Tuesday, April 23, 2024

TOPICS

Financial Services

"WE'RE TALKING about which entity would be best to regulate the financial planning industry. In essence, it's a turf war," said Jeffrey Massey, founder of Massey & Associates and Ameri-Tax Wealth Advisory Group.  /

Five Questions With: Jeffrey Massey

Jeffrey Massey, a certified financial planner who is also certified in long-term care planning, is the founder of Massey & Associates and Ameri-Tax Wealth...

R.I. Foundation’s investments drop 27%

PROVIDENCE – The value of The Rhode Island Foundation’s investments fell 27 percent in 2008, the 93-year-old nonprofit has disclosed in its annual report. The...
To provide financial advice, you need to understand a culture’s behaviors. /

Nehme-Malko new vice president at ALPFA’s R.I. arm

Rulla Nehme-Malko has been named vice president of membership for the Association of Latino Professionals in Finance and Accounting of Rhode Island (ALPFA-RI). She...
WILLIAM F. HATFIELD, president of Bank of America Rhode Island, presents a check for $25,000 to children at the Boys & Girls Clubs of Providence. /

Bank of America donates $25K to Boys & Girls Clubs

The Bank of America Charitable Foundation donated $25,000 to the Boys & Girls Clubs of Providence to support its “Project Learn” program, providing students...

Fitch: Providence Place certificates rated ‘stable’

NEW YORK – Fitch Ratings affirmed the ratings for two Providence Place pass-through certificates as “AAA” with stable outlooks, the bond-rating firm announced last...
TED ALMON of HealthRight speaks at a rally for Health Insurance Commissioner Chris Koller. He’s joined by Rep. Deborah Ruggiero, D-Jamestown, and Phil Papoojian of Mereco Technologies. /

Lobbying effort saves Koller’s job

The timing was tough: Just as Health Insurance Commissioner Christopher F. Koller was preparing to rule on rate hike requests from the state’s three...

SCORE: Business advice from those who’ve been there

Raymond S. McNeill is chairman of the Rhode Island chapter of the Service Corps of Retired Executives, one of the founding chapters of the...
BRINGING HOME THE BACON: Gregg’s Restaurant owner H. Robert Bacon received funding from Washington Trust to buy the chain earlier this year. Behind him, a customer checks out some of the company’s signature desserts. /

Banks making good on loan pledges

When the state proposed its own economic stimulus package back in December, the hope among Rhode Island officials was that the $165 million program...

Former T.I. buildings sold for $5.2M

ATTLEBORO – Two buildings located within the former Texas Instruments Inc. campus have been sold for $5.2M, the Boston Business Journal reported yesterday. An affiliate...

Blue Cross refuses to drop premium hikes

PROVIDENCE – Blue Cross & Blue Shield of Rhode Island yesterday notified Health Insurance Commissioner Christopher F. Koller that it will not withdraw its...
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