Banking & Financial Advice

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

This month, a bank opening in Miami once again proved the region’s importance to major economic sectors. First American Bank celebrated a ribbon-cutting ceremony to open its renovated 6,000-square-foot offices

Hot on the heels of New York billionaire Carl Icahn transferring his operations to Miami, word has come that Manhattan financier Paul Singer is likewise moving his hedge fund Elliott

By Sandy Jukel Early retirement is a concept that, at one point in your working life, may have seemed like a dream. Yet many Americans who have retired early have