland by adding a second branch. Leonette “Lee” Spencer will oversee the new branch in Pasadena, MD. Spencer is a graduate from Towson University with a degree in both business administration and marketing. Because she always had an... - February 08, 2014 - GoGSF

Erado Reports Record-Breaking Growth

Erado, an innovator in electronic communication compliance, announced growth earnings today, reporting record-breaking growth for the third consecutive year. - February 08, 2014 - Erado

First Federal of Bucks County Presents an Additional $30,000 in Annual Contributions to Three Local Organizations

First Federal of Bucks County recently delivered gifts of $10,000 each to the Bucks County Opportunity Council, Family Service Association of Bucks County and United Way Bucks County. - February 08, 2014 - First Federal of Bucks County

Longtime SWACHA CEO Dennis Simmons to Retire at Year End

Dennis Simmons, CEO of SWACHA announced today he will retire from his position as of December 31, 2014, after 18 years with the association. Dallas-based SWACHA is one of the largest electronics payments associations in the country. Under his leadership, SWACHA has broadened its membership base to include approximately 1,000 financial institutions throughout Texas, Louisiana, and New Mexico. As part of the leadership transition, Laura Steele has taken on the title of President and COO. - February 07, 2014 - SWACHA

Mortgage Supermart Launches New Forum Discussion Portal with Free Business Classified Listings

Singapore’s leading loan brokerage portal revamps website with the addition of new discussion portal and free business classified listings. - February 07, 2014 - Mortgage Supermart Singapore

Donlen and Ericsson Collaborate to Achieve Return on Investment

Ericsson Sees Results from DriverPoint Telematics; Donlen Launches DriverPoint Consultative Services - February 06, 2014 - Donlen

Tax Results Endorsed by Tim Conway Jr from Clear Channel Radio KFI AM

Tax Results Endorsed by Tim Conway Jr from Clear Channel Radio KFI AM

Tim Conway Jr has had a long time partnership with Tax Results. - February 05, 2014 - Tax Results Relief

Avanse Introduces Education Loan Balance Transfer in India

Adding Balance Transfer to their list of services, Avanse brings in a flexible program for Indian students that face problems in loan repayment. - February 05, 2014 - Avanse Financial Services Ltd

Gold Star Mortgage Financial Group, Corporation Begins Its Northwest Expansion with the Opening of Their Bellevue Washington Branch

Gold Star Mortgage Financial Group, Corporation is pleased to announce the opening of their Bellevue, Washington Branch, which will be the cornerstone of expansion endeavors in the Northwestern United States. Gold Star intends to increase its national footprint in new areas of the US by... - February 05, 2014 - Gold Star Mortgage Financial Group

UAE Exchange Participates in Tawdheef 2014, Abu Dhabi

Career fair as part of Emiratisation to be held from 3rd to 5th February, 2014. UAE Exchange aligns with the Government’s vision for the Emirati talent. - February 04, 2014 - UAE Exchange

GSF Mortgage Adds Another Loan Officer in Delaware

GSF Mortgage welcomes Clay Strickland to their Delaware branch. Strickland will be a loan officer working under Bill Compton, Branch Manager. Strickland is a graduate from the University of Delaware. Due to his interest in sales, he entered the banking industry in 2011. With his good track record,... - February 02, 2014 - GoGSF

Preston & Stadler Ltd. Returns from Davos 2014: a Lot of Speakers But Few Decisions

Upon their return from Davos, both delegates from the Preston & Stadler Ltd. expressed their concern at the outcome of the World Economic Forum 2014. John Newon, a Member of the Preston & Stadler Ltd. Executive Board, announced after his return from Davos that he was far from happy with... - February 02, 2014 - Preston & Stadler Ltd

Mansfield Vote Names Texas Trust Credit Union Best Local Financial Institution

Texas Trust Credit Union Tops "The Best of" List for Eighth Consecutive Year - January 29, 2014 - Texas Trust Credit Union

Sound Auto Wholesalers Signs Vehicle Financing Agreements with Seven Auto Finance Companies and Banks

Sound Auto Wholesalers Signs Vehicle Financing Agreements with Seven Auto Finance Companies and Banks

David DeVito, Vice President of Retail Auto Financing at Sound Auto Wholesalers has announced that the company has entered into retail financing agreements with seven different banks and finance companies. DeVito said "We want to offer our customers maximum flexibility to obtain financing for... - January 28, 2014 - Sound Auto Wholesalers

QuickBooks Training with Kathy Richard

KOSBE to host a QuickBooks Training with Kathy Richards, Wednesday, February 5 from 9 a.m. to 1 p.m. at your Kingsort Chamber of Commerce. - January 26, 2014 - Kingsport Office of Small Business Development & Entrepreneurship - KOSBE

The Identity Advocate's Tax Refund Identity Theft Tips: What You Need to Know

Tax refund identity theft is on the rise. Follow these tips and sign-up with ID Theft Solutions to prevent identity theft when you file your tax return. - January 26, 2014 - The Identity Advocate

Video Busts Repossession Industry Compliance Myths

MBSi Capital Busts Repossession Industry Compliance Myths in New Video. - January 25, 2014 - CRIResource.com

Gold Star Mortgage Financial Group, Corporation Appoints Chief Operating Officer

Gold Star Mortgage Financial Group, Corporation announces the appointment of Cathi Davidson to the position of Chief Operating Officer. Cathi will be charged with expanding Gold Star’s operations infrastructure in order to meet the needs of their expansive national growth strategy and long... - January 25, 2014 - Gold Star Mortgage Financial Group

The Business Bank of St. Louis Hires New Vice President

Bank hires vice president with 18 years of banking experience to fill position. - January 25, 2014 - The Business Bank of St. Louis

Platinum Financial, OC Receives 2013 Best of Irvine Award

Platinum Financial, OC Receives 2013 Best of Irvine Award

Each year, in and around the Irvine area, the Irvine Award Program chooses only the best local businesses. They focus on companies that have demonstrated their ability to use various marketing methods to grow their business in spite of difficult economic times. The companies chosen exemplify the best of small business; often leading through customer service and community involvement - January 24, 2014 - Platinum Financial, OC

Equicapita Update – Pleased to Announce Greg Tisdale Has Joined Advisory Board

Equicapita Income Trust is pleased to announce that Greg Tisdale, CFO of Crescent Point Energy, has joined its advisory board. - January 23, 2014 - Equicapita Income Trust

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