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financial services

AI illustration by Depositphotos
Apr 29, 2026

Rochester firms lead generative AI adoption across industries

Rochester-based IT Insights, FLX AI and Cause + Effect Strategy discuss generative AI's evolving role in business workflows and productivity.

Manning & Napier logo
Feb 16, 2026

Manning & Napier CEO to retire; firm shifts to divisional leadership model

Manning & Napier CEO Marc Mayer will retire March 31 after eight years leading the Fairport-based asset management firm.

illustration of small house, coins and laptop (Depositphotos)
Dec 30, 2025

Local banks cautiously optimistic heading into 2026

Banking leaders in the Rochester region share cautious optimism for 2026, citing rate stability, growth opportunities and ongoing challenges.

ESL logo
Nov 21, 2025

ESL finalizes acquisition of Alesco Advisors

ESL Federal Credit Union has completed its acquisition of Alesco Advisors, expanding its wealth management footprint.

Lawley marks 70 years with continued expansion and growing presence in Rochester
Nov 19, 2025

Lawley marks 70 years with continued expansion and growing presence in Rochester

Lawley celebrates 70 years with continued growth, new mergers and an expanded presence in Rochester.

Industry experts’ insight on investment planning as new year approaches
Oct 29, 2025

High Probability Advisors crosses $1B mark in assets

Pittsford-based High Probability Advisors announced a milestone this week, surpassing $1 billion in assets under management.

The businessman is picking up a coin in a glass jar to save in the future. Concept business, financial, banking, and accounting. (Depositphotos)
Oct 21, 2025

Consolidation wave sweeps through Rochester’s wealth management sector

Rochester’s wealth management sector sees a surge in mergers and acquisitions as national firms target local advisors amid an industrywide consolidation trend.

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Oct 15, 2025

Rochester’s Cobblestone Capital becomes CAPTRUST’s first Upstate NY office

Rochester-based Cobblestone Capital Advisors has joined CAPTRUST Financial Advisors, giving the firm its first Upstate New York location.

ESL logo
Oct 1, 2025

ESL names next president and CEO

ESL Federal Credit Union President and CEO Faheem Masood will retire April 1 after more than three decades with the organization.

Mariner logo
Aug 22, 2025

Mariner to acquire Rochester’s Forté Capital

Kansas-based Mariner is acquiring Rochester wealth management firm Forté Capital LLC, expanding its New York footprint.

The One Big Beautiful Bill: What it means for you and your business
Aug 21, 2025

The One Big Beautiful Bill: What it means for you and your business

With the One Big Beautiful Bill, here's what’s changed, why it matters and how it sets the stage for the months ahead.

Patrick Cox
Aug 21, 2025

Taxing digital goods: trends in states and abroad

A Nixon Peabody partner discusses taxation of digital goods, Maryland’s ad tax, New York’s proposals and OECD’s push for global rules.