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Roberston Stephens Ends 2024 with $7.1 Billion in Assets, Marking 45% Annual Growth
Banking & Financial ServicesEarnings

Roberston Stephens Ends 2024 with $7.1 Billion in Assets, Marking 45% Annual Growth

January 16, 2025 11:00 AM

Robertson Stephens Wealth Management, LLC ("Robertson Stephens"), today announced that it ended 2024 with $7.1 billion in advisory assets under management, marking 45% growth over the preceding 12 months.Last year, Robertson Stephens completed five acquisitions, adding or increasing presences in the Chicago area, Connecticut, Oregon, and Colorado."This was a year of continued growth, reflecting a validation in the industry of our culture and...

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Bucks County Opportunity Council Receives $400,000 Grant From KeyBank Foundation
Banking & Financial ServicesEnvironmental, Social and Governance

Bucks County Opportunity Council Receives $400,000 Grant From KeyBank Foundation

January 16, 2025 10:45 AM

Bucks County Opportunity Council Inc. (BCOC) has received a $400,000 Community Impact Grant from KeyBank Foundation, the charitable foundation of KeyBank, aimed to increase food resources and improve health equity in Bucks County. The funding will be used to expand BCOC's network of food distribution sites, advocate for more collaboration on community efforts to address food insecurity, implement nutrition educational programs to drive healthier...

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Franklin Templeton Employees Welcome the Spirit of Giving Through Involved HOLIDAYS Campaign
Banking & Financial ServicesEnvironmental, Social and Governance

Franklin Templeton Employees Welcome the Spirit of Giving Through Involved HOLIDAYS Campaign

January 16, 2025 10:30 AM

NORTHAMPTON, MA / ACCESSWIRE / January 16, 2025 / Franklin TempletonFranklin Templeton employees show their generosity and compassion all year long. This year, the firm again participated in Involved HOLIDAYS, a special volunteer campaign building upon the momentum of June's Impact Days to extend the spirit of giving beyond that month and make an impact during the holiday season. It is the perfect time to come together as a team and extend a...

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Best Business Brokers in New York 2025 List Released on WireDaily.com
Banking & Financial ServicesProduct Announcements

Best Business Brokers in New York 2025 List Released on WireDaily.com

January 16, 2025 9:00 AM

WireDaily.com is proud to announce the release of its Best Business Brokers in New York list for 2025.Read the Best Business Brokers in New York List here.Additionally:Consumers looking to sell their business can get a free valuation from WireDaily's top recommended business broker.According to Ben Schreiner, Senior Writer at WireDaily.com, "We identified and compared multiple business brokers based in New York to prepare this list. It's aimed...

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Onramp Bitcoin Unveils Onramp Institutional With Glenn Cameron, Industry Veteran, as Global Head
Banking & Financial ServicesProduct Announcements

Onramp Bitcoin Unveils Onramp Institutional With Glenn Cameron, Industry Veteran, as Global Head

January 16, 2025 9:00 AM

Onramp is pleased to announce the formal launch of Onramp Institutional, a pioneering platform dedicated to delivering secure and innovative bitcoin custody and advisory solutions tailored to institutional investors. With renowned investment expert Glenn Cameron, CFA, FMVA, at the helm as Global Head, this initiative represents a bold step in bridging the gap between traditional finance and bitcoin's transformative potential.With over 25 years...

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Troy Mele Brings Extensive Experience to Simpay
Banking & Financial ServicesCompany Update

Troy Mele Brings Extensive Experience to Simpay

January 16, 2025 9:00 AM

Simpay is thrilled to announce Troy Mele, a seasoned entrepreneur and the owner of Grazie Payments, has joined the leadership team as the Senior Vice President of Indirect Sales. With more than a decade of experience in the Payment Solutions sector, Troy brings a wealth of knowledge and a proven track record of success.His entrepreneurial spirit and innovative approach have been instrumental in driving growth and revenue in previous roles....

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1847 Holdings Engages Two Roads Advisors to Facilitate Sale of Wolo Manufacturing Corp.
Banking & Financial ServicesCompany Update

1847 Holdings Engages Two Roads Advisors to Facilitate Sale of Wolo Manufacturing Corp.

January 16, 2025 8:30 AM

1847 Holdings LLC (NYSE American:EFSH) ("1847 Holdings" or the "Company") today announced the engagement of Two Roads Advisors, a boutique investment bank specializing in mergers and acquisitions, to manage the sale process for its subsidiary, Wolo Manufacturing Corp. ("Wolo").Wolo is a leading manufacturer and distributor of vehicle horns and safety products, offering a comprehensive range of electric and air horns for trucks, marine vessels,...

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Liberty Backs Businesses Preparing for Success in 2025 and Beyond
Banking & Financial ServicesCompany Update

Liberty Backs Businesses Preparing for Success in 2025 and Beyond

January 15, 2025 8:00 PM

The KPMG 2025 Keeping Us Up at Night report revealed that 53% of business leaders identified ‘digital transformation' as a key challenge for the year ahead.Emerging technologies, new markets, regulations, and business flexibility are also expected to take centre stage in the next three to five years.While businesses recognise the need for future-focused investments, securing the funding for them can be challenging in the current economic...

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William Penn Bancorporation Announces Quarter End Results And Cash Dividend to Shareholders
Banking & Financial ServicesEarnings

William Penn Bancorporation Announces Quarter End Results And Cash Dividend to Shareholders

January 15, 2025 4:15 PM

William Penn Bancorporation ("William Penn" or the "Company") (NASDAQ CM:WMPN), the parent company of William Penn Bank (the "Bank"), today announced its financial results for the three and six months ended December 31, 2024. William Penn recorded a net loss of $988 thousand and $1.0 million, or $(0.12) and $(0.12) per basic and diluted share, for the three and six months ended December 31, 2024, respectively, compared to net income of $11...

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First Acceptance Corporation Named to 2025 OTCQX Best 50
Banking & Financial ServicesAwards

First Acceptance Corporation Named to 2025 OTCQX Best 50

January 15, 2025 4:05 PM

First Acceptance Corporation (OTCQX:FACO) is pleased to announce it has been named to the 2025 OTCQX® Best 50, a ranking of top performing companies traded on the OTCQX Best Market last year.The OTCQX Best 50 is an annual ranking of the top 50 U.S. and international companies traded on the OTCQX market. The ranking is calculated based on an equal weighting of one-year total return and average daily dollar volume growth in the previous calendar...

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Coeur d'Alene Bancorp Announces Its Fourth Quarter 2024 and Year to Date 2024 Results
Banking & Financial ServicesEarnings

Coeur d'Alene Bancorp Announces Its Fourth Quarter 2024 and Year to Date 2024 Results

January 15, 2025 2:45 PM

Coeur d'Alene Bancorp today reported net income for the fourth quarter of $452,990 or $0.24 per share, compared to $563,908 or $0.30 for the fourth quarter of 2023. Net income of $1,475,207 or $0.78 per share for the twelve months ended December 31, 2024, was also reported, compared to $2,118,568 or $1.12 per share for the twelve months ended 2023. All results are unaudited.As of December 31, 2024, total consolidated assets were $241.4 million,...

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Melvin Ramen Brings Lending Leadership Prowess to Orlando Credit Union
Banking & Financial ServicesManagement Changes

Melvin Ramen Brings Lending Leadership Prowess to Orlando Credit Union

January 15, 2025 2:00 PM

Today in Orlando, FL, Melvin Ramen joined the Executive Leadership Team of Orlando Credit Union (OCU) as Chief Lending Officer. "It is with deep admiration and respect that Orlando Credit Union embraces the contributions of new Chief Lending Officer, Melvin Ramen," noted David Duncan Marketing, PR, and Communications Vice President at OCU. "Members will benefit from a depth of expertise, a commitment to enabling better lending processes, and the...

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People Helping People Receives $75,000 Grant from KeyBank  to Support Employment Opportunities for Underserved Women
Banking & Financial ServicesDiversity, Equity and Inclusion

People Helping People Receives $75,000 Grant from KeyBank to Support Employment Opportunities for Underserved Women

January 15, 2025 11:30 AM

KeyBank has awarded a $75,000 grant to People Helping People (PHP) in Salt Lake City, a nonprofit providing employment training and resources to low-income women and single mothers who are working towards financial self-sufficiency through long-term successful employment.PHP offers a four-phased program for underserved females, focused on coaching, mentoring, developing employment strategies, and offering continued career development...

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Northwestern Mutual: Why It's Never Too Early to Start Saving for College
Banking & Financial ServicesCompany Update

Northwestern Mutual: Why It's Never Too Early to Start Saving for College

January 15, 2025 11:00 AM

Saving for college is an important step for any child's future. While it may seem early, every small contribution adds up over time, providing a head start on rising education costs. Whether parents are exploring the best college savings plans or looking for ways to teach their children about finances, starting now can make all the difference. Here are some key reasons why it's never too early to start saving for college.It Gives Time for Money...

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Physician Growth Partners Serves as Exclusive Advisor to Associated Urologists of North Carolina in its Affiliation with Solaris Health
Banking & Financial ServicesMergers and Acquisitions

Physician Growth Partners Serves as Exclusive Advisor to Associated Urologists of North Carolina in its Affiliation with Solaris Health

January 15, 2025 10:30 AM

Physician Growth Partners ("PGP"), a leading healthcare investment banking and M&A Advisory firm, is pleased to announce it has recently advised Associated Urologists of North Carolina ("AUNC"), a Cary, NC-based comprehensive urology practice, in its partnership with Solaris Health ("Solaris" - backed by Lee Equity Partners).Established in 2011 through a merger of five independent urology clinics, Associated Urologists of North Carolina has...

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Truist Foundation Partners With Center for Disaster Philanthropy to Provide Over $20M in Disaster Recovery Grants in Western North Carolina
Banking & Financial ServicesEnvironmental, Social and Governance

Truist Foundation Partners With Center for Disaster Philanthropy to Provide Over $20M in Disaster Recovery Grants in Western North Carolina

January 15, 2025 10:00 AM

Grants will support post-Hurricane Helene housing and small business recovery, long-term resiliencyCHARLOTTE, NC / ACCESSWIRE / January 15, 2025 / Truist Foundation today announced it will partner with Center for Disaster Philanthropy to provide over $20 million in disaster recovery grants in Western North Carolina as part of the Truist Cares for Western North Carolina initiative. Flooding in the aftermath of Hurricane Helene, which hit in...

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Climate First Bank Promotes Lex Ford to Chief Executive Officer Amidst Record Growth
Banking & Financial ServicesCompany Update

Climate First Bank Promotes Lex Ford to Chief Executive Officer Amidst Record Growth

January 15, 2025 9:00 AM

Climate First Bank (www.climatefirstbank.com), the world's first FDIC-insured digital community bank founded to combat the climate crisis, today announced that Lex Ford would be promoted to Chief Executive Officer (CEO) of the bank. Ken LaRoe, the bank's Founder and the driving force behind its current success, will continue to serve as the CEO of the bancorp holding company, but will transition to the role of Executive Chairman of the Board of...

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GECC Reports Fiscal 2025 Q1 Financial Results
Banking & Financial ServicesEarnings

GECC Reports Fiscal 2025 Q1 Financial Results

January 14, 2025 7:15 PM

Global Education Communities Corp. (" GECC " or the " Company ") (TSX:GEC)(OTCQB:GECSF) reports that it has filed on SEDAR+ its fiscal 2025 first quarter financial statements (the " Q1 2025Financial Statements ") and related Management's Discussion & Analysis (the " MD&A ") (collectively, the " 2025 Q1 Financial Report ") for the first quarter ended November 30, 2024 (" Q12025 "). This news release should be read in conjunction with the 2025 Q1...

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FineMark Holdings, Inc. Reports Fourth Quarter and Full Year 2024 Earnings
Banking & Financial ServicesEarnings

FineMark Holdings, Inc. Reports Fourth Quarter and Full Year 2024 Earnings

January 14, 2025 5:55 PM

FORT MYERS, FL / ACCESSWIRE / January 14, 2025 / FineMark Holdings, Inc. (OTCQX:FNBT), the parent company of FineMark National Bank & Trust has released its fourth quarter and full year 2024 financial results. Results can be found on the Bank's website at https://www.finemarkbank.com/ 2024q4earningsrelease /.FineMark Holdings, Inc. is the parent company of FineMark National Bank & Trust. Founded in 2007, FineMark is a nationally chartered bank...

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Kingsway to Present at the Sidoti Virtual Investor Conference January 22, 2025 at 12:15pm ET
Banking & Financial ServicesCompany Update

Kingsway to Present at the Sidoti Virtual Investor Conference January 22, 2025 at 12:15pm ET

January 14, 2025 4:00 PM

(NYSE:KFS) Kingsway Financial Services Inc. ("Kingsway" or the "Company") today announced that management will present at the Sidoti Virtual Investor Conference on January 22, 2025, at 12:15pm ET.For live access to the webcast presentation register visit: https://bit.ly/40vXF5gManagement will also host one-on-one investor meetings during the conference. To schedule a virtual meeting with management, please contact your conference representative...

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