Matthew Santangelo Joins Lorenz Private Trustees of New Hampshire
Lorenz Private Trustees Expands its NH Office with New Appointment Lorenz Private Trustees is pleased to announce the appointment of Matthew Santangelo as the second...
Category : Taxation, Financial Planning & Corporate Strategy
Ceto Launches Nova to Boost Profitability for Community Banks
Ceto, a leader in financial consulting solutions for 30 years, proudly unveils Nova, a next-generation platform designed to revolutionize how community banks and credit unions...
UBS Private Wealth Advisor Jason Stephens named to Forbes America’s Top Wealth Advisors and Forbes Best-In-State Wealth Advisors lists
UBS Wealth Management US announced today that Jason E. Stephens, Private Wealth Advisor and Managing Director in the firm’s Naples, Florida office, has been named to...
Albert Williams Elected to Hancock Whitney Corporation Board
Executive brings global perspective, regional roots, extensive leadership experience to Hancock Whitney boards Hancock Whitney Corporation (Nasdaq: HWC) shareholders voted to elect Chevron Corporation executive...
Insurity’s Excellence in Insurance Conference to Drive Growth
Insurity will host insurance experts across leading insurance companies and MGAs to explore how to overcome industry challenges and leverage technology for a competitive advantage...
Income Lab Makes Retirement Planning Faster for Schwab Advisors
Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced a new upgraded integration between Income Lab and Schwab Advisor Services. The new integration...
Huntington Bancshares Declares Quarterly Dividends
Huntington Bancshares Incorporated announced that the Board of Directors declared a quarterly cash dividend on the company’s common stock (Nasdaq: HBAN) of $0.155 per common share, unchanged from...
First American Bank Appoints Alex Pascual as Lending Group Head
First American Bank is pleased to announce the appointment of Alex Pascual as Commercial Lending Group Head. With over 25 years of experience in commercial...
AuguStar Retirement unveils OrionShield annuities with bonus
Innovative features designed to boost client growth potential AuguStar® Retirement, a Constellation company, announces today exciting new features of the popular OrionShieldSM annuities, propelling the company’s expansion...
William Connelly Named Future SocGen Chairman Starting 2026
WILLIAM CONNELLY, FUTURE SOCIETE GENERALE CHAIRMAN OF THE BOARD OF DIRECTORS, STARTING MAY 2026 During its session on 10 April 2025, the Societe Generale Board of...
Endeavor Expands with Two New Partners Joining the Firm
Adam Brennen and Philip Armes expand the firm’s advisory expertise and depth of services for high-net-worth clients Endeavor, an independent, SEC-registered wealth management firm offering...
Easterly Cuts Dividend, Plans Reverse Split, Reaffirms Outlook
REIT’s Actions Aim to Right-size Payout Ratio and to Provide Capital for Robust Opportunity Set Easterly Government Properties, Inc. (NYSE: DEA) (the “Company” or “Easterly”),...
ProSpend Releases New Report on Financial Transformation
ProSpend, the leading unified spend management platform, has launched a new report, Modern Spend and Expense Management: A CFO’s Guide to Financial Transformation. The report...
AvidXchange Launches AI Agents to Enhance Accounts Payable
AvidXchange Inc. (Nasdaq: AVDX), a leading provider in accounts payable (AP) automation, offering intelligent AP software and payment solutions specifically designed for mid-market businesses and their...
WeFi Technology Group Appoints Nela Mullaj as COO, EMEA & APJ
WeFi Technology Group, a leading global fintech innovator, is pleased to announce the promotion of Nela Mullaj to COO, EMEA & APJ. In this new...