Banking & Financial Advice

Q&A: How a shared relationship-driven approach drove the success of a bank acquisition Valley Bank completed its acquisition of Bank Leumi USA on April 1, bringing Valley’s assets to $50

When it comes to financial communication, Florida couples appear to talk about money more often than other couples, but at a cost, according to TD Bank’s latest Love and Money

The Miami-Dade Beacon Council, the County’s official public-private economic development partnership, has announced today a new Interim President and CEO following the unexpected passing of President and CEO Michael A. Finney

Many high earners have both 401(k)s and IRAs. Perhaps the IRA was a rollover from a previous job or from IC work. But, as an article from U.S. News states:

First American Bank will relocate its current Hialeah branch to 1435 W. 49th St. in Hialeah after purchasing the strip mall. The privately held, full-service bank with more than $6 billion

“It was a great day,” Keith Costello says of the January day when Locality Bank received its bank charter from the Florida Office of Financial Regulation. “We also had the

On September 23, 2021, Bank Leumi USA announced its intent to merge with Valley National Bank. Jeff Watts (pictured), Southeast Region Market President for Bank Leumi USA, recently discussed what

When you talk about home insurance, it’s impossible not to talk about the water: the leaks and the water spots and the plumbing issues that every homeowner, everywhere, has to

“Not to sound too gloomy,” says Michael J. Unger, “but the pandemic has completely changed the way we view life.” The high-energy executive, an assistant vice president and investment officer

Lidia Longa is a partner with Gerson Preston in the tax and accounting department. With more than 20 years of experience in the public accounting profession, Lidia has practiced in

No patch of grass has ever grown under this marathon runner’s feet. Tyler Smillie’s bio reflects the density of the driven. If his robust educational and work history reads like

Yesterday, Locality Bank received a bank charter from the State of Florida Office of Financial Regulation. Cofounder Keith Costello announced that the bank would be open for business starting today. “Lots