Mergers

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

Finance

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

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

Mergers

Forza Wealth Management, K-Mack Financial Announce Merger

The combined firm will keep the Forza Wealth Management name.

05/07/2020 By Staff

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.

04/09/2020

Finance

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

Finance

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

Finance

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

Nonprofits

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

Finance

Wealth Adviser Recognized By Forbes

Matthew Otto, the managing director and partner of the Otto Group at HighTower, was recently ranked among the top wealth advisers in the state of Florida.

02/22/2019 By Staff

Meetings

Cumberland Advisors Sets Third Annual Financial Literacy Conference for April 11

Cumberland Advisors has partnered with USF Sarasota-Manatee for the third year in a row.

02/06/2019 By Staff

Politics

$15 Minimum Wage Could Be on Next Year's Ballot

John Morgan announced Tuesday that organizers have collected enough signatures to begin the process of placing a potential constitutional amendment on the 2020 ballot.

01/22/2019 By Staff

Finance

Federal Reserve Economist to Discuss U.S. Manufacturing on Feb. 1

The Global Interdependence Center, the Financial Planning Association of the Suncoast and Cumberland Advisors are hosting a talk by William Strauss.

01/15/2019 By Staff

Finance

Trust Company Names New Assistant Vice President

Venice's Caldwell Trust Company recently hired Reppard Gordon.

01/03/2019 By Staff

Finance

Accounting Firms Merge

Walters & Associates CPAs and Bobbitt Pittenger & Co. PA recently merged and will now operate under the name Walters & Associates, CPAs.

12/26/2018 By Staff

Finance

Wealth Management Firm Names New President

Allegiant Private Advisors recently promoted Benjamin Jones, who currently serves as the firm's chief investment officer, to the role of president.

12/21/2018 By Staff

Finance

Manufacturer Makes $4 Million Stock Grant to Employees

PGT Innovations, a maker of impact-resistant doors and windows, will offer a one-time grant of restricted stock to more than 3,000 of its employees in January.

12/12/2018 By Staff

Finance

Wealth Management Firm Launches New Division for Businesses, Nonprofits

The Venice firm Pinkerton, Harkins & Mehserle Private Wealth recently launched FourThought Institutions.

12/05/2018 By Staff