LifeSteps aims to help clients use their capital to meet whatever life sends next
Meeting the wealth transfer challenge over the next 25 years is why LifeSteps combines commercial banking with wealth management.
Chad Brown named new Thompson Holdings CEO
Chad Brown will become CEO of Thompson Holdings, based in Mobile, effective Jan. 1, 2025.
Check fraud has become a major problem within the financial industry
Commercial checks are targeted by those trying to commit fraud.
Alabama’s Financial Planning & Investment Advisory Firms 2024
A listing of financial planning and investment advisory firms in Alabama, ranked by assets under management.
How to ease the transition of wealth from one generation to the next
The "Great Wealth Transfer" is underway, affecting individuals and businesses. Are you prepared?
Guest Column: The Corporate Transparency Act adds administrative burden to companies
The Corporate Transparency Act is now in effect and will impact businesses of all sizes.
Markets traveled a tough road in 2023
Despite the easing of inflation, the Business Alabama Quarterly Stock Index ended in negative terrain for the third quarter of 2023.
Bridgeworth joins Savant Wealth Management
Birmingham-based Bridgeworth Wealth Management is joining Savant Wealth Management, a fee-only registered investment advisor.
Leavell Investments gets high marks on CNBC listing
Mobile-based Leavell Investment Management is ranked first in Alabama and fourth in the nation on this year’s listing of financial advisory firms by CNBC
Better Business Bureau warns of Alabama scam involving fake heavy-equipment sales
The Better Business Bureau Serving Central & South Alabama is warning heavy equipment vendors that they may unknowingly be involved in a scam that has already resulted in $1.5 million in losses