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Banking & Financial

6545 total news stories found.


SAVVI Financial Launches SelectSmart ROI Analyzer To Reveal Implementation Savings

2021-03-25 | SAVVI launches the SelectSmart ROI Analyzer to help these decision-makers see potential savings in minutes.


Morningstar Report Ranks Baird Funds #1 of 150 Fund Firms

2021-03-25 | Leading research firm cites low fees and risk awareness of Baird bond funds


Jeff Thomasson Joins The A Team as Senior Controller

2021-03-23 | The A Team, a top outsourced accounting firm headquartered in the New York City area, is pleased to announce the arrival of Jeff Thomasson as Senior Controller.


App Orchid Ranks No. 61 on Inc. Magazine's List of California's Fastest-Growing Private Companies

2021-03-17 | With a two-year revenue growth of 332% App Orchid makes the Inc. 5000 California list for the 2nd year in a row


iuvo Technologies Wins Channel Partners Excellence Cloud Builder Award

2021-03-16 | We're serious about our cloud-forward approach and we are continuously innovating to ensure our customers succeed.


Global Banking & Finance Awards® 2020 Next 100 Global Companies

2021-03-16 | Global Banking & Finance Review® announces the list of 2020 winners for the annual Next 100 Global Companies


George MacGregor Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who

2021-03-16 | Mr. MacGregor has been endorsed by Marquis Who's Who as a leader in the fields of banking, finance and writing


David Henry Kelling Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who

2021-03-16 | Mr. Kelling has been endorsed by Marquis Who's Who as a leader in the fields of accounting and banking


Dawn M. Beall Celebrated for Dedication to the Field of SBA Management

2021-03-16 | Ms. Beall specializes in SBA process, construction and audit at Pacific Western Bank


Three Wealthspire Advisors Named to Forbes 2021 Best-In-State Wealth Advisors List

2021-03-16 | Advisors named to list manage over $6 trillion in client assets


Spend Matters Releases First Technology Review on ContractAI

2021-03-11 | Leading Procurement Analyst Firm conducts in depth review of ContractAI


Baird Short-Term Municipal Bond Fund Receives 2021 Refinitiv Lipper Awards For 3 and 5 Years

2021-03-11 | Portfolio managers share their outlook for the tax-exempt market


Freedom Financial Funds Announces New Loan To Fortify Holdings, Inc.

2021-03-10 | Freedom Financial Funds, LLC announces a new loan to Fortify Holdings, Inc. of Portland, Oregon.


Paycron's Referral Program- Refer and Earn Amazing Rewards

2021-03-06 | Paycron's Referral Program Provides Clients a Chance to Make Extra Profits


iuvo Technologies Named to CRN 2021 Managed Service Provider 500 List

2021-03-03 | iuvo Technologies is disrupting the MSP industry with a people first and business focused approach. We believe that our approach will continue to attract businesses who understand that IT needs to be great in order for their businesses to be great.


Natali Budzei, Dubai Based Ukrainian Entrepreneur Launches New Luxury Product

2021-02-28 | She explains why UAE is where every dream turns into reality


WMS Sponsors Sage Hill High School and Newport Harbor High School

2021-02-28 | Wealth Management Solutions is sponsoring a financial literacy program at Sage Hill High School and Newport Harbor High School as part of their commitment to preparing young adults in the management of their finances in life.


Millennials Now Saving More Money Than Their Parents According to Zip

2021-02-27 | The differences in the attitudes of millennials toward money and previous generations are widely discussed. But new data shows millennials are better at trying to save than previously thought. Perhaps, even better than their baby boomer parents.


Daniel Farid Yasharel Earns Behavioral Financial Advisor (BFA™) Designation

2021-02-27 | Daniel Farid Yasharel, CFP®, has recently earned the Behavioral Financial Advisor (BFA™) designation by The Kaplan University School of Professional and Continuing Education, in conjunction with Think2Perform®


BNPL Predicted To Be Top Payment Method In 2021 According to Zip

2021-02-26 | The events of 2020 resulted in momentous change for the payments industry in APAC and worldwide. As a result of the global pandemic, trends identified this time last year as emerging have been hugely accelerated beyond predictions.