Financial services
Winston-Salem State University has taken a significant step towards enhancing its administrative efficiency by appointing Jeremy Alltop as its first chief operating officer. This move comes as the university aims to strengthen collaboration across divisions and ensure long-term sustainability in a resource-conscious environment. With a distinguished career in financial strategy,
Financial services
Financial health in the US brokerage sector has been gradually stabilizing, with the recent EBITDA margin index reaching 3.3793% in July 2025. This increase of 0.5% over July 2024's index and 49% higher than the July 2022 index suggests a resilience in the industry. Despite ongoing
Financial services
Comprehensive Wealth Management's Vice President and lead advisor, Brian Lockett, has achieved the esteemed Accredited Estate Planner (AEP) designation, a graduate-level specialization in estate planning. This recognition stems from the National Association of Estate Planners & Councils, which sets high standards for education, experience, knowledge, professional reputation, and
Financial services
Marcus & Millichap, a leading commercial real estate brokerage firm, has announced the sale of a four-suite retail strip and a Dillon's Fuel Station Ground Lease in Hutchinson, Kansas. The property, located at 401 E. 4th Ave., spans 50,420 square feet and is leased to national tenants
Financial services
RECO, the governing body responsible for regulating real estate in Ontario, has taken control of iPro Realty Ltd. after discovering a significant shortfall in the brokerage's consumer and commission trust accounts. The alleged misappropriation of funds, totaling $10.5 million, has led to the closure of iPro Realty
Financial services
As the financial services industry continues to adapt to the realities of hybrid work, a new report by Maptician highlights the challenges and opportunities inherent in this shift. While 60% of financial services leaders believe that hybrid work is the most productive model, they are facing a growing disconnect between
Financial services
Wedbush Securities has strengthened its Wealth Management division with the recent appointment of William Floyd as a Financial Consultant. Floyd, who brings over a decade of experience in marketing and finance, joins the company from Texas Capital Bank where he served as Assistant Vice President, Private Client Advisor. With a
Financial services
For many Canadians who grew up spending summer weekends at their family's cottage, the property holds a special place in their hearts. However, passing it down to the next generation can be a complex process, involving financial, legal, and emotional considerations. Baby boomers who want to transfer their
Financial services
With the increasing cost of living and strain on housing, the traditional taboo surrounding personal finance is being challenged by a new trend called loud budgeting. This approach encourages people to openly discuss their financial struggles and goals with friends and family, ending the pretence of keeping up appearances. Zoe
Financial services
As young adults starting post-secondary education this fall, students are navigating a world of newfound freedom, accompanied by significant financial responsibilities. Certified financial planner Shannon Lee Simmons highlights the importance of developing good financial habits early on, including applying for credit cards, opening chequing accounts, and managing day-to-day expenses. With
Financial services
Inside Real Estate has announced the launch of HomeSearch AI, a cutting-edge search and client engagement experience that leverages natural language search, image recognition, and other AI technology to deliver a more personalized and streamlined home search experience for real estate clients. This innovative platform is powered by Inside Real
Financial services
ASIC has banned financial adviser Andrew Rankin from providing any financial services, controlling an entity that carries on a financial services business, and performing any function involved in the carrying on of a financial services business for four years due to his failure to act in the best interests of
