Mortgage Blog

Here are the top financial planners from our newest List based on information obtained from company representatives and BBJ records. Local professionals include those with designations that qualify them to provide comprehensive financial planning services. In case of ties, companies are listed by local assets under management.

A couple years before it closed, Mount Ida College received a financial lifeline from an obscure investment firm called Carlson Property LLC: a $12.5 million promissory note in June 2016, followed by a $4 million line of credit the following April.

The deals helped to keep Mount Ida afloat amid steep losses. But there was also a slight catch: As the college’s president, Barry Brown, disclosed to the board of trustees at the time, he had a prior relationship with Carlson.

The matter came to light…

Angel investing — the first round of funding for a startup after family and friends contribute money to the company — is on the rise. Here's what investors want startups to know.

CEO Sasha Orloff talks about LendUp's expansion and how diversity factors into the equation at the company.

Key story highlights:

Nationals utility man Matt Adams has invested in NoSweat
He joins Capitals star T.J. Oshie, who invested in July 2017
The company plans to grow at least 50 percent in 2018

Washington Nationals utility man Matt Adams might be one of the hottest hitters on the team this season, but he's not sweating his latest investment.

The somewhat unlikely slugger, who inked a one-year (and reportedly $4 million) deal with the Nationals in December, has invested in Minnetonka, Minnesota,…

After founding CrossFirst Bank in 2007 and growing it from scratch into the third largest bank based in Kansas City, Ron Baldwin is stepping down as chairman.

Bank of America Corp. (NYSE: BAC) announced Friday plans to donate its STEM Center for Career Development, located at Sixth and Poplar streets in uptown Charlotte, to Discovery Place in support of educational initiatives.

Discovery Place is an organization that offers STEM-related activities and museums for all ages, with locations in uptown and Huntersville. STEM refers to topics of science, technology, engineering and math. The BofA STEM Center already houses the Discovery Place Education Studio,…

Triad company expects to save more than $5 million over the rest of this year.

Just a few months after making several C-suite changes, ATM giant Cardtronics PLC (Nasdaq: CATM) has made one more.

The company, which has its North American headquarters in Houston, has named Paul Gullo as its new chief accounting officer, according to a recent filling with the Securities and Exchange Commission. The former TechnipFMC employee signed a one-year contract on May 14 and will start the position on May 21 with an annual base salary of $310,000 and a $20,000 sign-on bonus, among other…