Banking & Financial Advice

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

Monica Eaton-Cardone is many things — a wife, a mother, a businesswoman, a philanthropist – but one thing she is certainly most not, is easily intimidated. With a career spanning

Stahl & Associates Insurance has reached an agreement to acquire Orlando-based Morse Insurance Agency. The addition of Morse Insurance Agency will expand Stahl & Associates’ footprint in Florida, a statement

CenterState Bank is acquiring National Commerce Corp.(Nasdaq: NCOM), a Birmingham, Alabama-based bank holding company. Under terms of the deal, CenterState Bank will exchange 1.65 of its shares for each National