Finance

Securities and Exchange Commission Charges Three with Fraud

The U.S. Securities and Exchange Commission recently filed charges against two Palmetto residents and one Sarasota resident.

05/04/2018 By Staff

Openings

New Business Coaching Agency Launches

Jaime Marco recently launched Evolve Business Consulting, a Manatee County-based business coaching and customer service training agency.

04/25/2018 By Staff

Finance

Bank to Pay $1 Billion in Federal Penalties

Wells Fargo agreed last week to pay $1 billion in federal penalties for violating consumer protection laws with its auto loan and mortgage lending practices.

04/25/2018 By Staff

Money

Financial Adviser Ranked Among America's Best

Scott Pinkerton of Venice's Pinkerton Private Wealth was recently named to a list of the top 1,200 U.S. financial advisers by Barron’s.

04/13/2018 By Staff

Finance

Bank Names New Vice President

IberiaBank recently hired Joseph Talerico as vice president and branch manager for its office located on 17th Street.

04/05/2018 By Staff

Finance

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

Finance

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

Finance

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

Banking

'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

Deals

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

Construction

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

Finance

Credit Restoration Firm Opens New Headquarters

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

02/16/2018 By Staff

Finance

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

Finance

Trust Company Names New Associate

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

02/05/2018 By Staff

Finance

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

Finance

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

Finance

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

Video

'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