Finance

Wealth Management Firm Promotes Three

Venice's Caldwell Trust Company recently promoted Scott Antritt, Sonya Kristie and Sheryl Vieira.

05/08/2018 By Staff

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