Banking & Financial Advice

PNC Bank will continue its expansion into Miami-Dade County with plans to open a corporate and commercial banking office in Coral Cables. The new office is part of the company’s

With more than 20 years’ experience in the insurance industry, Brown is responsible for the analysis of upcoming marketing trends, client service and retention. “My focus is to provide clients

The furniture is in place, the pictures are hung, and the boxes are unpacked in your new Florida home, but did you really leave New York? Not necessarily, according to

Over the past 25 years, financial adviser Carlos E. Lowell has developed particular expertise with clients who have experienced what he calls “big liquidity events.” For the most part, of

[vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern”][vc_column][vc_column_text] With 20-plus years as a leader in the financial services industry, Robert Newman currently serves as managing partner of National Planning Corporation

A Boston-based provider of integrated wealth management, trust and banking services is looking to the Magic City for growth. This week, Boston Private Financial Holdings announced it will expand its

Weeks after SoftBank Group International announced it’s investing $100 million in Miami’s tech companies, the company is now investing in workers. The organization recently announced a partnership with Correlation One

West Palm Beach’s Blue Sea Capital LLC recently announced the successful closing of its Blue Sea Capital Fund II LP and Blue Sea Capital Executive Fund II LP, a $430

South Florida’s largest independent and privately held trust and wealth management company is getting bigger. Coral Gables Trust Company, which has more than $1.5 billion under management, opened its fourth

Earlier this week, Miami Lakes-based BankUnited announced Kelly Taub is the bank’s new executive vice president and director of credit review. Taub’s promotion comes after the retirement of Walter Sheilds,

Coral Gables-based Professional Bank—with locations in Aventura, Fort Lauderdale, Boca Raton, and throughout South Florida—announced it was cutting ties with the Trump Organization. It joins larger banks such as Deutsche

Months after announcing the opening of a Miami office, New York investment firm Blackstone is starting the new year with the announcement of a location. The firm signed a 41,000-square-foot