Financial Literacy Day Features Atlanta Federal Reserve Leader

The April 5 event features several financial experts, including Raphael Bostic, the president and CEO of the Federal Reserve Bank of Atlanta.

03/16/2018 By Staff


Luncheon Covers 'Smart Investing for Young Professionals'

Topics covered will include the difference between investing on your own and using computer programs, debt, 401(k)s and artificial intelligence trends.

03/08/2018 By Staff


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

Merrill Lynch financial adviser Brian Mariash was recently included in the Forbes “Best-in-State Wealth Advisors" list.

02/27/2018 By Staff


'Financial Inclusion' Summit Happens Wednesday

The keynote speaker will be Anthony Barrows of Ideas42, a team of academics and researchers who study behavioral science to help address social issues.

02/23/2018 By Staff

New hires

Wealth Management Firm Names New Research Assistant

Sarasota's Allegiant Private Advisors recently hired Cameron Dees.

02/21/2018 By Staff


Bank Building Sold for $805,000

PV-Manatee, LLC, of Safety Harbor, Florida, recently purchased the 3,904-square-foot former IberiaBank building at 6351 Manatee Ave. W., Bradenton.

02/19/2018 By Staff


New Wealth Management Headquarters Completed

Venice's J.E. Charlotte Construction Corp. recently completed a 10,000-square-foot retail and office building in downtown Venice for Pinkerton Private Wealth.

02/16/2018 By Staff


Credit Restoration Firm Opens New Headquarters

BetterCredit offers personalized credit analysis, credit repair and identity protection services.

02/16/2018 By Staff


Accountants Earn New Nonprofit Certifications

Jeff Gerhard and Regina Klein of CS&L CPAs recently earned the American Institute of Certified Public Accountants' Not-for-Profit Certificate II.

02/15/2018 By Staff


Trust Company Names New Associate

Venice's Caldwell Trust Company recently hired Luis Morales in its Sarasota office.

02/05/2018 By Staff


Lunchtime Presentation Covers Cryptocurrency

Ryan Moseley of Moseley Investment Management, Inc. will lead a non-technical presentation on cryptocurrency at an upcoming luncheon

02/05/2018 By Staff


Sarasota Accounting Firm Names New Shareholder

The certified public accountant Chris Wailand was recently named a shareholder in the Sarasota firm of Piper, Hawkins & Company.

01/29/2018 By Staff


Wealth Management Firm Hires and Promotes

Allegiant Private Advisors recently hired Melissa Walsh as a wealth advisor and promoted Carl Watkins to wealth advisor director and principal.

01/16/2018 By staff


'What's Ahead' in 2018

Watch video of a recent 941CEO and iHeartMedia panel discussion featuring five top economic experts.

12/29/2017 By staff

Money Matters

Will You Outlive Your Money?

Americans are increasingly haunted by that fear. And as financial journalist Richard Rescigno reports, many should be.

12/27/2017 By Richard Rescigno


Economic Development Corporation Annual Meeting Happens Tuesday

The meeting was originally scheduled for September, but was pushed back because of Hurricane Irma.

12/01/2017 By staff


Three Americans Now Have More Wealth Than Bottom Half of the Country

Bill Gates, Jeff Bezos and Warren Buffett together now have more wealth than 160 million Americans, or 63 million households.

11/21/2017 By staff


U.S. House Passes Tax Cut Plan

The bill cuts the corporate tax rate from 35 percent to 20 percent, eliminates the estate tax in 2024 and drops many personal deductions, among other things.

11/16/2017 By staff


United Way Receives Grant to Increase Access to Affordable Financial Services

The Cities for Financial Empowerment Fund recently awarded a Bank on Fellowship to United Way Suncoast to advance banking access efforts.

11/02/2017 By staff


Consumer Confidence Rating Hits Highest Point in Almost 17 Years

Americans' consumer confidence increased between September and October, according to The Conference Board's Consumer Confidence Index.

10/31/2017 By staff