Updated September 1 at 7:01pm
Financial Services
649 results total, viewing 501 - 510
Before crowdfunding changed the world of startup investing, the federal government was supposed to change the rules of crowdfunding. more
John Finn, of Finn Wealth Management was recently recognized as a Five Star Wealth Manager by Five Star Professional, a third-party research firm. Finn was evaluated on 10 key factors, including client retention rates and client assets administered and he holds a distinction that is awarded to less than 7 percent of wealth managers in a market. Finn has nearly 30 years of experience in retirement, estate and business planning. He holds the chartered financial consultant and chartered life underwriter designation from American College, Bryn Mawr and he holds a bachelor’s degree in economics from the University of Rhode Island. more
On the eve of a Senate hearing today into whether the Federal Reserve has been “captured” by the institutions it is supposed to regulate, the Fed announced a broad review of its supervision of the largest banks, and a top official acknowledged there’s a danger that examiners could be too easy on them. more
Citizens Bank Rhode Island on Tuesday promoted Marc Paulhus, head of asset finance in the bank’s commercial division, to bank president. more
U.S. stocks rose, with the Standard & Poor’s 500 Index climbing to an all-time high, as energy and small-cap shares rebounded from yesterday’s declines. more
The Washington Trust Co. announced that Kevin P. McGovern, has been named branch manager for Washington Trust’s in-store branch at McQuade’s Marketplace in Westerly. In the role, he is responsible for managing the daily operations of the branch, developing and motivating his staff and growing the branch’s deposit base and loan portfolio. more
R.I. Attorney General Peter F. Kilmartin is warning Rhode Islanders to be on the lookout for the latest “IRS phone scam” to hit the area. According to some estimates, consumers across the country have reported more than $8 million in losses from this scam in the past year. more
The Citizens Bank Foundation this month announced that has given $10,000 to McAuley House for its Lunch on Us program. The grant, which will cover costs for the month of November, will help the organization provide more than 5,000 meals to individuals in the Providence area. more
Director of the Bentley Consulting Group discusses the firm’s recent expansion of services to include wealth preservation, estate management and beneficiary care. more
Three BayCoast Bank employees recently brought a model PT boat to southern New England from California, adding to the Battleship Cove collection of PT boat artifacts and memorabilia. more
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