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.

CFIRA Celebrates Implementation of Title II Jobs Act While Urging Caution to Issuers; CrowdFund Intermediary Regulatory Advocates Offers Best Practices

CFIRA Celebrates Implementation of Title II Jobs Act While Urging Caution to Issuers; CrowdFund Intermediary Regulatory Advocates Offers Best Practices

With the lifting of the longstanding ban on general solicitation by the U.S Securities and Exchange Commission today, CrowdFund Intermediary Regulatory Advocates (CFIRA) celebrate a significant provision of the JOBS Act going into effect while urging investors and businesses to approach the new... - September 23, 2013 - OfferBoard

Texas Schools Swipe Texas Trust Debit Cards

Texas Trust's Spirit Debit Reward Card was swiped more than 1.5 million times in the last 13 months, bringing in $225,000 for high schools in North Texas. One school, Cedar Hill High School, earned $47,856.81. - September 21, 2013 - Texas Trust Credit Union

Savingforcollege.com Covers College Savings Month Promotions from Across the Country

September is a month widely recognized as College Savings Month, and is used by many states as a time to offer giveaways and host educational events to increase awareness and participation in their 529 college savings programs. - September 20, 2013 - Savingforcollege.com LLC

Georgia Bankers Association Encourages Consumers to Get Smart About Credit

In an effort to encourage better credit literacy throughout Georgia, the Georgia Bankers Association (GBA) is encouraging all Georgia banks to participate in the American Bankers Association’s Get Smart About Credit program. The program, now in its 11th year, is a national campaign of... - September 20, 2013 - Georgia Bankers Association

Growth at Mortgage Service Provider Leads to IT Expansion

Growth at Mortgage Service Provider Leads to IT Expansion

The StoneHill Group, a national provider of mortgage quality control, due diligence, mortgage compliance audits, MERS® reviews and loan fulfillment, including underwriting, closing and post-closing services, has hired Stephen M. Witters as the firm’s System Administrator. The company... - September 19, 2013 - The StoneHill Group

It’s a 3-Peat for Chicago-Based BSC Group, Voted Best Finance Company 3 Years Running

It’s a 3-Peat for Chicago-Based BSC Group, Voted Best Finance Company 3 Years Running

The BSC Group voted “Best of Business” for the 3rd consecutive year. - September 19, 2013 - The BSC Group, LLC

Five Ways to Get Out of Financial Trouble

Pangea Properties CEO Discusses How to Stop Breaking the Bank - September 19, 2013 - Pangea Properties

IsaiX Technologies and Clarity Advantage Announce Partnership

IsaiX Technologies Inc. based in Montreal, Quebec, announced it has formed a partnership with Clarity Advantage based in Boston. “Clarity Advantage has become a well-known leader in delivering performance improvements for small business banking and financial services customers in the United... - September 16, 2013 - Clarity Advantage Corporation

Bank Sales Training Webinar Hosted by Clarity Advantage to Focus on Creating Future Sales Opportunities

Consulting and bank sales training firm Clarity Advantage will share how bankers can increase their sales results by addressing business owners’ future challenges in a complimentary webinar on Thursday, September 26, 2013 at 12:00 PM EDT. - September 16, 2013 - Clarity Advantage Corporation

Maverick Funding Corp. is on a Top Ranking Streak

Maverick Funding Corp.’s Reverse Mortgage Network lands the number 10 spot in the Reverse Market Insight HECM Lenders Report for August 2013. This ranking shows just how dedicated and focused Maverick is to its clients as well as being among the top competitors in the mortgage industry. Not... - September 14, 2013 - Maverick Funding Corp.

Prominent Advisor in the Retirement Plan Industry Earns the C(k)P®: Certified 401(k) Professional

Prominent Advisor in the Retirement Plan Industry Earns the C(k)P®: Certified 401(k) Professional

David Schlossberg is among the first of 75 financial professionals in the country to be awarded the Certified 401(k) Professional Designation from The Retirement Advisor University in Collaboration with UCLA Anderson School of Management Executive Education - September 11, 2013 - Assured Concepts Group, Ltd.

200 New Jobs Coming to Ogden, Utah

Teleperformance in Ogden announces new growth with their existing client adding 200 new full time positions. - September 11, 2013 - Teleperformance

Low Interest Loans Now Available at Vancouver Pawnbrokers ABC Jewellery & Loan

Vancouver based pawnbrokers ABC Jewellery & Loan has just announced that they’re now offering clients the opportunity to achieve low interest loans when the visit the store this summer. The company’s staff understands the client’s financial needs and will work to ensure that they receive fair market value for their merchandise and receive a loan that is at a competitive interest rate. - September 11, 2013 - ABC Jewellery & Loan

Texas Trust Names Abdiel Alvarado Senior Vice President of Accounting

Texas Trust Credit Union Expands Senior Leadership Team, Appoints New Senior Vice President of Accounting. - September 11, 2013 - Texas Trust Credit Union

Continued Growth at Mortgage Vendor Leads to New Hire

Continued Growth at Mortgage Vendor Leads to New Hire

The StoneHill Group, a national provider of mortgage quality control, due diligence, mortgage compliance audits, MERS® reviews and loan fulfillment, including underwriting, closing and post-closing services, has hired John Freda as Manager of Compliance and Internal Audit. The company reports... - September 09, 2013 - The StoneHill Group

Number of Uniastrum 1bank Users Increases 15% in 2 Months

Number of Uniastrum 1bank Users Increases 15% in 2 Months

The Bank reviews the results of its “Real life, virtual action!” promo. - September 09, 2013 - Uniastrum Bank

Centel Media to Now Offer Financing Through PayPal

Centel Media continues to prove it is the top online reputation management and search engine optimization company by being the first to offer financing for customers through PayPal. - September 07, 2013 - Centel Media

Cachet Banq, Inc. Announces Company Name Change and Executive Assignments

Cachet Banq, Inc. Announces Company Name Change and Executive Assignments

New Name and Executive Selections Reflect the Expansion of Cachet’s Service Offerings and Focus on the Future - September 06, 2013 - Cachet Financial Services

Texas Trust Credit Union's Willy Kelsey Wins 2013 Exceptional Leader Honors from CUES

Willy Kelsey with Texas Trust Credit Union Named CUES 2013 Exceptional Leader of Year. - September 06, 2013 - Texas Trust Credit Union

Alliance Bank & Trust Hires New Retail Leader

Alliance Bank & Trust Hires New Retail Leader

Alliance Bank & Trust, a North Carolina community bank with branches in Gastonia, Shelby, and Kings Mountain, announced the hiring of Sally D. Dunn to their retail banking team as Senior Vice President and Retail Banking Manager. - September 05, 2013 - Alliance Bank & Trust

National Payroll Week Sept. 2-6 Follow These Tips to Make the Best of Your Earnings

September 2-6 is National Payroll Week. To celebrate, here are some tips for managing your finances from Matthew Sanford, director of tax and compliance for Payroll Center, a leading company in online and traditional payroll services for more than 30 years. - September 05, 2013 - Payroll Center Inc.

A New Partnership in Test-Data Management and Testing Services from Grid-Tools and Orasi

A new partnership in test-data management and testing services from Grid-Tools and Orasi. - August 31, 2013 - Grid-Tools Ltd

Security One Federal Credit Union Members Approve Merger with Texas Trust Credit Union

Security One FCU and Texas Trust Credit Union merger to be complete by the end of 2013. The combined credit union will have 65,000 members and assets of $815 million. - August 31, 2013 - Texas Trust Credit Union

Savingforcollege.com Releases Q2 529 Plan Performance Rankings

Savingforcollege.com Releases Q2 529 Plan Performance Rankings

529 plans from District of Columbia, Alaska, and Nevada garnered top spots in Savingforcollege.com’s Quarterly 529 Plan Performance rankings for investment performance through June 30, 2013. - August 28, 2013 - Savingforcollege.com LLC

Agcapita Commences the Formal Marketing of Agcapita Farmland Fund I Portfolio

Agcapita announces the commencement of the formal marketing of the Fund I portfolio including the solicitation of bids. - August 26, 2013 - Agcapita

InTouch Credit Union's Wealth Management Investment Program Recognized for Outstanding Performance in Investment Services

InTouch Credit Union (ITCU) announced that its investment services group, with registered representatives affiliated with broker dealer and Registered Investment Adviser CUSO Financial Services, LP (CFS) was a recent recipient of CFS’ 2012 Breakthrough Award at the CFS “Passion. - August 24, 2013 - InTouch Credit Union

MagicPay Now Offers Fanminder to Its Merchants

MagicPay Now Offers Fanminder to Its Merchants

MagicPay, a small merchant services firm, now offers a social and mobile marketing program to its merchants called Fanminder in order to help them increase their revenue and build a larger clientele. - August 22, 2013 - MagicPay

J5R Announces Virtual Advisory Service That Helps Small and Medium Businesses Compete

J5R Announces Virtual Advisory Service That Helps Small and Medium Businesses Compete

J5R’s Virtual Advisory Service© provides principal-level expert advisors at affordable prices – virtually, eliminating travel costs and helping drive competitiveness in small and medium businesses. Their thought leadership makes the difference with each expert advisor having over 20 years of experience delivering results for Fortune 500 companies. By offering management consulting, senior level IT consulting “virtually,” nationally and globally, companies immediately realize cost savings. - August 22, 2013 - J5R Business Services, LLC

Gold Star Mortgage Financial Group, Corporation Makes Inc. Magazine’s 2013 500|5000 List of Fastest-Growing Private Companies in America

Gold Star Mortgage Financial Group, Corporation among America's Top Growing Companies for third time. - August 22, 2013 - Gold Star Mortgage Financial Group

Mark Fenner to Point Way to "True Leadership" at Texas Credit Union League's Leadership Conference

Texas credit union executives to gather in San Antonio to discuss leadership challenges and opportunities. Mark Fenner with Rise Performance Group will address credit union executives at Cornerstone Credit Union League's annual leadership conference. - August 22, 2013 - Rise Performance Group

Cornerstone Designation Awarded to Houston Insurance Agents

J.M. Strange & Company Earns Prestigious Cornerstone Designation for Second Consecutive Year. - August 19, 2013 - J.M. Strange & Company

Sloy, Dahl & Holst Client and Friend, Waldo Johnson’s 100th Birthday

Management and staff of Sloy, Dahl & Holst, TriMet employees and people from all over honored Mr. Waldo Johnson on the occasion of his 100th birthday. - August 16, 2013 - Sloy, Dahl & Holst

Val-Chris Investments, Inc. Ranked as One of the Nation’s Top Mortgage Lenders

Val-Chris Investments, Inc. is proud to be named a Scotsman Guide 2012 Top Mortgage Lender. Val-Chris Investments, Inc. was ranked #1 in Hard Money Lending – Volume (Top Overall Volume of $36,250,000). Scotsman Guide, the leading resource for mortgage originators, released its first annual... - August 15, 2013 - Val-Chris Investments, Inc.

New Contest – Win $1000 from New Perspectives New Solutions-RethinkYourDebt

New Perspectives New Solutions offers RethinkYourDebt a free resource offering out-of-the-box solutions to overcoming debt is pleased to announce its new contest “What Would You Do With $1000.” - August 15, 2013 - New Perspectives New Solutions

TriVest Folio - the New Age Analytics for Personal Investments

Simplifying the process of building a diversified portfolio of Mutual Funds and ETFs. - August 14, 2013 - TriVest Folio

UniLink Establishes Growing Business Relationships with Financial Institutions

Rochester, NY-based financial services equipment supplier is delighted to announce the success of several new working relationships with financial institutions across the nation. The company’s success is the result of their commitment to sourcing the highest quality solutions on the market... - August 14, 2013 - Uni Link

Sales Training Video by Clarity Advantage Gives Bankers Tips for Getting More Referrals

Bank sales consulting and training firm Clarity Advantage shares how bank sales team members can increase the number of referrals they get from centers of influence and community connectors in its latest sales training video. - August 14, 2013 - Clarity Advantage Corporation

Eric N. Klein & Associates, P.A. Announces Name Change - Now Klein Law Group, P.A.

Eric N. Klein & Associates, P.A. Announces Name Change - Now Klein Law Group, P.A.

Eric N. Klein & Associates, P.A. has announced its name change to Klein Law Group, P.A. effective July 31, 2013, according to Eric N. Klein, Esq., President. The firm which concentrates in bankruptcy law, divorce and family law, and real estate law, also has offices in West Palm Beach and Ft. - August 09, 2013 - Klein Law Group

Uniastrum Bank Ramps Up Consumer Credit Portfolio 22% in First Half of 2013

Uniastrum Bank Ramps Up Consumer Credit Portfolio 22% in First Half of 2013

The lender continues to report sustained growth in personal loans. - August 09, 2013 - Uniastrum Bank

Steve Crouse of Paragon Bank Receives 2013 CFO of the Year Award from Triangle Business Journal

CFO of Raleigh-Based Commercial Bank Recognized by Local Publication for Financial Excellence - August 09, 2013 - Paragon Bank

Maverick Funding Corporation Achieves Ginnie Mae Approval

Maverick Funding Corporation is proud to announce its latest achievement in the mortgage industry as a Ginnie Mae approved lender. This news catapults Maverick as a leading lender that can meet the needs of low and moderate-income households across America. Ultimately, as a newly coined Ginnie Mae... - August 05, 2013 - Maverick Funding Corp.

Loan Growth Opportunity, Speed to Market Features of New Credit Card Product Endorsed by Georgia Bankers Association

A new credit card product endorsed by the Georgia Bankers Association (GBA) may provide Georgia-based banks a way to provide customers added credit availability and an opportunity to grow bank loan portfolios. - August 04, 2013 - Georgia Bankers Association

InTouch CU Congratulates 2013 SCMS Graduates Including Award of Excellence Winner

InTouch Credit Union (ITCU) congratulated ITCU employees Millicent Mayaka and James Simpson as they graduated from the Southwest CUNA (Credit Union National Association) Management School (SCMS) on July 17, 2013. This three-year program features fresh perspectives on credit union management... - August 03, 2013 - InTouch Credit Union

Free Refinance Calculators for California Homeowners on ProspectRefinance.com

Prospect Financial Group, Inc. offers a variety of free refinance calculators to help homeowners determine if refinancing is right for them. - August 03, 2013 - Prospect Home Finance

UniLink Now Offers New Remote Cash Capture Products

Leading Rochester, NY-based financial services equipment supplier UniLink now offers remote cash capture products. These remote cash capture solutions have been designed to improve teller working efficiency and improve cash handling accuracy within teller transactions. Within the financial... - August 03, 2013 - Uni Link

Uniastrum Bank Launches Special Promo for International Companies

Uniastrum Bank Launches Special Promo for International Companies

From August 1 to November 1 2013 the lender is offering preferential terms on cash management services to crossborder businesses taking advantage of its Priority pricing plan. - August 02, 2013 - Uniastrum Bank

Texas Trust Credit Union Expands Into Hurst

Texas Trust Credit Union's growth spree continues. The $760 million credit union opened its 11th branch, adding seven new employees. - August 02, 2013 - Texas Trust Credit Union

Maverick Funding Corp. Makes Ohio Home to a New Branch

Maverick Funding Corp. is continuing to grow. As more employees are becoming a part of Maverick, branches are constantly being created. Columbus, Ohio is now an additional setting where Maverick Funding Corp.’s customer-focused lending services are readily accessible. The Ohio branch... - July 31, 2013 - Maverick Funding Corp.

Uniastrum Harnesses Equifax Credit Report and Score Solutions

Uniastrum Harnesses Equifax Credit Report and Score Solutions

Collaborating with Russia’s best credit bureaus is a logical component of the Bank’s retail strategy. Uniastrum now works in partnership with three of the country’s top consumer reporting agencies: the National Bureau of Credit Histories, United Credit Bureau, and Equifax Credit Services - July 27, 2013 - Uniastrum Bank

Kahuna Payment Solutions Announces Partnership with California Midas Dealers Association

On July 26th, Kahuna Payment Solutions (“KPS”) announced a partnership between Kahuna Payment Solutions, LLC and California Midas Dealers Association to provide financing for their customers in the state of California. FlexPay PLUS™ is a provider of no credit needed financing to... - July 27, 2013 - Kahuna Payment Solutions

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