NAVIGATION

August 30, 2016

Banking & Finance

Concern over Chinese economy sends stocks reeling

Shares on major exchanges fell for a sixth consecutive day on Thursday while crude prices bounced back from multi­year lows as volatile markets digested another move lower in the yuan and Chinese efforts to stabilize a sinking stock market. Read more »
Published on 1/7/2016

Federal Reserve raises interest rates, cites ongoing U.S. economic recovery

"Given the economic outlook, and recognizing the time it takes for policy actions to affect future economic outcomes, the Committee decided to raise the target range for the federal funds rate to 1/4 to 1/2 percent." Read more »
Published on 12/16/2015

Raymond James to acquire the US Private Client Services Unit of Deutsche Asset & Wealth Management

Raymond James Financial, Inc. (NYSE: RJF) announced today that it has entered into a definitive asset purchase agreement to acquire the US Private Client Services unit (PCS) of Deutsche Asset & Wealth Management (Deutsche AWM). Read more »
Published on 12/3/2015

U.S. initiatives could help Puerto Rico's fiscal recovery and debt restructuring

Part of Moody's Global Credit Research - October 2015 Read more »
Published on 10/19/2015

Venture Capital: Investing in Florida Companies

Download the complete Quid report on venture capital investing in Florida Read more »
Published on 10/2/2015

Florida has 35 billionaires on Forbes list of richest Americans

On Tuesday, Forbes announced its 34th annual Forbes 400 list of the richest Americans. Read more »
Published on 9/29/2015

10 tax moves for 2015

As this year comes to a close, tax planners are watching closely to see whether lawmakers will extend some 50 tax breaks again. In this article, experts make recommendations to make the most of tax benefits. Read more »
Published on 9/28/2015

A long view on venture capital

A recent arrival to Florida's venture capital sector says the state is only beginning to capitalize on the research and ideas coming out of its public and institutions. Read more »
Published on 9/28/2015

Dueling standards for investment advice

A proposed federal rule governing investment advice is creating controversy in the financial world. Read more »
Published on 9/28/2015

Investing in Florida companies

Private investments in Florida companies totaled $6.1 billion from July 2010 – July 2015. This article offers statistical information on the different types of industries who have received that money, from biotech and pharmaceuticals to social media marketing. Read more »
Published on 9/28/2015

Early-stage investing

Naples-based venture capitalist Tim Cartwright answers questions about what makes a successful “angel” investment. Read more »
Published on 9/28/2015

Wealthy in Florida are among most undertaxed in nation

A new report from WalletHub finds that the poor are most overtaxed in Washington, Hawaii and Illinois; the wealthiest 1 percent are most undertaxed in Wyoming, Nevada and Florida. Read more »
Published on 9/21/2015

Federal Reserve will keep interest rates the same

The Federal Open Market Committee reaffirmed its view that the current 0 to 1/4 percent target range for the federal funds rate remains appropriate. Read more »
Published on 9/17/2015

Raymond James, Wells Fargo, others ordered to pay millions in restitution to retirement accounts and charities

FINRA orders Wells Fargo, Raymond James, and LPL Financial to pay more than $30 million in restitution to retirement accounts and charities overcharged for mutual funds. Read more »
Published on 7/6/2015

Rita Lowman, COO of C1 Bank, elected Chairwoman of Florida Bankers Association

The Florida Bankers Association has elected Rita Lowman, C1 Bank's Executive Vice President and Chief Operating Officer, as the 2017 Chairwoman of the organization. Read more »
Published on 6/12/2015

IberiaBank announces successful conversion of Old Florida Bank

Over the weekend of April 24, 2015, IberiaBank successfully consolidated operating systems and signage. As of Monday, April 27, 2015, all former Old Florida Bank branches now operate as IberiaBank. Read more »
Published on 4/27/2015

U.S. investors less attracted to mutual funds managed by people with foreign-sounding names

A new study from the University of Miami School of Business Administration looks at the effects of discrimination on economic choices. Despite growing public awareness, discrimination influences decision-making in many areas, including legal matters and consumer choices. Read more »
Published on 4/27/2015

U.S. International Trade in Goods and Services, February 2015

The U.S. Census Bureau and the U.S. Bureau of Economic Analysis, through the Department of Commerce, announced today that the goods and services deficit was $35.4 billion in February, down $7.2 billion from $42.7 billion in January. Read more »
Published on 4/2/2015

Wealth Management: A wealth of knowledge

In today's financial environment, experienced Florida private bankers and wealth management professionals suggest the following strategies for investors. Read more »
Published on 3/25/2015

Trevor Burgess - Wage Champion

C1 Bank's CEO set the tone on a living wage policy. Read more »
Published on 12/26/2014

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