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Banking & Financial

6545 total news stories found.


Wealthspire Advisors Names Jonathan Connolly Head of Trust Services

2022-11-16 | Connolly will drive growth for Wealthspire by delivering trusts and estates solutions to ultra-high-net-worth families and family offices


Summer Marie Thomas has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

2022-11-16 | Ms. Thomas is recognized for excellence in the mortgage industry


People's Bank Wins 5 International Awards At Global Business Review Magazine Awards – 2022

2022-11-15 | People's Bank a State-Owned Commercial Bank In Sri Lanka has won 5 International Awards At Global Business Review Magazine Awards 2022 - Dubai.


Karen Roch has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

2022-11-14 | Ms. Roch serves as the chief executive officer and president of Credit Union West.


BirchAI Announces Investment by AI Grant to Accelerate Application of Foundation Models to Call-Center Automation

2022-11-14 | BirchAI is one of 20 grant winners from over 1,000 company applicants.


Nicholas Bunio, CFP®, RMA®, CES®, has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

2022-11-11 | Mr. Bunio serves as an investment advisor representative at Retirement Wealth Advisors LLC


Tonia F. Taylor has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

2022-11-11 | Ms. Taylor is recognized for her expertise in compliance management


Mark Huhndorff has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

2022-11-11 | Mr. Huhndorff is recognized for his expertise in financial consulting


SilverBills has been awarded a $2.5 Million Small Business Innovation Research grant from the National Institute on Aging of the National Institutes of Health

2022-11-11 | The direct to Phase II SBIR award will fund the development of additional features of the SilverBills technical application that address legal and financial challenges faced by LGBTQ+ older adults with impaired cognition.


Calvert Impact announces election of development finance expert to board for its flagship Community Investment Note

2022-11-10 | New board member brings over 25 years of development finance experience in the private and financial sectors.


U.S. Farmers & Ranchers in Action CEO Erin Fitzgerald, Chair Marilyn Hershey to speak at COP27

2022-11-08 | Annual UN Climate Change Conference will have unprecedented spotlight on food security, climate-smart agriculture


Silver Oak Securities Reinvents Advisor and Client Experiences by Overhauling Its Operations Framework Using Finity360™

2022-11-07 | The firm anticipates significant improvements in efficiency, accuracy, competitiveness, and tech stack future-proofing


Yea Studioto provide NFT service to 13 million drawing apps!

2022-11-07 | To launch 'Junimong NFT' for creators preparing for Web3.0


Tommy Pridgen Lauded for Excellence in the Finance Industry

2022-11-07 | Mr. Pridgen lends years of expertise to his work with Canyon Community Bank National Association


Craig Scheef Followed His Own Path and Started Texas Security Bank

2022-11-07 | Mr. Scheef's believes banking is phenomenally rewarding for those that are interested in helping business owners


Calvert Impact releases its 2022 Impact Report

2022-11-07 | Annual report details impact of Calvert Impact's investments over the past year


Vola N. Siwakoti, MBA. has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

2022-11-04 | Mr. Siwakoti is recognized for his expertise as a mortgage loan professional


How Do an RFI and Notice of Errors Help Borrowers?

2022-11-03 | In the world of lending, the Request for Information and Notice of Errors can be valuable tools for borrowers.


NeXT Charlotte Celebrates $125,000 Impact Gift From 2022 President's Cup During the PGA Tour

2022-11-03 | NXT | CLT continues its work to grow and scale untapped talented BIPOC business owners in Charlotte.


Wealthspire Advisors Recognized on Inaugural Forbes/SHOOK Top RIA Firms Ranking

2022-11-03 | The Forbes/Shook Top RIA list, a ranking of America's Top RIA Firms developed by Shook research, represents firms with cumulative assets totaling $730 billion.