Major Bank Names New President for Sarasota-Manatee
Jeff Crabtree takes on the two-county presidency while keeping his regional banking role.
Personal Touch: What Clients Really Want from Their Bank
Not long ago, banks differentiated themselves by the products they offered. Today, most consumers can access virtually the same financial tools from almost anywhere. Mobile banking, online account opening, digital payments, and instant money transfers have made banking more convenient than ever. As technology continues to reshape the industry, customers are becoming less focused on … Read more
How Business Credit Actually Gets Reported
While most people know a little bit about personal credit, very few understand anything about business credit. Every day, I see countless people spreading false information about things like what lenders are looking for in underwriting, how to improve your business credit profile, and how creditors report it. The latter is what we’re going to … Read more
0% Intro APR: How To Use the Runway Without Getting Burned When It Ends
I’m a big fan of using 0% introductory rate business credit cards to fund a company because this strategy is superior to others by a large margin. But that doesn’t mean it’s foolproof. The most common mistake I see entrepreneurs make is securing and deploying capital, and then not repaying it in a timely manner. … Read more
Citizens Poaches Tampa Advisers With $1 Billion Client Base
Citizens adds MacLellan Bickle Wealth Partners as part of a national private wealth expansion.
Amidst a Weak Economy, Banks Are Tightening Underwriting and Regulations
Despite increasing interest rates and credit balances, banks are facing a more challenging business environment today. That’s because late payments and defaults are also increasing, and unfortunately, that’s happening at an even faster pace compared to previous years. Our weak economy is also impacting consumers and small businesses as well. Since they don’t have the … Read more
USF receives $1M gift to expand risk management, insurance program
he gift creates a new directorship and expands hands-on insurance education at USF.
UBS poaches $1.3 billion Tampa wealth team from Bank of America
The hires add four advisors with deep ties to Tampa’s wealthy families and business owners.
Inflation slows to 3.5% as energy prices reverse course
Energy prices pulled U.S. inflation lower while Tampa’s latest inflation remained below the national rate.
GTE Financial moves Hudson branch to New Port Richey
GTE Financial has relocated its Hudson Community Financial Center to a new full-service location in New Port Richey, replacing its former Hudson branch and continuing service for members in west Pasco County. The new branch is led by Matthew DeSalvo, who has seven years of financial services leadership experience and more than a decade of … Read more