Finance

By Mark Gordon
April 8, 2024

Tampa, Sarasota wealth management firm adds tax and accounting unit

Graham Capital Wealth Management, a Tampa-based independent Registered Investment Advisor with an office in Sarasota, is adding a tax and accounting services unit.

Tampa Bay-Lakeland

By Louis Llovio
April 2, 2024

Bankers keep pushing for changes to legal aid funding rule

The Florida Bankers Association says it's hopeful a resolution can be reached over a new rule that affects certain accounts that generate money for legal aid programs.

Florida

By Louis Llovio
March 22, 2024

CEO Shirl Penney: From the depths of poverty to running a billion-dollar business

Shirl Penney’s life — from homeless teen to founding a $90 billion financial services company — is a made-for-Hollywood story. It’s also a story of grit, guts and grandfatherly lessons.

Tampa Bay-Lakeland

By Louis Llovio
March 21, 2024

Tampa REIT secures $250 million loan

Sila Realty Trust paid off a previous note that was coming due in December.

Tampa Bay-Lakeland

By Jim Stinson
March 21, 2024

Bitcoin, stock split boost Tampa company's shares

LM Funding appears to have had a successful reverse-split of its stock.

Tampa Bay-Lakeland

By Jim Stinson
March 19, 2024

Raymond James promotes CFO to president, CEO-in-waiting role

St. Pete financial giant says move is part of multiyear plan.

Tampa Bay-Lakeland

By Jim Stinson
March 14, 2024

BayFirst names loan production star president of SBA unit

St. Petersburg-based BayFirst promoted Christopher Hackney to president of lending for Small Business Administration and U.S. Department of Agriculture.

Tampa Bay-Lakeland

By Louis Llovio
March 12, 2024

Lawyers vs. bankers fight over legal aid funding dies in Legislature

A pair of bills would have addressed a rule change that forced banks to pay higher interest payments for certain accounts.

Florida

By Jim Stinson
March 5, 2024

Bonita Springs firm to study cannabis financing

Green Check, a fintech company connecting hemp and cannabis commerce, partnered with two entities to produce a research report examining cannabis debt and equity financing.

Charlotte–Lee–Collier

By Jim Stinson
March 5, 2024

North American bank giant names president for Tampa Bay, North Florida

TD Bank has named Boris Ayala its retail market president of North Florida.

Tampa Bay-Lakeland

By Jim Stinson
February 29, 2024

Noted investor Cathie Wood dishes on power of AI, Tesla

St. Pete investor Cathie Wood says if you're interested in artificial intelligence, be very interested in Tesla.

Tampa Bay-Lakeland

By Mark Gordon
February 29, 2024

Two capital-raise execs from region to speak at South by Southwest conference

A pair of executives from the region, one based in Naples, the other in Sarasota, will be co-hosting a panel at the famed South by Southwest conference in Austin in March.