Category Finance

First Carolina Financial Services Announces Changes to Executive Leadership Roles

First Carolina Financial Services Realigns Executive Leadership Roles to Support Retail Banking, Payments and Strategic Growth First Carolina Financial Services, Inc. (NYSE: FCBM), the holding company for First Carolina Bank, has announced a realignment of key executive responsibilities as the…

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D.A. Davidson Serves as Exclusive Financial Advisor on Qolo’s Acquisition by CSI

D.A. Davidson Advises Qolo on Strategic Acquisition by CSI, Strengthening Banking and Payments Technology Platform D.A. Davidson & Co. has announced that it served as the exclusive strategic and financial advisor to Qolo, Inc., a leading provider of modern treasury…

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CSI Acquires Qolo to Expand Commercial Banking and Embedded Finance Solutions

CSI Acquires Qolo to Expand Commercial Banking Infrastructure and Accelerate Embedded Finance Innovation CSI, a leading provider of end-to-end financial software, banking technology, and regulatory compliance solutions, has announced the acquisition of Qolo, a fintech company recognized for its modern…

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RISR Partners with OnePoint BFG Wealth Partners to Enhance Business Owner Planning Services

RISR and OnePoint BFG Wealth Partners Partner to Enhance Business Owner Planning for Financial Advisors RISR, a leading business-owner engagement and planning platform for financial advisors, has announced a strategic partnership with OnePoint BFG Wealth Partners, a rapidly growing wealth…

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San Francisco Federal Finalizes Summit Bank Acquisition, Unveils Summit Financial

San Francisco Federal Completes Summit Bank Acquisition, Launches Summit Financial to Strengthen Community Banking Across the Bay Area San Francisco Federal has officially completed its acquisition of Summit Bank, marking a significant milestone in the evolution of community-focused financial services…

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Knollgate Launches Flexible Financing Solution to Help Established Consumer Brands Scale

Knollgate Launches Private Investment Firm Offering Flexible Growth Financing for Founder-Led Consumer Brands Knollgate has officially launched as a new private investment firm focused on helping founder-led consumer brands accelerate growth without sacrificing ownership or control. The firm enters the…

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Barclays Launches Financial Confidence Index to Measure How UK Adults Manage Their Finances

Barclays Launches Financial Confidence Index to Measure How UK Adults Are Managing Their Money and Preparing for the Future Barclays has introduced its first-ever Financial Confidence Index, a comprehensive benchmark designed to provide a clearer picture of how people across…

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NAB Supports Homeowners with Solutions to Reduce Costs and Improve Home Safety

NAB Helps Homeowners Improve Bushfire Preparedness While Reducing Insurance Costs As Australia continues to experience increasingly frequent and severe natural disasters, National Australia Bank (NAB) is introducing new support aimed at helping homeowners better protect their properties against bushfires while…

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FHLBank Chicago and Wintrust Partner to Celebrate Launch of Poupard Place

FHLBank Chicago, Wintrust, and Community Partners Celebrate the Opening of Poupard Place, Expanding Affordable Housing Opportunities in Northbrook The Federal Home Loan Bank of Chicago (FHLBank Chicago), Village Bank & Trust—a Wintrust Community Bank—and Housing Opportunity Development Corporation (HODC) have…

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