Crypto Club

Sarasota Is a Hub for Cryptocurrency Entrepreneurs

Sarasota, a place best known for its white sand beaches and its world-class arts scene, has become a destination and an incubator for some of the biggest players in the young and hungry Wild West of crypto.

05/02/2022 By Isaac Eger


Floridians Have Received $31.9 Billion Dollars From State Reemployment Program

More than 97 percent of claims filed with the Florida Department of Economic Opportunity prior to Dec. 10 have been fulfilled.

01/07/2022 By Staff


City Commission Sets Reduced Preliminary Millage Rate

The city unanimously voted to approve a rollback of 3.1372 mills for the city's preliminary operating millage.

07/14/2021 By Staff


Sarasota Wealth Management Firm Acquired By National Company

Mariner Wealth Advisors has entered into a binding agreement to acquire Sarasota's Allegiant Private Advisors.

07/08/2021 By Staff

Wealth management

Sarasota Financial Planner Ranked Among the 'Top 100 Women Financial Advisors'

Morgan Stanley's Aimee Cogan is featured on Barron's 2021 list.

07/08/2021 By Staff


Achieva Credit Union to Acquire Coast 2 Coast Financial Credit Union

Coast 2 Coast, which has $24 million in assets, is expected to ask its members for final approval in early 2021.

11/24/2020 By Staff


Forza Wealth Management Tops $100 Million in Assets Under Management

The Sarasota registered investment adviser has transitioned its registration to the SEC.

10/07/2020 By Staff

Sponsored Content

Lichtenstein, Briefman & Sabella CPAs Expand to Include Family Office Services

Anthony Sabella and David Fink saw a consistent need among their high-earning clients for collaborative solutions to complex financial situations—and they delivered.


Fast Track

Vimvest Names New National Sales Director

Stephen McLeod will direct all of the activities related to advisors seeking to simplify, amplify, and solidify their businesses through Vimvest’s financial technology offering.

06/17/2020 By Staff

Sponsored Content

Is Now a Good Time to Refinance? Advice from a Local Mortgage Agent

With mortgage rates at historic lows, it’s a good time to look at your options and find the right plan for you.



Forza Wealth Management, K-Mack Financial Announce Merger

The combined firm will keep the Forza Wealth Management name.

05/07/2020 By Staff

Sponsored Content

Crews Bank & Trust Expands to Downtown Sarasota

Family-owned and -backed with a lifetime of trust, there’s a new community bank on the block.


Sponsored Content

Economic Impacts of the Coronavirus Pandemic and Your Financial Future

Given the uncertainty surrounding the pandemic, its impact on our lives and the community and recent market volatility, having an advisor that proactively communicates, educates and guides you and your financial well-being is crucial.



'Financial Literacy Day' Returns to USF Sarasota-Manatee

The half-day event will take place Feb. 14, 2020.

11/26/2019 By Staff


Aimee Cogan Named to Forbes List of Top Women Wealth Advisors

The ranking is based on an algorithm of qualitative and quantitative data.

05/15/2019 By Staff


Forza Wealth Management Opens New Office in Snug Harbor

The move is in response to the company's growth and desire to be more conveniently located for its clients.

05/13/2019 Photography by Staff


Sarasota CEO Named to 2019 Financial Times ‘400 Top Financial Advisers’ List

This is the first time in several years that a Sarasota adviser has made the list.

04/24/2019 By Staff

Wealth management

Venice Financial Adviser Named to 'Best-in-State' List

Merrill Lynch financial adviser Owen Thiessen was recently recognized by Forbes.

03/22/2019 By Staff

Wealth management

Financial Adviser Ranked Among the State's Best

Scott Pinkerton of Venice's Pinkerton Private Wealth was recently recognized by Forbes.

03/15/2019 By Staff


Wealth Management Executive Joins Big Brothers Big Sisters Board

Big Brothers Big Sisters of the Sun Coast recently added Daniel Carter to its board of directors.

03/15/2019 By Staff