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Banking, Finance, Insurance Press Releases

PaymentCloud CEO Shawn Silver Joins ETA's Payment Sales & Strategy Committee

PaymentCloud CEO Shawn Silver Joins ETA's Payment Sales & Strategy Committee

Shawn Silver, CEO of PaymentCloud, is the newest member serving on ETA’s Payment Sales & Strategy Committee. ETA outlines the responsibilities of this council as “a forum for discussion of effective business practices, operational issues, and developments in the industry that affect the…

CNote Launches Wisdom Fund to Close Lending Gap for Women

CNote Launches Wisdom Fund to Close Lending Gap for Women

​​​​Women are the fastest-growing group of entrepreneurs in the U.S. Yet less than 5 percent of small business lending—only $1 in $23—goes to women. CNote aims to fix this disparity with the Wisdom Fund, a new impact investment opportunity launching…

Rosenthal Wealth Management Cites Long-Term Health Care as a Leading Personal Financial Blindspot

Rosenthal Wealth Management Cites Long-Term Health Care as a Leading Personal Financial Blindspot

​Routine annual personal financial reviews that many people are undertaking now in the year’s first quarter, oftentimes overlook a key financial need  -- long-term health care planning, according to Larry Rosenthal, a widely sought financial consultant and president of Rosenthal…

Lendistry Welcomes Stacie Olivares-Castain as Chief Investment Officer

Lendistry Welcomes Stacie Olivares-Castain as Chief Investment Officer

Stacie Olivares-Castain has been appointed chief investment officer of Lendistry and will head the company's investment management and capital raising. Ms. Olivares-Castain says she joined the small business lender because she is passionate about building ventures and investments that yield…

ETA Honors Chelsie Cooper, PaymentCloud's Regional President, as One of the Influential Forty Under 40

ETA Honors Chelsie Cooper, PaymentCloud's Regional President, as One of the Influential Forty Under 40

Chelsie Cooper, regional president of PaymentCloud, a leading payment processing company at the forefront of the high-risk space, is one of the game-changers being honored with ETA’s 2019 Forty Under 40 award. This elite class of individuals has been selected…

Michael and Kristina Gabelli Make Donation in Support of the Randall's Island Park Alliance

Michael and Kristina Gabelli are proud to announce they have made a $10,000 donation to the Randall’s Island Park Alliance (RIPA), a public-private partnership with the NYC Department of Parks & Recreation that seeks to realize the unique potential of…

swissglobal goes out to bat for the UAE's Darjeeling Cricket Club

Global financial advisory and wealth management firm swissglobal has chalked out its runup by becoming the official sponsor of the Darjeeling Cricket Club – the UAE’s oldest cricket institution. swissglobal’s sponsorship will help this mainstay of the UAE’s cricket scene…

Rosenthal Wealth Management Says Routine Annual First-Quarter Financial Reviews Often Make Horrific Beneficiary Assumptions

Rosenthal Wealth Management Says Routine Annual First-Quarter Financial Reviews Often Make Horrific Beneficiary Assumptions

​​​​​​​​​​​​Larry Rosenthal, a leading financial planner in the Washington, D.C., area and president of Rosenthal Wealth Management, says that while many people routinely review their financial planning in the first quarter of every year, they often neglect to ask about…

FinLab AG Participates Together With Existing Investors in a High Seven-Digit Investment in ONPEX's Banking-as-a-Service (BaaS) Platform

FinLab AG Participates Together With Existing Investors in a High Seven-Digit Investment in ONPEX's Banking-as-a-Service (BaaS) Platform

As part of a series A financing round, ONPEX Holding GmbH has closed a high seven-digit investment with FinLab AG (ISIN: DE0001218063; Ticker: A7A.GR) and several notable business angels. ONPEX will use the growth capital to expand the team and…

Health Insurance Costs Sharply Lower if ACA is Ruled Unconstitutional

Health Insurance Costs Sharply Lower if ACA is Ruled Unconstitutional

An analysis of the impact of the Affordable Care Act (aka, Obamacare, ACA) by economist Robert Genetski — creator of the blog, Classical Principles and author of the recent book, “Rich Nation, Poor Nation” — shows the legislation produced an extraordinary increase…

AGORA Announces Integration With AutoManager, Inc.

AGORA Announces Integration With AutoManager, Inc.

Agora Data, Inc. (“AGORA”), a Texas-based provider of technology solutions for the financial services industry, announces its joint newly-launched integration functionality relationship with AutoManager, Inc. (“AutoManager”).  AutoManager is a dealer software development company located in Southern California, offering three principal products, DeskManager, WebManager, and Automotive…

Arvato Launches Fully Automated ANOC and EOC Platform

Arvato Launches Fully Automated ANOC and EOC Platform

Arvato has launched an automated platform that supports health insurance companies in producing their CMS-regulated Annual Notice of Change (ANOC) and Evidence of Coverage (EOC) documents. The platform manages the work stream from data input and template creation to digital…

Quantified Ventures Announces First Publicly-Issued Environmental Impact Bond for City of Atlanta Department of Watershed Management

Quantified Ventures, the impact investment firm, and Neighborly, the mission-oriented broker-dealer, announced today the issuance of the first impact bond to be offered on the public markets. The $14M Environmental Impact Bond (EIB) gives the City of Atlanta Department of…

America Faces Savings Crisis: 1,500 Organizations Help

America Faces Savings Crisis: 1,500 Organizations Help

The American personal savings rate is at its lowest level since the U.S. financial crisis in 2008, at 6.0 percent of disposable income, according to the U.S. Bureau of Labor Statistics, and is continuing a 60-year downward trend line. Increasing the personal…

Vantagepoint Celebrates 40 Year Anniversary

Vantagepoint AI celebrates 40 years of helping retail traders use the power of artificial intelligence to improve trading decisions. The company developed the first artificial intelligence (AI) trading software in the world available to retail investors and traders. 40 years…

Discovery Data Updates Its Long-Term Rep Movement Study, 2009-2018

Discovery Data Updates Its Long-Term Rep Movement Study, 2009-2018

Discovery Data, the leading financial services industry provider of data and analytics on firms and professionals, has released the latest edition of its Discovery Data Rep Movement Study. This in-depth analysis of rep movement for the ten-year period, January 2009…

Rosenthal Wealth Management Group Urges Home Sellers to Start Planning Now for Top Dollar Spring Sales

Rosenthal Wealth Management Group Urges Home Sellers to Start Planning Now for Top Dollar Spring Sales

Homeowners planning to sell their personal homes in the near term are being urged by a top financial planner to begin taking steps now to maximize the return on what is oftentimes the largest financial investment of their lives. According…

Pyramid Analytics is Feeling the Love for the Sixth Year in a Row

Pyramid Analytics is Feeling the Love for the Sixth Year in a Row

​Pyramid Analytics, provider of the next-generation business analytics platform for the enterprise, today announced it has been recognized by Gartner Inc. in the 2019 Magic Quadrant for Analytics and Business Intelligence Platforms. This marks the sixth consecutive year the company has…

Block Asset Management Launches Blockchain Multi-Strategy Certificate

Block Asset Management Launches Blockchain Multi-Strategy Certificate

One year on from the launch of their successful blockchain/cryptocurrency fund of funds, the Luxembourg-domiciled and CSSF registered AIFM; Block Asset Management Sarl, have created the Blockchain Multi-strategy Certificate.  The open-ended tracker certificate is listed on the Vienna Stock Exchange (Wiener…

Investment Metrics Announces Launch of New Brand Identity

Investment Metrics Announces Launch of New Brand Identity

Investment Metrics, the leading provider of investment performance analytics and reporting solutions, announced today the launch of its new branding, designed to reflect the company’s mission to power the global institutional investment community through unique technology and data solutions. This visual…

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