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Tortoise Capital Announces 2024 Closed-End Fund Tax Characterization of Distributions and Release of Combined Annual Report
Banking & Financial ServicesCompany Update

Tortoise Capital Announces 2024 Closed-End Fund Tax Characterization of Distributions and Release of Combined Annual Report

January 30, 2025 12:55 AM

Tortoise Capital today announced the tax characterization of 2024 distributions paid to common stockholders of each of the funds listed below:2024 Tax Characterization of Distributions TYG NTG TTP NDP TPZ TEAF Qualified Dividend Income 20% 12% 13% 15% 17% 10%Ordinary Dividend Income 4% 0% 0% 0% 5% 60%Return of Capital 76% 88% 87% 85% 78% 30%Long-Term Capital Gain 0% 0% 0% 0% 0% 0%Additional information regarding the...

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ESSA Bancorp, Inc. Announces Fiscal First Quarter 2025 Financial Results
Banking & Financial ServicesEarnings

ESSA Bancorp, Inc. Announces Fiscal First Quarter 2025 Financial Results

January 29, 2025 4:35 PM

ESSA Bancorp, Inc. (the "Company") (NASDAQ:ESSA), the holding company for ESSA Bank & Trust (the "Bank"), a $2.2 billion asset financial institution providing full service commercial and retail banking, asset management and trust, and investment services in eastern Pennsylvania, today announced financial results for the fiscal first quarter period ended December 31, 2024.Net income was $4.0 million, or $0.41 per diluted share, for the three...

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Liberty Tax Partners With Boost Mobile Helping Customers Maximize Tax Refunds This Year
Banking & Financial ServicesPartnerships

Liberty Tax Partners With Boost Mobile Helping Customers Maximize Tax Refunds This Year

January 29, 2025 3:00 PM

This tax season, Liberty Tax is making it easier for customers to stretch their tax refunds this year through an exclusive partnership with Boost Mobile. By combining our trusted tax preparation services with their unmatched 5G wireless service offers, Liberty Tax is empowering customers to maximize their tax savings this season and beyond."We are thrilled to partner with Boost Mobile to offer such a valuable benefit to our clients," said Scott...

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KeyBank Cuts Ribbon on New Port Chester New York Branch With Grant to Nonprofit Project Morry
Banking & Financial ServicesEnvironmental, Social and Governance

KeyBank Cuts Ribbon on New Port Chester New York Branch With Grant to Nonprofit Project Morry

January 29, 2025 1:30 PM

Today, KeyBank, a Fortune 500 company with regional headquarters in Tarrytown NY, celebrated the opening of its newest branch office located at 1 North Main Street, Port Chester NY, with a ribbon cutting ceremony attended by bank leaders, local business owners and community partners."Opening this branch has been a journey that started more than a year ago with a vision to expand our presence in Westchester County and bring our exceptional...

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FinServ Foundation Names Respected Wealth Management Leader Samantha Allen as New Mentorship Program Director
Banking & Financial ServicesCompany Update

FinServ Foundation Names Respected Wealth Management Leader Samantha Allen as New Mentorship Program Director

January 29, 2025 11:15 AM

FinServ Foundation, a 501(c)(3) nonprofit dedicated to fostering talent in the financial services sector, today announced wealth management executive Samantha Allen will serve as the new Mentorship Program Director.In the role, Allen, who is Executive Vice President of Marketing at Merit Financial Advisors, will help drive the FinServ Foundation's mentorship program to hundreds of NextGen leaders in financial services, helping to reshape this...

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Whittier Trust Celebrates 60 Years in the Pacific Northwest
Banking & Financial ServicesCompany Update

Whittier Trust Celebrates 60 Years in the Pacific Northwest

January 29, 2025 11:00 AM

Whittier Trust, the oldest multi-family office headquartered on the West Coast, celebrates two major milestones in 2025: 60 years of service to the Pacific Northwest and the 25th anniversary of our Seattle office. Our legacy in the Pacific Northwest began in the 1960s with founder Paul Whittier's vision and passion for the region. With a rich history and an enduring commitment to clients, Whittier Trust has been a trusted partner to generations...

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KS Bancorp, Inc. (KSBI) Announces Fourth Quarter 2024 Financial Results and Cash Dividend
Banking & Financial ServicesEarnings

KS Bancorp, Inc. (KSBI) Announces Fourth Quarter 2024 Financial Results and Cash Dividend

January 29, 2025 10:30 AM

KS Bancorp, Inc. (the "Company") (OTC PINK:KSBI), parent company of KS Bank, Inc. (the "Bank"), announced unaudited results for the fourth quarter of 2024 and cash dividend.The Company reported net income of $1.7 million or $1.49 per diluted share for the three months ended December 31, 2024, compared to net income of $1.5 million or $1.35 per diluted share for the three months ended December 31, 2023. During the fourth quarter of 2024, KS Bank...

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Students, Their Parents Thrilled About Winning U.S. Bank Scholarship Sweepstakes
Banking & Financial ServicesEnvironmental, Social and Governance

Students, Their Parents Thrilled About Winning U.S. Bank Scholarship Sweepstakes

January 29, 2025 10:00 AM

U.S. BankConner Tadlock, left, and Dallas Luckenbill were two of the winners in the U.S. Bank Student Scholarship program. Originally published on U.S. Bank company blogWe've all received emails claiming that we've won an amazing prize, but when Conner Tadlock got an email saying he was the grand prize winner of the U.S. Bank Student Scholarship program, he didn't send it to his spam folder."I kind of didn't believe it at first," Tadlock said....

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Kasisto Appoints Robert Dugdale as SVP of Sales & Partners for North America, Driving the Future of Reliable AI for Banks
Banking & Financial ServicesCompany Update

Kasisto Appoints Robert Dugdale as SVP of Sales & Partners for North America, Driving the Future of Reliable AI for Banks

January 29, 2025 9:15 AM

Kasisto, the leader in AI built for banking, today announced the appointment of Robert Dugdale as Senior Vice President of Sales & Partnerships for North America. With over a decade of experience in artificial intelligence and more than 20 years of enterprise banking technology experience, Dugdale has a proven record of delivering measurable results for banks. He will drive Kasisto's growth across North America and reinforce its leadership in...

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FundedNext Reviews Analysis and Investigation Released by WireDaily.com
Banking & Financial ServicesProduct Announcements

FundedNext Reviews Analysis and Investigation Released by WireDaily.com

January 29, 2025 9:00 AM

WireDaily.com is proud to announce the release of its FundedNext Reviews, Complaints, Fees and Reputation Analysis as well as Investigation.Read the Full FundedNext Reviews and Complaints Guide Here.According to Ben Schreiner, Senior Writer at WireDaily.com, "When there are hundreds of prop firms available, it can get challenging to find the right one."Consumers can sign up for WireDaily's No.1 Ranked Prop Firm Here."We hope our analysis of...

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Fintech Sandbox Celebrates its 10 Year Anniversary; Marks Significant Milestone of Providing Crucial Data to Entrepreneurs to Fuel Innovation and Change
Banking & Financial ServicesCompany Update

Fintech Sandbox Celebrates its 10 Year Anniversary; Marks Significant Milestone of Providing Crucial Data to Entrepreneurs to Fuel Innovation and Change

January 29, 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, experienced significant growth in 2024. With its data and industry partners and sponsors, the nonprofit was able to increase its impact by expanding the organization's Data Access Residency and hosting community-led events, including Boston Fintech Week. This momentum sets up...

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Mill City Ventures III, Ltd. Announces Amendment to Loan Agreement with Mustang Funding, LLC
Banking & Financial ServicesCompany Update

Mill City Ventures III, Ltd. Announces Amendment to Loan Agreement with Mustang Funding, LLC

January 29, 2025 7:00 AM

Mill City Ventures III, Ltd. ("Mill City") (NASDAQ:MCVT), a non-bank lender and specialty finance company, announced today the execution of Amendment No. 5 to its Fourth Short-Term Loan Agreement and Fourth Short-Term Promissory Note ("the Note") with Mustang Funding, LLC. This amendment reflects continued collaboration between the parties and introduces several key updates to the agreement and Note, effective January 21, 2025.The highlights of...

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Roemer Capital Invites Certain Holders to Tender Etalon Group GDR (ISIN: US29760G1031, Bloomberg: ETLN LI)
Banking & Financial ServicesCompany Update

Roemer Capital Invites Certain Holders to Tender Etalon Group GDR (ISIN: US29760G1031, Bloomberg: ETLN LI)

January 29, 2025 6:10 AM

Roemer Capital (Europe) Limited (the " Purchaser ") is inviting certain holders of GDRs to tender for the sale of up to 25,600,000 units of GDRs for cash at a purchase price of USD 0.41 per 1 GDR (the " Purchase Price "), subject to the terms and conditions set out the Invitation to Voluntary Tender Memorandum (the " Memorandum ") and template tender instructions (the " Tender Instruction ") each available on the designated website...

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Bank of England Appoints Fernando Aguirre of DHS Ventures & Holdings to the Economic Policy Council
Banking & Financial ServicesCompany Update

Bank of England Appoints Fernando Aguirre of DHS Ventures & Holdings to the Economic Policy Council

January 29, 2025 6:00 AM

The Chancellor of the Exchequer, Rachel Reeves, has today announced the appointment of Fernando Aguirre as an external member of the Economic Policy Committee (EPC).Fernando Aguirre is Executive Vice Chairman of DHS Ventures & Holdings, a global private equity firm based in Washington, DC. He previously served as a Governor of the US Federal Reserve System from 2006 until 2009. Mr. Aguirre has expertise on financial stability and regulatory...

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Proxymity Announces Large-Scale Onboarding  of Proxy Voting Clients With State Street
Banking & Financial ServicesPartnerships

Proxymity Announces Large-Scale Onboarding of Proxy Voting Clients With State Street

January 29, 2025 4:00 AM

Proxymity, the leading digital investor communications platform, today announces an important client migration project with State Street Corporation. State Street will transition a significant portion of proxy voting clients from its existing platform to Proxymity's market-leading Investor Portal.This migration will enable institution investors across multiple markets to use Proxymity's Investor Portal. Proxymity's digital connectivity across...

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Flushing Financial Corporation Reports 4Q24 and 2024 GAAP Loss Per Share of $(1.61) and $(1.05), and Core EPS of $0.14 and $0.73, Respectively; Actions Taken to Improve Profitability and to Strengthen the Balance Sheet
Banking & Financial ServicesEarnings

Flushing Financial Corporation Reports 4Q24 and 2024 GAAP Loss Per Share of $(1.61) and $(1.05), and Core EPS of $0.14 and $0.73, Respectively; Actions Taken to Improve Profitability and to Strengthen the Balance Sheet

January 28, 2025 5:15 PM

Restructuring Largely Complete. The Company reported fourth quarter and full year 2024 GAAP loss per share of $(1.61) and $(1.05), respectively. Core EPS for the fourth quarter and full year 2024 totaled $0.14 and $0.73, respectively. During the fourth quarter, the Company took several actions to improve profitability and strengthen the balance sheet, including raising $70 million of common capital, selling approximately $445 million of...

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JD Bancshares, Inc. Reports Financial Results for Three and Twelve-Month  Periods Ended December 31, 2024
Banking & Financial ServicesEarnings

JD Bancshares, Inc. Reports Financial Results for Three and Twelve-Month Periods Ended December 31, 2024

January 28, 2025 4:15 PM

JD Bancshares, Inc. (the "Company"), (OTCQX:JDVB), the parent holding company of JD Bank (the "Bank"), reports its unaudited financial results for the three and twelve-month periods ended December 31, 2024.Net income is $3,192,295 or $0.93 per share for the three-month period ended December 31, 2024, compared to $3,706,103 or $1.08 per share for the linked quarter ended September 30, 2024 and a net loss of $(2,213,692) or $(0.65) per share for...

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Sensiba LLP Expands Tax Leadership Team With Eleduvina Lopez
Banking & Financial ServicesManagement Changes

Sensiba LLP Expands Tax Leadership Team With Eleduvina Lopez

January 28, 2025 1:00 PM

Sensiba LLP, a Top-75 U.S.-based accounting and business consulting firm, is pleased to announce that Tax Partner Eleduvina (Eldy) Lopez has joined the firm.With more than 30 years of experience, Lopez will focus on serving high-net-worth individuals, family businesses, and Sensiba's estate and trust practice. She also offers extensive expertise in cross-border taxation issues and serving nonprofit organizations."We appreciate Eldy's passion for...

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Lendistry Welcomes Azurá Stevens of the Los Angeles Sparks as Brand Ambassador
Banking & Financial ServicesCompany Update

Lendistry Welcomes Azurá Stevens of the Los Angeles Sparks as Brand Ambassador

January 28, 2025 12:00 PM

Lendistry announces today that Los Angeles Sparks forward-center, Azurá Stevens, has signed on as the minority-led fintech's first brand ambassador. Headquartered in a Los Angeles Opportunity Zone, Lendistry is the leading non-bank source of SBA 7(a) loans to small businesses in LA County and became the Official Small Business Lender of the LA Sparks in 2024. This collaboration deepens the lender's connection to the Sparks and supports its...

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Westchester Angels and The STEM Alliance Announce Strategic Partnership to Advance STEM Education
Banking & Financial ServicesCompany Update

Westchester Angels and The STEM Alliance Announce Strategic Partnership to Advance STEM Education

January 28, 2025 11:15 AM

The Westchester Angels and The STEM Alliance are excited to announce a new strategic partnership to supercharge STEM learning opportunities for children and adults across Westchester County. By blending financial support with hands-on volunteer engagement, The Westchester Angels - a group of dynamic local investors backing innovative startups - are empowering The STEM Alliance to expand its reach and impact. The STEM Alliance, a fast-growing...

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