Banking & Finance

Scaling Smarter with Cashflow Creators: How Jaime Bejar Is Systemizing E-Commerce Success Through Vision, Automation, and Virtual Teams

January 8, 2026 12:35 PM

As Founder and CEO of Cashflow Creators, Bejar is redefining what long-term success in e-commerce looks like by prioritizing systems, automation, and people-driven execution over hustle culture and short-term wins. His approach is not about chasing trends, but about engineering businesses that scale intelligently and endure. From Immigrant Roots to Entrepreneurial Purpose Born to immigrant parents, Jaime Bejar grew up with an ingrained respect...

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Community Bancorp. Announces Application to Uplist to Nasdaq Capital Market

January 8, 2026 12:30 PM

Community Bancorp. (OTCQX:CMTV), the parent company of Community National Bank, today announced that it has applied to uplist its common shares from the OTCQX Market to the Nasdaq Capital Market. The Company is currently working toward meeting Nasdaq's financial, governance and other listing requirements. However, there is no assurance that the Company will ultimately meet the listing requirements or that its listing application will be...

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Seniors: Reduce Taxable Income and Get the New Deduction-Annuities Can Help

January 8, 2026 9:53 AM

The "One Big Beautiful Bill" gives most people 65 and older a new deduction on their federal income taxes. To qualify, you can't exceed income limits. For some seniors, it can make sense to reduce their taxable income to qualify. Through 2028, eligible taxpayers 65 and older can get an additional $6,000 deduction ($12,000 for a married couple if both spouses are 65). This is in addition to the usual extra deduction for seniors. The full...

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Crash Proof Retirement(R) Spotlights New Data Showing Most Americans Are Unprepared for Financial Crisis in Retirement

January 8, 2026 9:00 AM

As retirement phase educators, Crash Proof Retirement® has made it its mission to help Americans navigate retirement planning and its many potential challenges. According to data gathered from recent consumer reports, more Americans than ever are in deep need of this type of support, with the majority lacking adequate preparation for a financial crisis in their retirement years. Based on recent findings: Nearly 50% of surveyed Americans expect...

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NANT Global Finance, Inc. Announces Fully Integrated Blockchain-Enabled Tokenized Capital Markets Platform with Strategic Acquisitions

January 8, 2026 8:00 AM

Nant Global Finance, Inc. ("NANT"), a next generation blockchain enabled financial services company, today announced the creation of a fully integrated capital markets platform combining U.S. broker capabilities, exchange operations, transfer agency services, and blockchain technology. NANT brings together three U.S. registered broker dealers, two U.S. transfer agents, a global exchange operator, proprietary software and blockchain...

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National Bookkeeping Week Celebrates the Leaders Shaping Canada's Financial Future

January 8, 2026 4:00 AM

The Certified Professional Bookkeepers of Canada (CPB Canada) proudly announces National Bookkeeping Week, taking place from January 19-23, 2026. This nationwide celebration recognizes the highly skilled professionals whose leadership sets the standard for financial excellence and drives success in today's competitive business world. Bookkeeping professionals are far more than recordkeepers; they are strategic partners and trusted advisors....

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Truist Streamlines Digital Account Opening With Direct Deposit Switching

January 7, 2026 12:15 PM

Truist Financial Corporation (NYSE:TFC) announced the launch of electronic direct deposit switching capabilities to the Truist client digital onboarding process, further enhancing the ease and speed of opening new accounts. Developed in partnership with Atomic, this new capability is fully embedded into Truist's digital account opening process, allowing clients to easily transfer direct deposits from other accounts. Since its launch in August,...

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Magnifi Financial Partners with Greenlight(R) to Help Parents Raise Financially Smart Kids and Teens

January 7, 2026 11:15 AM

Magnifi Financial Credit Union (Magnifi) has announced a new partnership with Greenlight® Financial Technology, Inc. ("Greenlight"), bringing Magnifi members access to Greenlight's award-winning family finance app at no cost. This collaboration highlights Magnifi's member-first approach by empowering families and supporting the next generation in building healthy financial futures. Magnifi is proud to be the first credit union in the Midwest to...

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Invest in Others Charitable Foundation Announces 2025 Grant Program Recipients

January 7, 2026 11:10 AM

The Invest in Others Charitable Foundation ("Invest in Others"), a nonprofit organization dedicated to amplifying, celebrating, and inspiring the charitable work of the financial services community, announced today that 16 nonprofits from across the country have received funding from its 2025 Grant Program, awarded in December 2025. The Invest in Others Grant Program has provided Grants for Good and Grants for Change to help nonprofit...

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Valsoft Corporation Acquires Jazzware, Expanding Its Hospitality Technology Portfolio

January 7, 2026 10:10 AM

Valsoft Corporation Inc. ("Valsoft"), a Canadian company specializing in the acquisition and long-term development of vertical market software businesses, is pleased to announce the acquisition of Jazzware, a U.S.-based provider of mission-critical hospitality communications and guest experience software. Founded in the early 2000s, Jazzware delivers a specialized software platform that enables hospitality operators, service providers, and hotel...

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Pacific Avenue Capital Partners Closes Sale of Emerald Textiles to PureStar Linen Group

January 7, 2026 9:00 AM

An affiliate of Pacific Avenue Capital Partners ("Pacific Avenue") is pleased to announce the sale of Emerald Textiles ("Emerald") to Purestar Linen Group ("PureStar"), a leading North American provider of outsourced laundry services to the hospitality industry. Emerald is the largest acute care linen service provider in the Western U.S., operating twelve commercial linen processing facilities and three service depots. Emerald provides a full...

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Blueprint Financial & Barnes Young Wealth Advisors Merge to Scale Exit-Planning, Executive Benefits and Succession Services

January 7, 2026 9:00 AM

Succession Resource Group (SRG) is pleased to announce the completed merger of Blueprint Financial Group and Barnes Young Wealth Advisors, effective October 1, 2025. The combined firm will operate under the name Blueprint Financial Group, carrying on the success of each firm, as two of the top-performing teams at Northwestern Mutual. The merged practice expands capabilities in exit planning, executive benefits, tax-efficient wealth management,...

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Infinant Unveils New Interlace Platform Release, Introducing Unified Tokenized Deposit and Stablecoin Capabilities

January 7, 2026 9:00 AM

Infinant today announced the latest release of its Interlace Banking and Payments Platform, delivering a unified framework for tokenized deposits and GENIUS Act-compliant stablecoins. The enhanced platform enables banks to create, manage, and move digital assets with seamless integration across Interlace's virtual account, ledger, and payments modules. As the financial industry accelerates toward real-time, blockchain-enabled money movement,...

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Kingsway Announces Acquisition of Ledgers, Inc. By Ravix Group

January 7, 2026 8:00 AM

Kingsway Financial Services Inc. (NYSE:KFS) ("Kingsway" or the "Company"), the only publicly-traded US company employing the Search Fund model to acquire and build great businesses, today announced that its wholly-owned subsidiary Ravix Group, Inc. ("Ravix"), has acquired the assets of Ledgers, Inc. ("Ledgers"), a provider of outsourced accounting services based in the state of Illinois. Founded to serve small businesses and nonprofit...

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Justin R. Payne Promoted to Chief Information Officer

January 6, 2026 4:30 PM

Commercial Bank is pleased to announce the promotion of Justin R. Payne to Executive Vice President and Chief Information Officer (CIO). As CIO, Payne will lead the overall vision, planning, and management of all technology initiatives and information management-related resources throughout the bank, aligning the technology strategy with the bank's growth driven business goals including the adoption of AI technologies and expanding the product...

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Affiliate of Pacific Avenue Capital Partners, Alongside Cameron Ashley Building Products, Acquires Therm-All

January 6, 2026 10:45 AM

Pacific Avenue Capital Partners ("Pacific Avenue"), a leading global private equity firm focused on corporate carve-outs and other complex situations in the middle market, announced today that an affiliate of Pacific Avenue, alongside Cameron Ashley Building Products, has acquired Therm-All from Incline Equity Partners. Therm-All is a fabricator and distributor of metal building insulation and related products serving commercial and industrial...

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Valsoft Corporation Acquires PenguinData, Expanding Its Workforce Management Software Portfolio for Infrastructure Contractors

January 6, 2026 10:05 AM

Valsoft Corporation Inc. ("Valsoft"), a Montreal-based company specializing in the acquisition and development of vertical market software businesses, is pleased to announce the acquisition of PenguinData Workforce Management, Inc. ("PenguinData"), a leading provider of workforce management software for telecom, fiber, and utility contractors. Founded in 2006, PenguinData has established a strong reputation as a trusted workforce management and...

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Kensington's KHPI ETF Surpasses $250 Million in Assets

January 6, 2026 10:00 AM

Kensington Asset Management, LLC ("Kensington") announced that the Kensington Hedged Premium Income ETF (Ticker:KHPI) has surpassed $250 million in Assets Under Management (AUM) as of 12/18/2025. The milestone represents a meaningful level of scale for the actively managed ETF following its launch in September 2024 and reflects continued advisor adoption across platforms. KHPI was designed to address demand for income-oriented strategies with an...

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Mariner Starts 2026 with $1.8 Billion Dual Acquisition as Advisor Growth Accelerates

January 6, 2026 10:00 AM

Mariner, a national financial services firm, today announced the acquisitions of Rockland, Mass.-based First National Advisors, LLC and Pittsburgh, Penn.-based Strava Wealth. Together, the deals bring approximately $1.8 billion in assets under advisement, further strengthening Mariner's national presence. The dual acquisition marks a strong start to 2026 and reflects continued momentum as advisors seek firms that support long-term growth,...

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Julio Gonzalez's Blueprint for Turning Compliance into Growth

January 6, 2026 7:20 AM

Engineered Tax Services: A Different Way of Looking at Taxes For many business owners, taxes are something handled quietly at the end of the year. For Julio Gonzalez, they became the starting point for building long-term value. Early in his career, Gonzalez saw that the tax code wasn't just about compliance, it was an opportunity for businesses to grow smarter if they understood how to use it. That belief led him to found Engineered Tax...

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