NAVIGATION

May 26, 2016

Banking & Finance

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

Florida retail sales outpace the nation

Florida retailers are expected to exceed 2013 holiday sales this year, according to an Economic Commentary from Florida TaxWatch; however, increased consumer spending may not benefit Florida retailers like it should due to a tax loophole. Read more »
Published on 11/25/2014

Investing trends in Florida

With VC and private equity funding abundant, now's a good time for business owners seeking to sell or raise money. Read more »
Published on 9/26/2014

Faces of Florida Investing

The private equity business in Florida is growing. In this article, you'll meet some of the key players in Florida, including... Read more »
Published on 9/26/2014

Bankers to know in Florida

Interviews with bankers to know in Florida: Larisa Perry, Regional President, central Florida, Wells Fargo, Orlando; Randy Burden, Executive Chairman, Old Florida Bank, Orlando... and many more. Read more »
Published on 9/26/2014

Community banks think outside the core

Community banks, hard put to earn profits on their traditional lending, are finding new sources of revenue. Read more »
Published on 9/26/2014

Brilliant deductions: Tax help for individuals and businesses

Need help with your tax returns? In this article, you will find five tax moves individuals can make to cut their tax burden. Read more »
Published on 9/26/2014

Tallahassee's missing economic development piece

A new incubator in Leon County fills a void in economic development. What was once a warehouse at the Leon County Historic Amtrak Station is now a support system for budding entrepreneurs. Read more »
Published on 7/28/2014

Financing the real estate boom

In his 43 years in real estate financing, Ezra Katz has seen it all. Read more »
Published on 6/27/2014

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Where do American Presidents Go for Rest and Relaxation?
Where do American Presidents Go for Rest and Relaxation?

Before, during, and after their Oval Office duties, some American presidents found peace and quiet in Florida… and some did not.

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