Finance & Loan News
VELOZA Singapore Technology Summit & Global Web3 Innovation Awards Held at Marina Bay Sands
The VELOZA Singapore Technology Summit & Global Web3 Innovation Awards concluded at Marina Bay Sands Convention Centre, bringing together Technology Companies, Investors, Researchers and Industry Representatives from Asia, Europe, the Middle East and North America. The summit focused on Artificial Intelligence, Web3 innovation, Real-World Asset (RWA) Tokenization, Cross-border Digital Finance and the Digital Real Economy. Through keynote presentations, panel discussions, project showcases and networking sessions, participants explored opportunities for international collaboration and emerging technology development. Headquartered in Singapore, VELOZA has expanded its presence across major innovation and financial centers including New York, Dubai, Tokyo and Hong Kong. The organization has hosted a series of international forums and industry exchange programs aimed at strengthening connections between technology innovators, investors and business leaders. Held under the theme “Connecting Global Innovation Forces and Empowering the Digital Real Economy,” the summit highlighted developments in AI infrastructure, Web3 ecosystems, digital finance and enterprise adoption of emerging technologies. As part of its 2025 global initiative, VELOZA organized events in both New York and Singapore. The program began with a Global Technology Launch Event in Manhattan in June 2025, introducing the year's international innovation agenda to technology communities and investment institutions. The Singapore summit, held Oct. 13-14, served as the flagship event of the initiative. Alongside technology forums and business networking activities, the event also hosted the Global Web3 Innovation Awards, recognizing organizations, industry leaders and projects contributing to technological innovation and ecosystem development. Morgan, Chairman of the VELOZA Organizing Committee, delivered a keynote address focused on the convergence of artificial intelligence, Web3 technologies, and the digital real economy. The presentation explored the evolution of global innovation ecosystems, the growing importance of cross-border technology collaboration, and the integration of emerging digital technologies with real-world industries. Drawing on VELOZA's experience in international technology exchange and ecosystem development, the keynote highlighted opportunities for global cooperation in advancing innovation, digital transformation, and sustainable industry growth. Participants included technology companies, venture capital firms, industry associations, innovation organizations and entrepreneurs from multiple countries. Discussions centered on digital infrastructure, AI applications, international cooperation and the integration of technology with real-world industries. As Singapore continues to strengthen its position as a leading technology and financial hub in Asia, VELOZA said it plans to further expand its international network connecting innovation ecosystems across Asia, the Middle East, Europe and North America. About VELOZA VELOZA is a Singapore-based international technology platform focused on artificial intelligence, Web3 innovation, digital economy development and global technology collaboration. Through international forums, industry events and strategic partnerships, VELOZA promotes technology exchange, cross-border cooperation and innovation ecosystem growth. https://veloza.com/
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- June 19, 2026Finance & Loan
Sterling Capital Technologies Releases Forex Education Resources For Beginners
Sterling Capital Technologies has announced the consolidation of its educational resources and trading tools into a single platform, its Learning Hub, designed to provide foundational forex information for new market entrants as global trading volumes reach record levels. To read more, visit https://sterlingcapital.tech The Bank for International Settlements has reported that global forex market volumes have surpassed $10 trillion USD, reflecting the scale of growth the asset class has seen in recent years. Investopedia attributes growing accessibility in the forex sector to a combination of intelligent trading tools and a relatively low cost of entry, with day trading, swing trading, and various forms of position trading all viable approaches for participants in the 2026 market. That accessibility has brought in a high volume of new traders, injecting further liquidity into an already active market. However, a World Finance report by Stavros Lambouris notes that digital trading has also opened the door to bad actors alongside new participants — a tension he describes as central to the current market landscape, underscoring the need for both international regulatory oversight and reliable education. For new entrants in particular, the risks associated with insufficient preparation are well documented. CFTC data indicates that mismanaged leverage is the direct cause of consistent losses in roughly 90% of all retail trading accounts — a figure Charles Schwab highlights in its own publications targeting traders new to the market. Broker selection is another area where education can make a meaningful difference. The Saxo Group has issued guidance suggesting that the vetting process involved in choosing a broker should be among the priorities for anyone entering the forex market — before strategy development or capital deployment. Sterling Capital Technologies' Learning Hub is designed to address these foundational gaps, consolidating free, beginner-friendly information covering market structure, common trading tools, risk management, and broker evaluation within a single accessible platform. "The forex market offers genuine opportunity, but the barriers to entry are often misunderstood," a Sterling Capital Technologies spokesperson said. "Our goal with the Learning Hub is to ensure that new traders have access to the foundational knowledge they need before making decisions that carry real financial consequences." About Sterling Capital Technologies Sterling Capital Technologies is a strategy research firm specializing in A-Book trading models suited to those entering the forex market. The company's Learning Hub consolidates free, beginner-focused educational resources covering market fundamentals, trading tools, and risk management, with the goal of helping new participants navigate the market more safely. For more information, visit https://sterlingcapital.tech
- June 19, 2026Finance & Loan
Lending is An Art: Introduces Personalized Mortgage Strategies for Homebuyers Across Chicago and Beyond
Lending is An Art, powered by NEXA Lending, officially announced its continued commitment to delivering transparent, personalized mortgage guidance tailored for modern borrowers, investors, and families seeking financial clarity. The company representative said the organization remains focused on helping clients navigate homeownership with confidence and providing strategic solutions that align with long-term financial goals and evolving market conditions. For more than three decades, Shana Jones, a trusted Mortgage Consultant at Shana, has helped individuals and families secure financing solutions tailored to real-life objectives rather than standard lending formulas. Lending is an Art continues to position itself as a relationship-focused mortgage resource that simplifies the financing process and helps borrowers better understand rates, loan structures, flexibility, and long-term affordability. Through personalized consultations and clear communication, the company has earned a respected reputation among homebuyers and investors across Illinois and the surrounding markets. The representative stated, “Bridging the vibrant energy of Chicago roots with Florida’s sunny horizons, the mission remains unwavering: to guide individuals, families, and investors toward their goals with clarity, confidence, and creative solutions.” The company offers access to a broad range of mortgage programs through NEXA Lending, including conventional, FHA, and investor-focused options. Lending is An Art also collaborates closely with real estate professionals, builders, and investors to help create smoother transactions and improve closing success rates. By emphasizing education and communication, the company aims to reduce uncertainty in the lending process and help borrowers make informed financial decisions. The spokesperson additionally noted that “At Lending is an Art powered by NEXA Lending, Shana elevates lending into a personalized art form.” Shana M. Jones is widely recognized for providing hands-on guidance that extends beyond traditional mortgage services. From first-time homebuyers to experienced investors navigating complex scenarios, clients receive personalized attention and lending strategies tailored to individual financial goals. The company’s process is designed to simplify approvals, strengthen borrower confidence, and create a more supportive financing experience from consultation through closing.
- June 19, 2026Finance & Loan
The Firm of Sheldon L. Richards, CPA Announces Expanded Focus on Year Round Financial Advisory Services
There’s a point many business owners and high-income professionals reach, often around tax season. Financials feel reactive, not strategic. Numbers are being reported, but not fully understood. Decisions are being made, but without a clear financial framework behind them. That’s when it becomes clear: a once‑a‑year accountant isn’t enough. What’s needed is ongoing visibility, understanding where you stand financially and how each decision impacts your position. That’s the gap The Firm of Sheldon L. Richards, CPA was built to close. Where Complexity Starts to Outpace Strategy Sheldon L. Richards, CPA built his practice working directly with businesses, investors, and professionals dealing with increasingly complex financial structures. Across that experience, one issue came up repeatedly: as income grows, complexity increases, but strategy often lags behind. “Earning more doesn’t automatically mean your finances are structured the right way,” says Sheldon L. Richards, CPA. “Without a plan, inefficiencies add up quickly.” Consider a high-earning professional, such as a physician or attorney earning $400,000+ annually. Between W-2 income, bonuses, deferred compensation, retirement planning, and investment activity, there are multiple moving parts. Without coordinated planning, it’s easy to overpay in taxes or miss opportunities that compound over time. Now consider a high-net-worth real estate investor operating across multiple entities, LLCs, partnerships, and properties in different states. Income may be strong, but without alignment across entity structure, tax reporting, and cash flow, complexity can erode returns. In both cases, the issue isn’t income. It’s coordination. Based in New York City, The Firm of Sheldon L. Richards, CPA works with clients nationwide who want to turn financial complexity into clarity, and use that clarity to make better decisions. From Compliance to Financial Positioning The traditional accounting model, annual filings and limited touchpoints, was built around compliance. But for today’s business environment, compliance alone isn’t enough. The Firm of Sheldon L. Richards, CPA focuses on ongoing financial positioning. “Accounting isn’t just about reporting what already happened,” says Sheldon L. Richards, CPA. “It’s about understanding where you stand now so you can plan what comes next.” The firm provides comprehensive services, including small business accounting, tax preparation and planning, and personal financial advisory. Clients also rely on the firm for audit, review, and compilation services, as well as IRS and state audit defense, particularly as financial profiles become more complex. For businesses and investors alike, one of the most impactful offerings is outsourced accounting support, including CFO- and controller-level services. For example, a business generating $1M+ in revenue may still lack clear insight into profitability, tax exposure, or forward-looking cash flow. Without that visibility, decisions around expansion, hiring, or capital allocation are often made without a complete financial picture. This is where structured financial oversight changes outcomes. “Most clients we work with aren’t looking for someone to just file returns,” says Sheldon L. Richards, CPA. “They want to understand their position and make decisions with confidence.” Recognized as New York's Best Boutique CPA Firm 2026 The Firm of Sheldon L. Richards, CPA, MS has been recognized as the Best Boutique CPA Firm in New York of 2026 by Best of Best Review, an award that highlights excellence in client service, strategic financial guidance, and specialized expertise for business owners, professionals, and high net worth individuals. Built for Modern Income and Wealth Structures Income today is rarely simple. Professionals, investors, and business owners are increasingly managing multiple income streams, entities, and jurisdictions. That shift requires a more coordinated approach. From high-earning professionals to multi-entity investors and growth-stage businesses, The Firm of Sheldon L. Richards, CPA works with clients who need more than compliance, they need clarity, structure, and ongoing guidance. The objective is straightforward: reduce inefficiencies, improve financial visibility, and help clients stay in control of their financial position year-round, not just when filings are due. To learn more about The Firm of Sheldon L Richards, CPA, MS, visit The Firm of Sheldon L Richards CPA . You can also connect with the firm through LinkedIn, Facebook , and Instagram or by contacting [email protected]
- June 18, 2026Finance & Loan
Trustway Accounting Releases Business Investment Guide
HOOVER, Alabama. Trustway Accounting has published a new educational article titled “5 Dumb Investments Smart Business Owners Make,” now available online at https://trustwayaccounting.com/post/5-financial-mistakes-business-owners-make . The article examines how business owners can make costly financial decisions even when those decisions appear practical, strategic, or growth-focused at the time. The guide focuses on the difference between a good idea and a good investment, especially for owners managing software expenses, outsourcing, growth plans, taxes, and financial reporting. According to the article, many expensive financial mistakes do not come from reckless spending. They often come from decisions that feel reasonable, such as adding new software, outsourcing work, investing in growth, handling tax planning alone, or moving forward without current financial reports. Trustway Accounting explains that these decisions can create tighter cash flow, missed opportunities, unexpected tax bills, and operational issues when the numbers behind them are not fully understood. The new article is designed to help business owners evaluate business investment decisions with stronger financial management habits. It encourages owners to look beyond potential upside and consider measurable results, downside risk, cash flow timing, tax implications, and whether each investment will make the business stronger over time. “Many business owners are not making bad decisions because they are careless,” said Trustway Accounting. “They are often making decisions with incomplete financial visibility. The goal of this article is to help owners pause, review the numbers, and understand whether an investment supports long-term stability or simply adds another expense.” The guide identifies five common investment mistakes: buying more software than the business uses, outsourcing without understanding the numbers, growing revenue before fixing cash flow, doing tax planning without adequate support, and ignoring financial visibility. It also outlines a practical framework for evaluating future spending by asking whether an investment improves revenue, efficiency, or visibility, whether success can be measured, what happens if the investment fails, and what financial data supports the decision. The article also stresses that revenue and cash flow are not the same thing. A business may appear profitable on paper while still facing pressure from payroll, vendors, delayed invoices, recurring expenses, and tax obligations. Business owners can read the full article at https://trustwayaccounting.com/post/5-financial-mistakes-business-owners-make . About Trustway Accounting Trustway Accounting works with business owners who want clearer financial reporting, better tax planning, and a stronger understanding of the numbers driving their decisions. The firm supports businesses seeking practical accounting guidance, improved visibility, and financial clarity for more confident decision-making. Contact Trustway Accounting 1236 Blue Ridge Blvd Hoover, Alabama 35226 205-463-5260
- June 18, 2026Finance & Loan
The Firm of Sheldon L. Richards, CPA Announces Expanded Focus on Year Round Financial Advisory Services for Business Owners, Entrepreneurs, and High Income Professionals
Many business owners, investors, and high income professionals reach a point where traditional accounting services no longer provide the level of financial insight needed to support long term decision making. While annual tax preparation remains an important requirement, growing financial complexity often creates a need for ongoing guidance and strategic oversight throughout the year. The Firm of Sheldon L. Richards, CPA, MS has announced an expanded focus on year round financial advisory services aimed at helping businesses, entrepreneurs, investors, and individuals gain greater visibility into their financial position and make more informed decisions. Based in New York City and serving clients nationwide, the firm works with individuals and organizations seeking a more coordinated approach to accounting, tax planning, and financial management. Growing Income Often Brings Greater Financial Complexity According to Sheldon L. Richards, CPA, increasing income and asset growth frequently introduce additional layers of financial complexity that require careful coordination. "Earning more doesn't automatically mean your finances are structured the right way. Without a plan, inefficiencies can add up quickly," said Sheldon L. Richards, CPA. High earning professionals such as physicians, attorneys, and executives often manage multiple financial components, including salary income, bonuses, deferred compensation arrangements, retirement planning strategies, and investment portfolios. Without an integrated approach to planning, opportunities for tax efficiency and long term financial optimization may be overlooked. Similarly, real estate investors operating through multiple entities, partnerships, and properties across various states often face challenges involving tax reporting, cash flow management, and entity structure alignment. While income may continue to grow, a lack of coordination can create inefficiencies that affect overall financial performance. The firm's expanded advisory approach is designed to help clients address these challenges through ongoing financial planning and structured oversight. Moving From Compliance to Financial Positioning Traditional accounting relationships have historically focused on compliance activities such as tax filings and year end reporting. While these services remain essential, today's business environment often requires a broader perspective. The Firm of Sheldon L. Richards, CPA emphasizes financial positioning throughout the year, helping clients understand their current financial standing and the potential impact of future decisions. "Accounting isn't just about reporting what already happened. It's about understanding where you stand now so you can plan what comes next," said Sheldon L. Richards, CPA. The firm's service offerings include small business accounting, tax preparation, tax planning, personal financial advisory services, audit support, reviews, compilations, and representation during IRS and state tax audits. As businesses expand and financial structures become more sophisticated, clients increasingly seek guidance that extends beyond compliance requirements and supports ongoing financial decision making. Expanded Support Through Outsourced Accounting and Financial Leadership Services Among the firm's core offerings are outsourced accounting solutions that provide businesses with access to controller level and CFO level financial support. Many growing businesses generate substantial revenue while still lacking the financial reporting systems and strategic visibility needed to evaluate profitability, forecast cash flow, and assess tax exposure. In these situations, important decisions regarding hiring, expansion, investment, and resource allocation may be made without a complete understanding of the organization's financial position. Through structured financial oversight and advisory services, businesses can gain improved visibility into key financial metrics and establish processes that support more informed decision making. "Most clients we work with aren't looking for someone to simply file returns. They want to understand their position and make decisions with confidence," said Sheldon L. Richards, CPA. Serving the Needs of Modern Business Owners and Investors Today's professionals and business owners frequently manage multiple sources of income, investment activities, business interests, and legal entities. This evolution has increased the demand for coordinated financial guidance that extends throughout the year. The Firm of Sheldon L. Richards, CPA works with high earning professionals, business owners, investors, and growth stage companies seeking greater financial clarity, organizational structure, and strategic planning support. The firm's objective is to help clients reduce inefficiencies, improve financial visibility, and maintain a stronger understanding of their overall financial position throughout the year rather than only during tax filing periods. Award Recognition Highlights Excellence in Boutique CPA Services The Firm of Sheldon L. Richards, CPA, MS has been recognized as the Best Boutique CPA Firm in New York of 2026 by Best of Best Review, an award that highlights the firm's commitment to personalized client service, strategic tax planning, financial advisory expertise, and technology driven accounting solutions. About The Firm of Sheldon L. Richards, CPA, MS The Firm of Sheldon L. Richards, CPA, MS is a New York City based accounting and advisory practice serving clients across the United States. The firm provides a range of professional services including small business accounting, tax preparation and planning, outsourced accounting, CFO and controller services, personal financial advisory, audit support, reviews, compilations, and IRS and state audit representation. To learn more about The Firm of Sheldon L Richards, CPA, MS, visit The Firm of Sheldon L Richards CPA . You can also connect with the firm through LinkedIn, Facebook , and Instagram or by contacting [email protected]
- June 18, 2026Finance & Loan
EquityNav Announces Expansion of Equity Compensation Planning Infrastructure for Financial Advisors and CPA Firms
EquityNav Announces a New Approach to Equity Compensation Planning EquityNav, a wealthtech platform focused on equity compensation and concentrated stock planning, today announced the continued expansion of its software infrastructure designed to support financial advisory firms, registered investment advisors (RIAs), and CPA firms serving clients with complex equity related financial decisions. As equity compensation becomes an increasingly significant driver of wealth creation, advisory professionals are facing growing demand for specialized planning around stock options, restricted stock units (RSUs), incentive stock options (ISOs), non qualified stock options (NSOs), qualified small business stock (QSBS), concentrated stock positions, and liquidity events. EquityNav was developed to help firms navigate these complexities through a more scalable and technology driven planning process. The company reports that its platform is live and actively supporting professionals who work with founders, executives, startup employees, and high net worth individuals whose wealth is closely tied to company equity. Addressing a Growing Need in Wealth Management The increasing prevalence of startup equity, pre IPO compensation packages, and public company stock awards has created new planning challenges across the wealth management industry. While many advisors have traditionally relied on spreadsheets, disconnected software tools, and manual tax calculations, the complexity of modern equity compensation often requires a more integrated approach. EquityNav was created to address this gap by bringing together tax modeling, scenario analysis, liquidity planning, and advisor workflows within a unified platform. According to the company, the objective is not to replace financial advisors but to provide infrastructure that allows them to evaluate potential outcomes more efficiently and communicate planning strategies with greater clarity. "Equity compensation has become one of the most important sources of wealth creation, but the planning process around it is still far too fragmented," said Nick Knepper, Founder of EquityNav. "EquityNav is being built to give advisors the infrastructure they need to serve these clients with more clarity, depth, and scale." The platform supports planning conversations involving concentrated stock positions, exercise timing decisions, tax considerations, diversification strategies, charitable planning opportunities, and major liquidity events. Built From Real World Advisory Experience EquityNav was founded by Nick Knepper, CFP® and MBA, who previously advised founders, executives, entrepreneurs, and high net worth families during his time at J.P. Morgan Private Bank. Through years of working with clients facing significant equity related decisions, Knepper observed a recurring challenge across the advisory industry. Many firms were forced to manage highly sophisticated planning scenarios through fragmented processes that were difficult to scale and often required substantial manual effort. Those observations became the foundation for EquityNav's development. "We are not trying to replace advisors," Knepper said. "We are building the software layer that helps advisors deliver better equity and tax planning to founders, executives, and employees with concentrated stock." The company describes its mission as creating an advisor focused infrastructure layer that enables firms to provide more efficient planning while maintaining the personal relationships and strategic guidance that clients expect from trusted advisors. Supporting High Stakes Financial Decisions For many equity compensated individuals, decisions surrounding stock options and liquidity events may occur only once or a handful of times during their financial lives. The consequences of those decisions can have significant tax and wealth planning implications. EquityNav is designed to help advisory professionals evaluate multiple planning scenarios before critical decisions are made. These scenarios may include stock option exercises, diversification strategies, liquidity event preparation, QSBS considerations, and concentrated stock risk management. "The goal of EquityNav is to turn complex equity decisions into clear, actionable planning conversations between advisors and their clients," Knepper said. The company believes that improving visibility into potential outcomes can help advisors deliver more informed guidance while reducing the administrative burden associated with manual analysis. Several early users have reported meaningful efficiency improvements through the platform. According to user feedback provided by the company, one advisor noted that planning work that previously required several hours of spreadsheet analysis could be completed in a fraction of the time using EquityNav's workflow. Another user highlighted the value of maintaining a clear audit trail that documents how calculations and planning assumptions were developed throughout the advisory process. Recognized For Innovation In Equity Planning EquityNav's growing impact within the wealth management industry has recently been recognized with a significant industry honor. The company was named Best Equity Compensation Planning Software for Financial Advisors in the United States of 2026 by BestofBestReview.com, a respected authority that evaluates businesses and solutions across multiple industries. The recognition highlights EquityNav's commitment to helping financial professionals navigate increasingly complex equity compensation planning scenarios while delivering greater clarity and efficiency to clients. As equity compensation continues to play a larger role in wealth creation, awards such as this reflect the growing demand for specialized technology designed specifically for advisors. For EquityNav, the recognition serves as validation of the company's mission to modernize how advisors approach stock options, restricted stock units, concentrated stock positions, liquidity events, and tax aware planning. Future Expansion Includes Individual Equity Planning Experience While EquityNav's current focus remains on advisory firms, RIAs, and CPA practices, the company also announced plans to introduce an individual software experience for founders, executives, and equity compensated employees. The future offering is expected to help individuals better organize and understand their equity compensation, concentrated stock holdings, liquidity planning considerations, and tax related questions. The company emphasized that this experience remains under development and is planned for a future release. As equity ownership continues to play an increasingly important role in wealth creation across startup ecosystems and public companies, EquityNav believes both professionals and individuals will benefit from improved planning infrastructure. "Many clients only get one chance to make the right decision around a liquidity event, option exercise, or concentrated stock position," Knepper said. "EquityNav is designed to help advisors bring more precision to those moments." The company expects continued investment in software capabilities designed to support planning professionals navigating the growing complexity of equity compensation and tax aware wealth management strategies. About EquityNav EquityNav is a wealthtech platform designed to help financial advisory firms, RIAs, and CPA firms deliver more sophisticated equity compensation and concentrated stock planning. Founded by Nick Knepper, CFP® and MBA, the company provides software infrastructure that combines tax modeling, scenario analysis, liquidity planning, and advisor workflow support for professionals serving founders, executives, and equity compensated employees. EquityNav's mission is to help advisors deliver clearer, more scalable planning around stock options, RSUs, concentrated stock positions, liquidity events, and tax aware wealth management decisions. Learn more by visiting the official EquityNav website at EquityNav . Professionals interested in upcoming resources for individual equity holders can explore the planned individual platform at EquityNav for Individuals . To stay connected with the company, visit the official EquityNav LinkedIn page or connect directly with Founder Nick Knepper through his LinkedIn profile . For additional information, contact [email protected].
- June 18, 2026Finance & Loan
Forex Broker Model Comparison Guide For New Traders: Resource Announced
Sterling Capital Technologies has released new educational content through its proprietary software suite, focusing on one of the more consequential decisions a forex trader faces: choosing between A-Book and B-Book broker models. The new resources outline how each model operates, including differences in trade execution and the handling of client funds. For more, visit https://sterlingcapital.tech The release comes as the forex market continues to expand in scale. Daily trading volume in the asset class has reached nearly $10 trillion USD, though growth has also brought increased exposure to risk for newer participants. [FLAG: The "70% of cases" loss statistic needs a named source — please provide the original citation so it can be properly attributed before publication.] Sterling Capital Technologies aims to equip traders with foundational knowledge before key decisions are made. The company's software consolidates educational resources and analytical tools into a single platform, intended to give newer traders a more structured starting point. The latest addition to the company's educational offerings covers A-Book and B-Book broker models in detail. The resources outline the limitations of each model and make the case for developing a hybrid approach, rather than relying exclusively on one broker type or a single trading system. Beyond the new educational content, Sterling Capital Technologies is rolling out AI-assisted trading systems designed to expand access to more advanced strategies. The upcoming release includes three additional indicators developed natively for TradingView, with compatibility planned for most major trading platforms. "Sterling Capital Technologies is built for individuals and institutions who want to understand global markets on their own terms," a Sterling Capital Technologies representative said. "We provide the software to analyse performance, the research to evaluate proven strategies, and the education to know exactly what consistency looks like — then you decide." Traders interested in copy trading can apply for access through the company's Direct Connect system, which allows for the automation of forex trades with customizable risk parameters managed through an integrated portal. Full access to the educational hub is still in development, with two guides currently available. Additional information, including strategy resources and case studies, is available at the link below. To read more, visit https://sterlingcapital.tech
- June 17, 2026Finance & Loan
Coquitlam financial experts at Dare 2 Dream Mortgage help homebuyers succeed
Coquitlam, BC — Navigating today’s housing market in British Columbia can be challenging, especially for first-time buyers and families looking to upgrade their homes. That’s where Dare 2 Dream Mortgage steps in. As a locally based financial services company in Coquitlam, BC, Dare 2 Dream Mortgage is dedicated to helping clients turn complex mortgage decisions into clear, achievable pathways toward homeownership. With rising property values, evolving lending requirements, and increased financial scrutiny from lenders, many Canadians are finding it harder to secure financing without expert guidance. Dare 2 Dream Mortgage bridges that gap by offering personalized mortgage solutions, in-depth financial consultation, and local market expertise tailored specifically to Coquitlam and the surrounding Metro Vancouver region. Unlike large national lenders that often rely on standardized approval models, Dare 2 Dream Mortgage takes a client-first, community-focused approach. Their team of financial specialists understands the unique dynamics of the Coquitlam housing market, including neighborhood pricing trends, local property demand, and lender expectations specific to British Columbia. This local insight allows them to better position clients for mortgage approval, whether they are purchasing a condo in Burquitlam, a family home in Westwood Plateau, or investing in rental properties across the Tri-Cities area. “Our goal is to simplify the mortgage process and make homeownership feel attainable, not overwhelming,” said a representative from Dare 2 Dream Mortgage. “We know the local market because we live and work here. That perspective allows us to guide clients with strategies that actually work in Coquitlam’s real estate environment.” Dare 2 Dream Mortgage offers a full range of services designed to support clients at every stage of their homeownership journey. These include: First-time homebuyer mortgage guidance Mortgage pre-approvals and approvals Mortgage refinancing options Debt consolidation strategies Self-employed and alternative income mortgage solutions Credit improvement and financial planning support By working with multiple lenders, including major banks, credit unions, and alternative lenders, the company is able to present clients with competitive mortgage options tailored to their financial situation. For first-time buyers, the process often begins with education. Dare 2 Dream Mortgage places strong emphasis on helping clients understand down payments, credit requirements, amortization schedules, and government incentives available to Canadian homebuyers. This foundational support helps clients make informed decisions with confidence. One of the biggest challenges many Canadians face when trying to buy a home is qualifying under strict lending rules, including stress tests and fluctuating interest rates. Dare 2 Dream Mortgage works closely with clients to assess financial health and develop strategies that improve approval chances. This may include credit restructuring, debt management strategies, or identifying alternative lending solutions for those who do not meet traditional bank requirements. The company also assists self-employed individuals, who often face additional documentation requirements when applying for mortgages. By taking a holistic approach, Dare 2 Dream Mortgage ensures that clients are not just matched with a lender, but are truly prepared for long-term financial success. Beyond securing mortgages, Dare 2 Dream Mortgage focuses on building long-term relationships with clients. The company continues to support homeowners after purchase, offering refinancing advice, renewal strategies, and ongoing financial consultations as life circumstances change. Whether clients are upgrading to a larger home, investing in property, or restructuring debt, the team remains a trusted financial partner throughout every stage of homeownership. “Our work doesn’t end at closing,” the company representative added. “We see ourselves as long-term advisors who grow with our clients. Homeownership is a journey, and we’re here for every step of it.” As a local business, Dare 2 Dream Mortgage is deeply invested in the Coquitlam community. The company understands the importance of homeownership in building financial stability and strengthening local neighborhoods. By helping more residents achieve their homeownership goals, they contribute to the long-term growth and vitality of the region. From young professionals entering the housing market to growing families looking for stability, Dare 2 Dream Mortgage continues to play a key role in making homeownership more accessible across Coquitlam and beyond. About Dare 2 Dream Mortgage Dare 2 Dream Mortgage is a Coquitlam, BC-based financial services company specializing in mortgage solutions, home financing strategies, and personalized financial guidance. The company is committed to helping clients achieve homeownership through expert advice, tailored mortgage options, and dedicated local support. Call directly at 778-766-3998 Discover more information about Dare 2 Dream Mortgage Company here: https://news.marketersmedia.com/dare-2-dream-mortgage-expands-hard-money-lending-services-in-coquitlam-bc/89170000
- June 16, 2026Finance & Loan
S&B Private Offshore Accounting Model Reshapes Staffing For Australian Accounting Firms & In-House Finance Teams.
S&B Private, the offshore accounting firm co-founded by Australian practice owner David Buff, is expanding its capacity to support Australian accounting firms and in-house finance teams facing a deepening talent shortage, offering a dedicated offshore accounting model built by accounting practice owners. Australia is in the middle of an accounting talent crisis. Industry analysis points to a shortfall of more than 10,000 qualified accountants as of 2026, with 60% of firms already reporting they have turned away new clients due to insufficient staffing. For accounting practice owners, the consequences are immediate: work arriving without qualified staff to complete it, rising salary costs combined with growing retention challenges and partners absorbed in day-to-day client work rather than focusing on strategic initiatives and business development activities. S&B Private was co-founded in 2018 by David Buff, who built and ran DB Advisory & Co , a tax and advisory practice servicing private businesses, professional services firms, and not-for-profit organisations across Australia, prior to co-founding the offshore firm. David Buff holds a Bachelor of Business (Accounting) from Swinburne University, is a full member of the Institute of Public Accountants, a member of Chartered Accountants Australia and New Zealand and a Registered Tax Agent. That practitioner background is central to the S&B Private model. The firm was not designed as a staffing product for the accounting market. It was built from the inside out, by co-founders who understood what a practice owner requires from a team such as deep familiarity with Australian tax legislation and accounting standards, competence across the software platforms that practices operate on including Xero, MYOB, NetSuite, and QuickBooks, and the ability to function as genuine team members rather than trying to manage competing priorities across clients, as is the case with most other offshore models. "Every accounting firm owner I spoke to had the same problem," Buff says. "Not enough qualified people and no realistic pipeline of new recruits coming through. You can increase salaries, improve culture and do everything right, yet you still can't hire your way out of it. The supply simply isn't there." S&B Private operates a dedicated office in Colombo, Sri Lanka. The firm manages recruitment, assessment, background checks, payroll, HR, continuing professional development, technical training, IT infrastructure, and the physical office environment. Clients simply direct their team members' day-to-day workflow. S&B Private manages everything else. Weekly technical training in Australian tax and accounting standards is embedded in the S&B Private model which is a reflection of the firm's founding logic rather than a marketing claim. Data security is managed from Australia by a local MSP. Team members are dedicated rather than drawn from shared resource pools, and senior Australian oversight is a standard requirement across all engagements. "We built S&B Private to solve a problem we had ourselves," Buff says. "Every design decision traces back to what we needed as practice owners and couldn't find. That's still the test we apply." S&B Private works with two distinct client groups: Australian accounting firms seeking to fill talent gaps and strengthen technical capacity without the risks associated with local hiring, and businesses looking to resource in-house finance functions with qualified, dedicated professionals. Client industries include retail, hospitality, technology, property, medical, and not-for-profit sectors. For accounting firms, the value proposition is direct including access to qualified professionals trained to Australian standards, reduced partner time on work that sits below their level, and the capacity to take on new clients without being constrained by headcount. In Buff's assessment, firms that have structured offshore capability effectively are the ones currently growing. Those waiting for conditions in the local hiring market to improve are, at best, holding steady. The structural drivers of the talent shortage including declining enrolments, an ageing practitioner base, and reduced appeal of the profession to new graduates do not resolve on a short timeline. S&B Private's position is that firms planning on the assumption that local hiring will recover are planning for a market that no longer reflects current conditions.
- June 16, 2026Finance & Loan
ARV Announces Advisory Accounting for Business Growth
ARV, a full-service accounting and advisory firm has announced the formal introduction of its advisory-first financial model for scaling businesses. The firm's approach repositions accounting from a once-a-year compliance task to a year-round strategic tool, one that helps business owners reduce tax liabilities, improve operational performance, and build more profitable companies. With a philosophy centered on purpose-driven financial management, ARV is presenting a distinct alternative to the generic, transactional accounting services that many small and mid-sized business owners have come to accept as the norm. Accounting as a Foundation, Not a Formality For many business owners, accounting is something that happens in the background, a necessary function managed in the weeks before a tax deadline. ARV operates from a different premise. The firm believes that accurate, well-managed accounting is the foundation upon which every meaningful business decision should be built. Rather than simply documenting what has already occurred, ARV uses financial data to help clients understand what is driving profitability, where inefficiencies exist, and what changes can lead to stronger outcomes. "The biggest cost is not what you pay your accountant. It is the profit you leave on the table when nobody is helping you turn financial data into action," said Steve Gelley, CEO of ARV. This perspective shapes every service the firm provides, from foundational bookkeeping and payroll to advanced tax planning and EBITDA optimization. EBITDA, which stands for earnings before interest, taxes, depreciation, and amortization, is a widely used measure of a company's core operational profitability. ARV's VIP Execution Team works directly with clients to identify what is influencing this figure and what adjustments can improve it over time. A Three-Step Process Designed for Clarity ARV has structured its client onboarding process around three clearly defined stages. The first is a free consultation call, during which the firm explores a business owner's goals and current financial landscape to identify areas of opportunity. The second stage involves the development of a personalized financial blueprint, a tailored strategy built specifically to reduce tax liabilities and improve profitability. The third stage is hands-off execution, in which ARV's dedicated team carries out the strategy on the client's behalf, managing the details so the business owner can remain focused on running and growing the company. This process is designed to eliminate complexity while delivering measurable results. The firm's position is that the true cost of generic accounting is not the filing fee paid at tax time. It is the money lost to suboptimal tax strategies, missed deductions, and financial decisions made without adequate insight. Services Built Around Business Growth ARV provides a comprehensive range of services that span the full financial lifecycle of a growing business. These include business advisory and tax planning, accounting, bookkeeping and payroll management, real-time financial reporting, and hands-on EBITDA optimization support through the firm's VIP Execution Team. Business advisory and tax planning at ARV involves working with clients throughout the year to identify opportunities to reduce tax liability and improve financial operations before problems arise. Bookkeeping and payroll services are designed to relieve business owners of the burden of day-to-day financial management, keeping records organized and teams paid accurately and on time. The VIP Execution Team provides a higher level of engagement for businesses seeking to understand and improve their margins with direct support from experienced financial professionals. "Anybody can prepare a tax return. We focus on helping business owners understand what drives profitability and what needs to change to improve it," said Lisa Davis, Director of Operations at ARV. Real-time reporting gives clients ongoing visibility into their financial position, enabling faster and more informed decision-making. Rather than waiting for year-end summaries, ARV clients have access to current data that reflects the actual state of their business at any given time. A Relationship-First Philosophy What distinguishes ARV from many accounting firms is not only the breadth of its services but the way it approaches client relationships. The firm operates on the belief that clients are not account numbers. Every engagement begins with a genuine effort to understand the business owner's goals, challenges, and circumstances so that guidance can be tailored accordingly. "We are not the firm you hear from once a year. We are the team you call when you are making important decisions because the numbers should guide the future, not just document the past," said Lisa Davis, Director of Operations. This relationship-first philosophy is grounded in three core values: integrity, faithfulness, and excellence. ARV holds that ethical and honest conduct must be present in all aspects of its work, that trust is built through consistency and reliability, and that the highest standards of quality should be the baseline for every client interaction. "Our goal is to be more than a service provider. We strive to be a trusted advisor who helps clients make better decisions, improve profitability, and achieve their long-term goals," said Wayne Shelton, Managing Partner of the Paducah office. Moving Forward With Purpose ARV's announcement reflects a broader shift in how forward-thinking businesses are beginning to view financial management. As competition increases and margins tighten across industries, the firms that treat accounting as a strategic asset rather than a compliance obligation are better positioned to adapt, grow, and sustain profitability over time. "Our clients are not account numbers. We take the time to understand their business, their goals, and the challenges they are facing so we can help them solve problems, seize opportunities, and build stronger businesses," said Steve Gelley, CEO. Business owners interested in learning more about ARV's services and advisory approach can visit arvfirm.com or reach the firm directly by email at [email protected] to schedule a free consultation. ARV Earns National Recognition for Advisory Excellence ARV has been recognized as the Best Advisory Accounting Firm in the US of 2026 by BizWeekly, reflecting the firm's advisory-first approach to accounting and its commitment to helping businesses improve profitability, optimize tax strategies, and make data-driven decisions. About ARV ARV is a full-service accounting and advisory firm dedicated to helping business owners build stronger, more profitable companies through proactive financial guidance. Founded on the belief that accounting should be more than compliance, ARV helps clients use their financial data to make smarter decisions, reduce tax liabilities, improve operational performance, and create sustainable growth. The firm provides a comprehensive range of services including business advisory and tax planning, accounting, bookkeeping, payroll, and hands-on EBITDA optimization support. Guided by a philosophy of "Accounting with a Purpose," ARV's mission is to provide the expertise, planning, and value necessary for clients to achieve their personal and business financial goals while building long-term partnerships rooted in trust, integrity, and results.
- June 12, 2026Finance & Loan
Opportunity Zone Invest Highlights Growing Opportunities in Rural Communities as Opportunity Zone Program Evolves
According to the IRS, Opportunity Zones were created under the Tax Cuts and Jobs Act of 2017. These are low-income communities in not only the 50 states, but also the District of Columbia and five US territories. The purpose of these zones is to stimulate growth and to provide investment opportunities in distressed areas of the nation. However, Opportunity Zone capital isn't distributed equally; in fact, much of it has flowed into major metropolitan areas since investors perceive lower risk and larger potential returns in these areas. These investments have generated economic activity, but the benefits haven't been enjoyed equally in other areas, especially rural communities. Lawmakers have proposed and supported new Opportunity Zone provisions that place greater emphasis on rural economic development. The goal is to encourage investors to consider communities that have historically struggled to attract private capital. Rural communities often face unique challenges, though, including population decline, aging infrastructure, limited access to financing, and fewer large-scale employers. This causes investors to look past these communities and invest elsewhere. However, many rural areas also have significant untapped potential, especially in sectors such as manufacturing, logistics, energy, agriculture, tourism, and housing development. With enhanced incentives for investments in qualifying rural Opportunity Zones, rural projects can become more competitive with investments in larger urban markets. This can potentially create stronger incentives for long-term capital deployment. Today's investors are looking beyond traditional real estate markets in search of diversification. Rural Opportunity Zones can give them fantastic opportunities to invest in growing communities at lower entry points while still pursuing tax advantages. Investing can come with certain challenges, though, and not every investor is well-equipped to understand the information given to them, especially if they're new to it. In addition, existing Opportunity Zone program 1.0 rules remained the same from 2017 to July 2025, and investors need to navigate 2.0 rules, too. Those who need a reliable educational resource can use Opportunity Zone Invest , which is an independent publication that's focused on the Opportunity Zone program. This website can explain everything that investors need to know about the tax-advantaged real estate investment ecosystem revolving around the Opportunity Zone program. There are sections for maps, funds, guides, a calculator, news, and a tracker. The team members aren't tax advisors, but they take care to do thorough research and provide extensive primary resources for the articles on their website. Readers can rely on the site for up-to-date information as well. The team updates every article when rules change, and they change the "updated" date to reflect the most recent review. The content is also written by humans, and anything AI-generated is edited by humans, as well as signed off by a CPA. Opportunity Zone Invest isn't affiliated with the IRS, Treasury, the Department of Housing and Urban Development, the CDFI Fund, or any state government agency. This is a resource investors can use to get updated and accurate information about Opportunity Zone investing.
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