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Finance

  • By Mark Gordon
  • March 20, 2020
Wealth management firm throws itself big curveball

In addition to a new name and branding campaign, FourThought Financial is now an independent Registered Investment Advisor.

  • Finance
  • By Beth Luberecki
  • March 13, 2020
Naples capital firm helps its portfolio of companies with hands-on strategy

Hands-on approach goes a long way for firm investing some $150 million in promising companies.

  • Finance
  • By Grier Ferguson
  • December 27, 2019
Area bank has big ambitions for expansion into new community

Crews Bank & Trust is planning a grand opening of its new branch in Sarasota on Jan. 2.

  • Finance
  • By Mark Gordon
  • December 27, 2019
Firm targeting high-net-worth clientele finishes 2019 on a high note

Sarasota Private Trust aims to at least double assets under management in 2020.

  • Finance
  • By Business Observer Staff
  • December 20, 2019
Credit union gets bigger — and dismantles more of the community bank model

Suncoast Credit Union seized the buy-to-grow strategy when faced with a obstacle to its asset expansion.

  • Finance
  • By Brian Hartz
  • December 20, 2019
Steady presence: Bank sees big opportunity in upheaval

TD Bank looks to grow its presence in the Tampa Bay, Florida, region to capitalize on recent upheaval in the community banking sector.

  • Finance
  • By Mark Gordon
  • December 20, 2019
Valley rally: Bank accelerates march into Florida

Valley National Bank’s CEO keeps one lesson learned close: Stay true to who you are.

  • 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
« 20 21 22 23 24 25 26 27 28 29 »
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