fbpx
Home / Industry / Banking & Finance (page 20)

Banking & Finance

Going the extra mile in the post-merger transition

A bank merger or acquisition faces a few more hurdles beyond satisfying regulators. An entirely new picture must be crafted from the discrete puzzle pieces of existing and acquired bank branches—not to mention maintaining a positive and productive business culture ...

Read More »

New headquarters reflect growth at Genesee Regional

After more than five years of rapid growth, Genesee Regional Bank is ready for a new home that fits its increased size. The bank is making the move into a new headquarters that will nearly double the size of its ...

Read More »

Nominees for financial executive awards

Small For-Profit Peter Juroe Soleo Communications Inc. For Soleo Communications Inc.’s chief financial officer, chief administrative officer and treasurer, the most satisfying thing about being named a 2016 Financial Executive of the Year nominee is the level of faith it ...

Read More »

Bonadio Group names leader of its tax practice

The Bonadio Group has a new tax practice leader to replace the retiring Jeffrey Corey. The accounting and financial services firm announced Tuesday Thomas Bruckel would take over the position and also will be serving as a team leader for the firm’s tax team in Rochester.

Read More »

Money Managers

Information was provided by individual money management firms that responded to an email survey. To be eligible for the list, firms must have at least one office in Monroe County , may manage their clients’ accounts with full discretion , ...

Read More »

Region to get exclusive visit from investors

As part of its SelectUSA program, the U.S. Department of Commerce has chosen the Rochester area as one of four U.S. regions targeted for special attention in a push to attract Chinese investment in U.S. companies Begun three years ago, ...

Read More »

Alesco Advisors expands to the West Coast

Alesco Advisors LLC is making a move out west. The Pittsford-based independent advisory firm has opened a San Francisco office with two former executives of Blackrock Inc. leading the way. Katharine Earhart and Maya Lis Tussing, who are both joining ...

Read More »

New horizons for virtual lawyering and accounting

The next advancement in the law or accounting office is doing away with the office entirely. Virtual or e-lawyering and accounting practices take advantage of legal and accounting software systems to provide services online—possibly eliminating the need for office space. ...

Read More »

KeyCorp, First Niagara agree to sell 18 Buffalo-area branches

KeyCorp and First Niagara Financial Group Inc. have agreed to sell 18 of First Niagara’s branches around Buffalo, with close to $1.7 billion in deposits, the Department of Justice announced Thursday.

Read More »

Revealing an investor’s true inclinations takes time

See correction below. Creating a successful investment strategy starts with understanding the investor’s level of risk tolerance. “It’s important to know what their risk tolerance is, so that you’re adequately and accurately reflecting the investments to meet and match their ...

Read More »

Manning & Napier CEO resigns; cites personal reasons

PatrickCunningham

Patrick Cunningham has resigned from his position as CEO of Manning & Napier Inc. Chairman and co-founder William Manning will replace him, documents filed with the SEC show.

Read More »

M&T sees Q1 impact from Hudson City acquisition

Shares of M&T Bank Corp. stock climbed nearly 2 percent Tuesday and is up nearly 3 percent since it beat analysts’ earnings estimates for its first quarter. The quarter was a period in which bank officials said they were pushed by growth across a number of measures.

Read More »