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Finance

  • By Beth Luberecki
  • December 5, 2019
After 15 years on his own, a banker gets back into the game

Charles Idelson has big expansion plans for Investors’ Security Trust under its new owners, Illinois-based Busey Bank,

  • Finance
  • By Jay Schlichter
  • November 15, 2019
Economic forecast 2020: Accounting

Tami Cindrich, Markham Norton Mosteller Wright & Company, P.A., Fort Myers and Naples

  • Finance
  • By Brian Hartz
  • November 15, 2019
Economic forecast 2020: Banking

Rita Lowman, president of Pilot Bank

  • Finance
  • By Business Observer Staff
  • September 20, 2019
Small yet mighty: Two community banks outperforming many of their peers

Leaders at Sanibel Captiva Community Bank and First Citrus Bank discuss the strategies that have allowed them to not only survive, but thrive, in a post-recession era of industry consolidation.

  • Finance
  • By Brian Hartz
  • September 20, 2019
Crisis management: Financial gurus turn bad timing to their advantage

Tampa, Florida-based AGW Capital Advisors came into being at the nadir of the economic downturn a decade ago.

  • Finance
  • By Grier Ferguson
  • September 20, 2019
Area company finds seamless way to transition to next owner — an apprenticeship program

In July, Reba Rogers completed the sale of Bradenton-based Secure Aging to Melissa Leedom.

  • Finance
  • By Mark Gordon
  • September 20, 2019
Urgent Undertaking

Longtime community bankers, despite some obstacles, believe the timing is right to invest — significantly — in the industry’s future.

  • Finance
  • By Andrew Warfield
  • June 14, 2019
ConnexPay pioneers funds on the fly model for online travel agencies

Naples startup processes millions of dollars in transactions per day with a one-of-a-kind fintech model. Market education is the next hill to climb.

  • Finance
  • By Business Observer Staff
  • June 14, 2019
Are credit unions the new community banks?

Credit unions, nationally and especially in Florida, are diving into a new form of expansion: buying banks. A pair of billion-dollar area credit unions lead the way in the buy-to-grow strategy.

  • Finance
  • By Business Observer Staff
  • June 14, 2019
Several banks — even smaller ones — show strength in managing assets

A pair of Crews Banking Corp. subsidiaries leads the way in two banking metrics.

  • Finance
  • By Mark Gordon
  • June 14, 2019
Several area banks surge ahead in assets

Banks in the region added $6.1 billion in assets in the first quarter.

  • Finance
  • By Mark Gordon
  • June 14, 2019
College football stars shine in private equity

Brothers, college football stars and entrepreneurs, the Weatherfords have decades of success. Up next? Conquer private equity.

  • Finance
  • By Mark Gordon
  • June 14, 2019
Prominent banker comes back for more

One of the state’s most well-known bankers reflects on a long career, citing a focus on the basics as a key to success. ‘I kept things light, kept things simple,’ Bill Klich says.

  • Finance
  • By Grier Ferguson
  • April 19, 2019
Community bank, fresh off name change, looks for big opportunities in new areas

Arcadia-based Crews Bank & Trust is moving into Sarasota with a branch opening downtown soon.

  • Finance
  • By Andrew Warfield
  • April 19, 2019
Gulf Coast banks bucking national trend

Federal Reserve survey suggests a tightening in commercial lending nationally, but banks in the region are seeing the opposite. One key factor: the surging population.

  • Finance
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