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Finance

  • By Anastasia Dawson
  • July 31, 2026
SEC accuses Port Richey real estate investment trust of $152M fraud scheme

Federal regulators allege RAD Diversified REIT misled more than 5,500 investors about its finances while its founders diverted nearly $5 million for personal expenses, including private jets and luxury purchases.

  • Tampa Bay-Lakeland
  • By Louis Llovio
  • July 22, 2026
Sarasota firm behind $5M loan for St. Petersburg retail center purchase

The acquisition financing went toward the purchase of an At Home-anchored center by a South Florida investor.

  • Tampa Bay-Lakeland
  • By Anastasia Dawson
  • July 20, 2026
Miami bank opens new regional headquarters in Tampa

City National Bank of Florida bank opened its new offices inside the Urban Center building on Kennedy Boulevard.

  • Tampa Bay-Lakeland
  • By Anastasia Dawson
  • July 6, 2026
PNC Bank names new regional president for West Florida market

C.J. Mintrone was appointed regional president for the bank’s reconfigured West Florida market, which spans from Tampa Bay to Naples.

  • Florida
  • By Mark Gordon
  • June 25, 2026
SWFL bank president, market exec announces retirement

Craig DeYoung started out his working life at a Charlotte County lumberyard. He quickly switched to finance.

  • Charlotte–Lee–Collier
  • By Mark Gordon
  • June 16, 2026
Sarasota trust company leader, former FDIC chair announces retirement

Bill Isaac has worked in the financial services and public service field for more than 50 years.

  • Manatee-Sarasota
  • By Anastasia Dawson
  • June 3, 2026
California wealth management giant acquires $1.1B Clearwater firm

The deal for Flaharty Asset Management marks Modern Wealth Management’s 22nd acquisition since 2023, bringing its total assets under management to more than $14 billion.

  • Tampa Bay-Lakeland
  • By Anastasia Dawson
  • June 2, 2026
St. Pete venture fund surpasses $1B milestone in four years

The fund was launched by Cathie Wood’s Ark Invest in September 2022.

  • Tampa Bay-Lakeland
  • By Anastasia Dawson
  • May 22, 2026
Big ideas percolate at St. Pete tech events, from robotaxis to living forever

ARK Invest predicts that emerging technologies will transform the global economy over the next decade.

  • Tampa Bay-Lakeland
  • By Mark Gordon
  • May 20, 2026
$2.3B Florida bank expands in Lee County, names market president

Todd Rinehart has been with Crews Bank & Trust for seven years.

  • Charlotte–Lee–Collier
  • By Anastasia Dawson
  • May 20, 2026
Boca Raton CPA firm acquires Tampa company

HBK CPAs and Consultants now serves six Florida markets after acquiring Tampa’s Brimmer, Burek and Keelan LLP.

  • Tampa Bay-Lakeland
  • By Louis Llovio
  • May 19, 2026
South Tampa workforce housing project obtains $67 million loan

Central Florida attainable housing developer Hillpointe has begun construction on the 408-unit community.

  • Tampa Bay-Lakeland
  • By Mark Gordon
  • May 17, 2026
$203B wealth management firm expands in state with Naples debut

This will be office No. 7 in Florida before Rockefeller Global Family Office, and its first on the west coast.

  • Charlotte–Lee–Collier
  • By Anastasia Dawson
  • May 11, 2026
Tampa credit union donates, partners with local children's museum

Suncoast Credit Union's new partnership with the Glazer Children’s Museum has also launched a new exhibit and exclusive admissions deals for credit union members.

  • Tampa Bay-Lakeland
  • By Anastasia Dawson
  • May 5, 2026
Pinellas CPA, attorney indicted in nearly $900K embezzlement case

Melissia Gathreaux, 56, has been charged with six counts of wire fraud.

  • Tampa Bay-Lakeland
1 2 3 4 5 »
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Latest News Business Observer

1
  • August 17, 2026
Lakeland logistics company cutting 178 jobs in Plant City
2
  • August 17, 2026
New 228-unit apartment community opens in Lakeland
3
  • August 17, 2026
Clearwater firm starts work on $51 million government office project
4
  • August 17, 2026
Manatee County apartment complex sells for $67 million
5
  • August 17, 2026
Tarpon Point Marina completes multimillion-dollar expansion

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