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Sidoti Events, LLC's Virtual September Small-Cap Conference
Banking & Financial ServicesConferences

Sidoti Events, LLC's Virtual September Small-Cap Conference

September 16, 2025 11:20 AM

Sidoti Events, LLC, an affiliate of Sidoti & Company, LLC, has released the presentation schedule and weblinks for its two-day September Small-Cap Conference taking place Wednesday and Thursday, September 17-18, 2025. The presentation schedule is subject to change. Please visit www.sidoti.com/events for the most updated version and webinar links. Presentation Schedule*All Times EDTWednesday, September 17, 2025 (Day 1)8:30-9:00*****Columbus...

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Whittier Trust Promotes Derek Hamblet to Senior Vice President in Reno Office
Banking & Financial ServicesCompany Update

Whittier Trust Promotes Derek Hamblet to Senior Vice President in Reno Office

September 16, 2025 10:45 AM

The Whittier Trust Company of Nevada is proud to announce the promotion of Derek S. Hamblet to Senior Vice President and Client Advisor in the wealth management firm's Reno office. This advancement reflects both Derek's nearly two decades of experience and the firm's deepening dedication to serving Nevada families, who benefit from the state's advantageous trust laws and robust fiduciary framework.As Senior Vice President and Client Advisor,...

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Mulah (Mulah.com) Disrupts Traditional Banking With Fast, Flexible Business Funding Solutions
Banking & Financial ServicesFinancing

Mulah (Mulah.com) Disrupts Traditional Banking With Fast, Flexible Business Funding Solutions

September 16, 2025 10:00 AM

Mulah.com, also known simply as Mulah, is reshaping how entrepreneurs and small businesses access capital by offering a faster, more transparent alternative to traditional banks. With nationwide expansion underway, the platform is helping startups, contractors, real estate professionals, and e-commerce owners secure funding quickly and reliably.For decades, business owners have faced challenges with bank financing. Loan applications are slow,...

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Blazing a Trail: Regions Teams Up With UAB To Ignite Innovation and Opportunity
Banking & Financial ServicesEnvironmental, Social and Governance

Blazing a Trail: Regions Teams Up With UAB To Ignite Innovation and Opportunity

September 16, 2025 9:30 AM

The campus at the University of Alabama at Birmingham, or UAB, is buzzing. Classes recently began, and more than 20,000 undergraduate and graduate students are getting acquainted with new schedules, new roommates and new professors while gearing up for another productive semester.The campus, home of the UAB Blazers, is located a mile and a half from the Regions headquarters in downtown Birmingham, and the two organizations are more than just...

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ALKEME Announces Successful Debt Restructuring and Expanded Credit Facilities
Banking & Financial ServicesFinancing

ALKEME Announces Successful Debt Restructuring and Expanded Credit Facilities

September 16, 2025 9:30 AM

ALKEME Insurance, a Top 25 Insurance Brokerage, today announced the successful restructuring of its existing debt facilities, securing additional flexibility and enhanced pricing terms to support the company's continued growth and strategic initiatives.The Delayed Draw Term Loan (DDTL) financing was materially oversubscribed and was upsized from $200 million to $260 million in response to strong demand from existing lenders. As part of the deal,...

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One in Four Small Business Owners Are in Survival Mode but Adapting, Reveals KeyBank Survey
Banking & Financial ServicesEnvironmental, Social and Governance

One in Four Small Business Owners Are in Survival Mode but Adapting, Reveals KeyBank Survey

September 16, 2025 9:30 AM

Small business owners faced a tough year, battling rising costs and tariff policies. KeyBank's (NYSE:KEY) 2025 Small Business Survey found that approximately one in four (23%) small business owners are stuck in survival mode and aren't focused on long-term planning. Additionally, almost half (46%) of small business owners feel their performance fell short of expectations in 2025.Still, 40% of small business owners are cautiously planning ahead...

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Capital Resources Surpasses $200M in Active Loan Portfolio During 20th Anniversary Year
Banking & Financial ServicesFinancing

Capital Resources Surpasses $200M in Active Loan Portfolio During 20th Anniversary Year

September 16, 2025 9:00 AM

Capital Resources, LLC, a specialty lender to independent and captive Allstate insurance agencies and registered investment advisors (RIAs), is celebrating a dual milestone: its 20th anniversary and exceeding a $200 million loan portfolio."Two decades in this business is a testament to the trust of our clients and the unwavering commitment of our team," said Dean Crouch, CEO of Capital Resources. "Our ability to navigate every market condition...

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Recognizing the Transformative Power of Technology, Alpine Mar Launches Comprehensive Managed IT and IT Consulting Services Offering
Banking & Financial ServicesCompany Update

Recognizing the Transformative Power of Technology, Alpine Mar Launches Comprehensive Managed IT and IT Consulting Services Offering

September 16, 2025 9:00 AM

Alpine Mar, a rapidly growing, modern accounting firm, today unveiled an expansive new offering that includes managed IT and IT consulting services. Specifically, Alpine Mar will offer a seamless, fractional external team of IT experts to help clients administer and protect their workplace productivity and collaboration suites; as well as consulting services focused primarily on cybersecurity and AI consulting."This new offering extends Alpine...

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Holistiplan Chosen as Tax Planning Solution for 2,100+ XYPN Member Firms
Banking & Financial ServicesPartnerships

Holistiplan Chosen as Tax Planning Solution for 2,100+ XYPN Member Firms

September 16, 2025 9:00 AM

Holistiplan, the award-winning tax planning software built for financial advisors, today announced that it has been chosen as the tax planning solution for all members of XYPN, the only advisor support platform designed to help fee-only financial planners build the independent firm of their dreams with complete autonomy. This collaboration makes Holistiplan an included benefit across XYPN's growing network of more than 2,100 firms."XYPN has been...

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Climate First Bank SBA Lending Division Hires Jake Newcomb as Vice President and Senior Business Development Officer
Banking & Financial ServicesFinancing

Climate First Bank SBA Lending Division Hires Jake Newcomb as Vice President and Senior Business Development Officer

September 16, 2025 9:00 AM

Climate First Bank (www.climatefirstbank.com), the world's first FDIC-insured, values based, digital-forward community bank founded to combat the climate crisis, is pleased to welcome Jake Newcomb as Vice President and Senior Business Development Officer in its growing SBA Lending Division.Newcomb joined the Bank in March 2025, bringing with him a strong background in SBA finance and a deep commitment to small business lending. In his new role,...

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bolt Expands Leadership Team, Names Curtis Scott Head of Strategy and Industry Verticals
Banking & Financial ServicesCompany Update

bolt Expands Leadership Team, Names Curtis Scott Head of Strategy and Industry Verticals

September 16, 2025 8:58 AM

bolt, the insurtech with the world's largest technology-enabled insurance exchange, today announced the expansion of Curtis Scott's role as Head of Strategy and Industry Verticals. Scott's elevated role is yet another signal of bolt's continued momentum in the first half of 2025, expansion of its leadership team and vision for the future. In his new role, Scott will lead bolt's enterprise vertical strategy and North America business planning,...

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Liberty Helps Property Investors with Flexible Investment Home Loans
Banking & Financial ServicesCompany Update

Liberty Helps Property Investors with Flexible Investment Home Loans

September 15, 2025 9:30 PM

According to the latest data from Agile Market Intelligence, 25% of households intend to invest in real estate in the next 12 months.As a leader in the Australian mortgage space, Liberty is ready to support borrowers looking to start or grow their property portfolio with flexible investment home loans.Communications Manager, Bernadine Pantarotto, says the non-bank lender is committed to helping more Australians take advantage of new...

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KeyBank Foundation Invests $750,000 to Help Launch Green Jobs Initiative in Indianapolis
Banking & Financial ServicesEnvironmental, Social and Governance

KeyBank Foundation Invests $750,000 to Help Launch Green Jobs Initiative in Indianapolis

September 15, 2025 1:45 PM

Today, the KeyBank Foundation announced an investment of $750,000 in the IndyEast Economic Mobility District to support the launch of the Green Jobs Workforce Initiative. The initiative will prepare residents of the IEMD which spans Indianapolis' near eastside, southeast and Martindale-Brightwood neighborhoods for high-demand, living-wage careers in the green economy.Participants enrolled in the program will receive industry-recognized training,...

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Lendistry Introduces Insurance Agency to Give Growing Small Businesses a
Banking & Financial ServicesProduct Announcements

Lendistry Introduces Insurance Agency to Give Growing Small Businesses a "LIFT"

September 15, 2025 12:00 PM

Lendistry announces this National Life Insurance Awareness Month that it has launched Lendistry Insurance Fulfillment Team (LIFT), an agency that connects small business owners with business and life insurance providers. Because insurance is required for many financing products, including SBA loans, LIFT has collaborated with leading providers to enable small business borrowers to acquire the needed policies in minutes without disrupting their...

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2025 Inclusion·Conference on the Bund Successfully Concludes in Shanghai
Banking & Financial ServicesConferences

2025 Inclusion·Conference on the Bund Successfully Concludes in Shanghai

September 15, 2025 11:15 AM

The 2025 Inclusion·Conference on the Bund officially concluded on September 13 at the Huangpu World Expo Park in Shanghai. Over the course of three days, the conference explored the theme of "Path to Innovative Growth," bringing together global experts, industry leaders, and pioneering thinkers to discuss how finance and technology can drive innovation, sustainable development, and ultimately improve people's everyday lives. This year's...

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15 New Reasons To Smile: Aflac Childhood Cancer Foundation Awards 2025 Child Life Grants
Banking & Financial ServicesEnvironmental, Social and Governance

15 New Reasons To Smile: Aflac Childhood Cancer Foundation Awards 2025 Child Life Grants

September 15, 2025 11:10 AM

Originally published on Aflac NewsroomThe Aflac Childhood Cancer Foundation (ACCF) has announced recipients of their 2025 Child Life Grant awards benefitting 15 hospital programs that will help bring comfort, support and guidance to pediatric patients, their siblings and families experiencing a cancer or blood disorders diagnosis. Since 2018, 83 grants totaling $152,500 have been awarded by the foundation to Child Life programs across the...

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D. Boral Capital Announces Sponsorship of The National Investment Banking Association's 151st Investment Conference in Fort Lauderdale, Florida
Banking & Financial ServicesCompany Update

D. Boral Capital Announces Sponsorship of The National Investment Banking Association's 151st Investment Conference in Fort Lauderdale, Florida

September 15, 2025 8:00 AM

D. Boral Capital, a relationship-driven global investment bank serving middle-market and emerging growth companies, today announces it will sponsor The National Investment Banking Association's (NIBA's) 151st Investment Conference, taking place September 16-17 at The Westin Fort Lauderdale Beach Resort. David Boral, Founder and CEO; Gaurav Verma, Co-Head of Investment Banking; Stephen Wafalosky, Vice President of Investment Banking; and Mark...

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Liberty Supports Women-Led Businesses with Flexible Business Loan Solutions
Banking & Financial ServicesCompany Update

Liberty Supports Women-Led Businesses with Flexible Business Loan Solutions

September 15, 2025 12:00 AM

Around 35% of small businesses in Australia in 2025 are owned or led by women. Despite this growing presence, many women entrepreneurs continue to face significant hurdles, particularly when it comes to securing funding.In 2024, just 2% of total capital raised in Australia went to all-female founded teams. And only 15% of investments supported startups with at least one woman in the founding team. These figures highlight a persistent gap in...

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American Heritage International, Inc. Announces Heads of Agreement for the Acquisition of Freightmaster Semi-Trailers
Banking & Financial ServicesMergers and Acquisitions

American Heritage International, Inc. Announces Heads of Agreement for the Acquisition of Freightmaster Semi-Trailers

September 14, 2025 8:45 PM

American Heritage International, Inc. (OTC:AHII) today announced the signing of a Heads of Agreement on September 5, 2025, with Freightmaster Semi-Trailers Pty Ltd to acquire the Australian Original Equipment Manufacturer.Freightmaster has been manufacturing heavy transport equipment since the early 1990's including road train dollies, chassis tippers, drop deck trailers, flat top trailers, tautliner (curtain sider) trailers, skel trailers,...

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IVD Medical Holding Limited Releases
Banking & Financial ServicesFinancing

IVD Medical Holding Limited Releases "ETHK" Ecosystem Vision: Technology for the Public, Chain for the Way On September 14

September 14, 2025 10:03 AM

IVD Medical Holding Limited (01931.HK) officially announced its name change. Its English name was changed to "ETHK Labs Inc.". This move marks a comprehensive strategic upgrade, shifting the company's focus to core technology research and development and output for the digital industry and on-chain financial ecosystem. Through this name change, IVD Medical Holding Limited aims to more accurately reflect its new position as a key technology...

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