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Anna Peterson Joins Whittier Trust's San Diego Office as Assistant Vice President, Client Advisor
Banking & Financial ServicesCompany Update

Anna Peterson Joins Whittier Trust's San Diego Office as Assistant Vice President, Client Advisor

July 8, 2025 10:00 AM

Whittier Trust is pleased to announce the hiring of Anna Peterson as an Assistant Vice President, Client Advisor in the firm's expanding San Diego office. Anna brings a depth of experience in estate planning and family office advisory that aligns with Whittier's commitment to thoughtful, high-touch client service.In this role, Anna serves as a strategic advisor to high-net-worth individuals and families, delivering bespoke family office services...

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Honeycomb Insurance Opens New Headquarters in Chicago to Support Rapid Growth
Banking & Financial ServicesCompany Update

Honeycomb Insurance Opens New Headquarters in Chicago to Support Rapid Growth

July 8, 2025 10:00 AM

Honeycomb Insurance, one of the fastest-growing insurtech companies in the U.S., today announced the opening of its new 15,000-square-foot headquarters in Chicago. The move follows a year of record growth for the company, which uses AI and proprietary computer vision to modernize property insurance for residential real estate.Backed by significant funding from Zeev Ventures (the early investor in Navan and Next Insurance), Honeycomb has become a...

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Optima Tax Relief Celebrates 14 Years of Service: A Legacy of Taxpayer Advocacy and Impact
Banking & Financial ServicesCompany Update

Optima Tax Relief Celebrates 14 Years of Service: A Legacy of Taxpayer Advocacy and Impact

July 8, 2025 10:00 AM

Optima Tax Relief proudly celebrates 14 years of helping taxpayers nationwide resolve their toughest IRS and state tax issues. Since its founding in 2011, the company has become the nation's leading tax resolution firm, servicing over 100,000 cases, resolving billions in tax debt, and saving clients hundreds of millions of dollars through the IRS's Offer in Compromise (OIC) program."Every number we share reflects a life changed," said David...

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KeyBank Awards More Than $1,193,000 to Eastern Pennsylvania Organizations Through Tax Credit Programs
Banking & Financial ServicesEnvironmental, Social and Governance

KeyBank Awards More Than $1,193,000 to Eastern Pennsylvania Organizations Through Tax Credit Programs

July 8, 2025 9:30 AM

KeyBank (NYSE:KEY) announces it has awarded Philadelphia and Eastern PA educational organizations with funding in 2024 through Pennsylvania's Educational Improvement Tax Credit (EITC) program totaling $527,222. Additional tax credit funding has been awarded through the state's Opportunity Scholarship Tax Credit (OSTC) program and Neighborhood Assistance Program (NAP) for a total contribution of $1,193,889.Under the EITC program, Pennsylvania...

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Exit Factor Expands Territory With New Location in Fort Wayne, Indiana
Banking & Financial ServicesCompany Update

Exit Factor Expands Territory With New Location in Fort Wayne, Indiana

July 8, 2025 9:00 AM

Exit Factor™, a business consulting franchise specializing in exit planning for small to mid-sized companies, announced today the opening of its newest location in Fort Wayne, Indiana. The Indiana territory will be led by Brent Stringer, CPA, CEPA, who brings extensive leadership experience in finance, operations, administration, and strategic planning. With a background spanning both the nonprofit and small business sectors, Brent is passionate...

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Fintech Sandbox Announces Eighth Annual Boston Fintech Week Details, Spotlighting Breakthroughs in AI and Impact on Financial Services
Banking & Financial ServicesConferences

Fintech Sandbox Announces Eighth Annual Boston Fintech Week Details, Spotlighting Breakthroughs in AI and Impact on Financial Services

July 8, 2025 9:00 AM

Fintech Sandbox, a nonprofit that provides early-stage startups around the world with free access to critical datasets and infrastructure through its Data Access Residency, today announced exciting details for the 2025 Boston Fintech Week, happening September 15-19.This year's theme is "The New Frontier" and the week's events will explore how breakthroughs in artificial intelligence (AI) are unlocking bold new ways to tackle some of the toughest...

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Great Rock Capital Upsizes Corporate Note
Banking & Financial ServicesFinancing

Great Rock Capital Upsizes Corporate Note

July 8, 2025 8:00 AM

Great Rock Capital, an asset-focused commercial finance company specializing in middle market lending, today announced the third upsize of its investment-grade corporate note. The proceeds from this transaction will be used to support continued growth initiatives and further reinforce the strength of the firm's balance sheet."This new capital comes at an advantageous time," said Stuart Armstrong, CEO of Great Rock Capital. "We've experienced...

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Farm-Fluencers Are Sharing Life on the Land With the World
Banking & Financial ServicesEnvironmental, Social and Governance

Farm-Fluencers Are Sharing Life on the Land With the World

July 8, 2025 7:30 AM

Americans can peek into worlds they likely would never see through two video series filmed by small-scale farmers and shared on Fairtrade America's social media channels.The video series, filmed by Felix Tetteh, a 27-year-old cocoa farmer from Ghana, and Ana Polo Aguilar, a 35-year-old banana farmer from Ecuador, provide a rare look at the hard work and long journey it takes to make chocolate and bananas appear in grocery stores in the U.S.Watch...

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Hilbert Group Announces Appointment of Saxo Bank Co-founder Lars Seier Christensen to its Advisory Board
Banking & Financial ServicesCompany Update

Hilbert Group Announces Appointment of Saxo Bank Co-founder Lars Seier Christensen to its Advisory Board

July 8, 2025 7:20 AM

Hilbert Group AB (Nasdaq:HILB B)(STO:HILB-B)(FRA:999) announced today that renowned international businessman Lars Seier Christensen, co-founder of Saxo Bank, will serve as Advisor to the Board.Lars is best known as a co-founder of Saxo Bank, where he played a pivotal role in transforming the institution into a globally recognized financial services provider with over 1.5 million customers. In addition to his work at Saxo Bank, Lars has been an...

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Faranak Firozan on Why Brands Are Failing to Connect with Gen Z, and How Cultural Relevance Can Fix It
Banking & Financial ServicesCompany Update

Faranak Firozan on Why Brands Are Failing to Connect with Gen Z, and How Cultural Relevance Can Fix It

July 8, 2025 7:10 AM

As marketers scramble to decode the preferences of Generation Z, one industry voice is calling for a total reframe of the conversation. Faranak Firozan, a seasoned brand strategist and founder of Firozan & Co., believes that the disconnect between brands and Gen Z has less to do with technology or trends and more to do with culture.According to Firozan, many brands are misreading Gen Z's values, language, and behaviors because they are...

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Azoria Launches 'Anti-DEI' ETF Excluding Three-Dozen S&P 500 Companies With 'DEI Hiring Targets'
Banking & Financial ServicesProduct Announcements

Azoria Launches 'Anti-DEI' ETF Excluding Three-Dozen S&P 500 Companies With 'DEI Hiring Targets'

July 8, 2025 7:00 AM

Azoria Capital, Inc. (Azoria) today publicly listed its 'anti-DEI' exchange-traded fund (ETF), the Azoria 500 Meritocracy ETF (ticker: SPXM). SPXM, available through any U.S. brokerage account, invests in the top 500 U.S. companies except those that impose racial or gender hiring targets (‘DEI hiring targets'). SPXM's premise is simple: companies that hire and promote on skill and ability will be more successful than those that hire on race and...

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SLR Expands Into the Middle East With Acquisition of 5 Capitals
Banking & Financial ServicesEnvironmental, Social and Governance

SLR Expands Into the Middle East With Acquisition of 5 Capitals

July 8, 2025 4:32 AM

The acquisition, expected to be completed in August 2025, marks an important milestone in SLR's growth - anchoring our presence in the Middle East at a time when demand for sustainability-focused solutions is rapidly accelerating.As the need for clean energy, resource-efficient and socially inclusive development grows, clients are looking for credible partners who can navigate technical and regulatory complexity. With Dubai as a base, this...

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The JP Jenkins-15 June Index Update
Banking & Financial ServicesCompany Update

The JP Jenkins-15 June Index Update

July 8, 2025 2:20 AM

The JP Jenkins (www.jpjenkins.com) proprietary index covering the performance of the venue's 15 largest stocks has been calculated after the close on 7th July 2025. This shows the index trading at 1063.19, up 0.96% from the previous calculation on 6th June.A key driver was gains for Innovation Agritech, which was highlighted by the Mail on Sunday as one to watch as a possible winner from the rising global temperatures which are being seen.The...

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BOK Financial Corporation Announces Second Quarter 2025 Earnings Conference Call
Banking & Financial ServicesCompany Update

BOK Financial Corporation Announces Second Quarter 2025 Earnings Conference Call

July 7, 2025 5:15 PM

BOK Financial Corporation (NASDAQ:BOKF) will host a conference call to review second quarter 2025 financial results at noon central time on Tuesday, July 22, 2025. The call may also include discussion of company developments, forward-looking statements and other material information about business and financial matters. The results are scheduled to be released after the market closes on Monday, July 21, 2025.The live audio webcast and...

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River City Bank Expands the Board of Directors With Addition of David Lichtman
Banking & Financial ServicesCompany Update

River City Bank Expands the Board of Directors With Addition of David Lichtman

July 7, 2025 3:00 PM

River City Bank announced today that David Lichtman, former First Republic Bank executive, will be immediately joining the Board of Directors.Mr. Lichtman held various positions during his 37-year tenure at First Republic Bank. As a longtime leader in his role as Senior Executive Vice President and Chief Credit Officer, his responsibilities included credit administration and overseeing a loan portfolio exceeding $170 billion."First Republic Bank...

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Climate First Bancorp Closes $46 Million Strategic Funding Round
Banking & Financial ServicesFinancing

Climate First Bancorp Closes $46 Million Strategic Funding Round

July 7, 2025 1:00 PM

Climate First Bancorp (www.climatefirstbank.com), a financial holding company operating Climate First Bank, a values-based FDIC-insured bank, and OneEthos, a mission-driven, Federal Reserve Bank-regulated fintech, today announced they closed a new $46 million strategic funding round. Bancorp now has 900 shareholders who have invested a total of $125 million in the effort to combat the climate crisis.Climate First Bancorp's latest round will...

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Aflac: 5 Financial Tips for Self-Employed Individuals
Banking & Financial ServicesCompany Update

Aflac: 5 Financial Tips for Self-Employed Individuals

July 7, 2025 12:00 PM

NEW YORK CITY, NY / ACCESS Newswire / July 7, 2025 / Self-employment can bring unique financial challenges, such as unpredictable income, business expenses, and, in some cases, a larger tax burden as well. Despite these challenges, though, the freedom and flexibility that self-employment offers make it an appealing alternative to traditional employment for many.By implementing a few key strategies and preparing in advance, navigating the...

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KeyBank Provides $47 Million of Financing for Affordable Multifamily Housing in California
Banking & Financial ServicesEnvironmental, Social and Governance

KeyBank Provides $47 Million of Financing for Affordable Multifamily Housing in California

July 7, 2025 11:30 AM

KeyBank Community Development Lending and Investment (CDLI) provided a $32 million tax-exempt construction loan and a $15 million taxable construction loan to finance the new construction El Camino Commons, an affordable multifamily housing property in Oceanside, California. The $27.8 million permanent loan will be privately placed with one of KeyBank Commercial Mortgage Group's (CMG) institutional investors.EL Camino Real Apartments will be a...

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Love Language
Banking & Financial ServicesEnvironmental, Social and Governance

Love Language

July 7, 2025 10:30 AM

By Kim Borges"I wanted to do something I was passionate about that spoke to me."Paul Malone only recently discovered how prophetic his own words were.Three years ago, the Consumer Banking manager with Regions Bank was seeking a way to give back to the community when he toured a nonprofit providing support to people with speech and hearing difficulties."My mother has been deaf my entire life, and I've always wished there were more solutions for...

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Bad Credit Personal Loans 2025 - Low Credit Finance Awarded Best Loan Option
Banking & Financial ServicesAwards

Bad Credit Personal Loans 2025 - Low Credit Finance Awarded Best Loan Option

July 7, 2025 10:15 AM

For individuals navigating the challenges of a less-than-perfect credit history, securing essential financial assistance can often feel like an uphill battle. However, a clear leader has emerged in the realm of bad credit personal loans: Low Credit Finance, recently awarded for being the best option for those seeking a lifeline.Low Credit Finance has distinguished itself as the top lender for individuals with bad credit, earning this recognition...

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