Mortgage Blog
Executive Inc.: Washington Federal’s Ben Danner uses lessons learned from baseball for his life and career
A college baseball career still impacts Ben Danner in how he approaches business.
Chandler businessman sentenced to 3 years in prison for tax evasion
The owner of several professional employment organizations has been sentenced to three years in prison and ordered to pay $7.3 million in restitution to the Internal Revenue Service.
This sentence follows a previous plea of tax evasion by William “Larry” Dorsey, 56, of Chandler.
Dorsey owned and operated several PEOs, including Pinnacle Employee Group Inc. and Pinnacle Planning Group Inc., which contracted with small business owners to provide payroll services.
According to the Office of the…
Who runs mutual funds? Very few women
How bad are the numbers for specific fund companies? I tried to find out.
Another ex-State Street worker arrested over allegedly hidden fees
A former executive at State Street Corp. was arrested Friday in connection with his role in an alleged scheme to secretly charge a client higher commissions than it had been told to expect.
Massachusetts resident Kevin Walker, a State Street (NYSE: STT) employee from 2004 to 2015, has been charged with conspiracy to commit wire fraud in federal court in Boston. He is at least the fourth employee of the Boston-based financial giant to be charged in recent years with fraudulently imposing fees on…
Local financial advisers top Barron’s Missouri, Kansas lists
The Kansas City area had nine financial advisers recognized by Barron’s magazine, including the those holding down the top spots for Kansas and Missouri.
Michael Jefferies of UBS Financial Services in Kansas City was named the top financial adviser in Missouri. Jefferies is managing director for the Jefferies/Bret Wealth Management Group in Kansas City, a team of 12 providing investment advisory wealth management services to retirement plans, private clients, corporations and institutions.
There…
Former Frost Bank execs shepherd Texas expansion for wealth manager Argent Trust
The firm is opening offices in Austin, Dallas and Fort Worth — and three former Frost Bank executives have been tapped to head up the offices.
SBA loan approvals, dollars fall short in April
Small businesses in Western New York continue to get approved for loans guaranteed by the federal government, but at a pace that's slower than last year.
Through April – seven months into the government's 2018 fiscal year – 480 loans were approved in the U.S. Small Business Administration's Buffalo District Office. The loans were OK'd through the SBA's popular 7(a) lending program.
That reflects a nearly 7 percent drop from the same time last year when 516 loans were approved.
Dollars are…
A surprise leader emerges for the KC area’s SBA loans
In its first full year in the Kansas City area, Core Bank made $14.8 million in Small Business Administration loans through the first half of the federal fiscal year — two times more than any other bank.
Number of Texas deals kept steady last year, but investors now brace for uncertainty
There were 218 mergers and acquisitions in Texas last year, about even from the year before. But the market has already felt the tremors from this year’s wobbles on Wall Street and a return of volatility in stocks.
USAA to enter Houston market with ATMs
Update: This story was updated May 4 with USAA's response.
San Antonio-based USAA, a major bank serving U.S. military families, is growing in Houston through branded ATMs.
USAA plans to open up to eight branded ATMs in the Houston area after contracting with Houston-based ATM manager Flite Banking Centers LLC. The ATM rollout follows Virginia-based Navy Federal Credit Union's recent entry into the Houston market with multiple branches in the Bayou City starting this past November.
The bank…