Banking & Financial Advice

By Kelly Kavanaugh To navigate the pandemic, businesses have had to adapt to survive. From remote work to cost-cutting measures, shifts from traditional approaches were essential to maintaining revenue streams.

No one likes friction; no one likes it when your pant legs stick to your socks.  It’s certainly not something you want between you and your bank. Frictionless Banking means

By Mary Lauritano, CFA, Senior Vice President–Wealth Management at UBS Wealth Management USA; St. Petersburg In a recent UBS report of women and wealth, Own Your Worth, the study showed

MIND THE GAP For many highly paid executives, there is a significant gap between their total compensation and the benefit they receive from their company’s Long Term Disability plan. There

This three part series will deal with death, dementia and divorce and the devastating impact these three “Ds” can have on a marriage. While death often is mostly associated with

Life insurance is an important part of an overall financial strategy. Its many uses include protecting a family in case of a premature death, funding a buy or sell agreement

The news is full of lawsuits against retirement plans, regardless of size, because of the trustees’ failure to actively monitor plan costs, services and investment options.  As the trustee of

Each year, small-medium size business owners (“SMBs” – companies with annual revenues of $25 million or below) are surveyed and asked that question. With little deviation, year in and year

ServisFirst Bank, a subsidiary of ServisFirst Bancshares (NASDAQ:SFBS), plans to expand into Southwest Florida with the hiring of five local bankers who will be located in Sarasota. Mario Bringas was

“What Can You Do For me?” When you consider entrusting your most complex personal or corporate financial objectives with a trusted advisor, you need to be confident they are in

Peter Meyer has been named TD Bank market president—commercial for Central Florida. In his new role, Meyer will be responsible for the strategic growth and oversight of all commercial and

Michael Nursey has been promoted to head of the middle market group for Florida at TD Bank. In his new role, Nursey will lead TD Bank’s Middle Market strategy across