Banking & Finance
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Better Giving Summit Returns May 20 — But Don’t Miss the Free Nonprofit EXPO
The 2026 Better Giving for Greater Impact Summit & EXPO is back on Wednesday, May 20, at the Chester County History Center. The Summit will host expert speakers who will share knowledge and ideas on topics that matter most to today’s philanthropic community, with sessions covering Diagnosing Strategic Problems, Transactional to Strategic Corporate Sponsorship Investments,…
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Souderton’s Univest Eyes Growth Beyond Philly as Earnings Climb
Souderton-based Univest Financial Corp. is posting strong financial gains while setting its sights on growth beyond the Philadelphia region, writes Jeff Blumenthal for The Philadelphia Business Journal. The Montgomery County bank reported a 21% jump in first-quarter earnings alongside a nearly 12% increase in net interest income. The steady momentum poises the company to sharpen…
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How to Improve Your Credit Score: Key Factors and Expert Tips from Citadel Credit Union
How Is Your Credit Score Calculated? Your VantageScore — the score you see when you check your credit — ranges from 350 to 850. Higher is better. It’s made up of five key factors, each weighted differently: Step 1: Pull Your Credit Reports and Fix Errors You can get a free copy of your credit…
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Blue Bell’s Unisys Partnership Takes Aim at Rising Financial Crime
Blue Bell’s Unisys is expanding its role in global financial technology through a new partnership aimed at strengthening banking security and compliance. The company recently announced a collaboration with Worldsys to integrate advanced anti-money laundering capabilities into its core banking platform. The move is designed to help financial institutions better detect fraud, meet evolving regulatory…
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Guidemark: Paving Success, Together
Guidemark, a Souderton-based pavement contractor, plays a vital role in keeping Eastern Pennsylvania moving by ensuring all roadways have the proper traffic markings. With more than 80 employees and a footprint that stretches across the region, the company is built on precision, reliability, and trust — qualities it also looks for in a financial partner.…
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UBS Taps New Regional Leader, Prepares to Leave Conshohocken Office
A major wealth management firm with a presence in Montgomery County is entering a new chapter, writes Jeff Blumenthal for The Philadelphia Business Journal. UBS recently named Patricia Cashin as senior market director for the Greater Philadelphia region. Cashin will oversee five local offices, including one in Conshohocken, and help manage more than $50 billion…
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Citadel Wealth Management’s Impact, Vision Honored by Bank Insurance & Securities Association
Citadel Wealth Management has received the 2026 BISA Impact & Vision Innovator Award from the Bank Insurance & Securities Association, which recognizes organizations that advance financial services through innovation, leadership, and forward-thinking solutions. The national honor highlights Citadel Wealth Management’s continued momentum as a client-focused, growth-oriented wealth management business. The recognition follows the team’s ongoing…
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Ambler’s New Ridge Hall Was Built on Vision — and C&N’s Willingness to Bet on the Unconventional
A once-aging industrial warehouse in Ambler with decades of wear and an uncertain future was recently reimagined as a community gathering place in the likeness of Philadelphia’s famed Reading Terminal Market. A 12,500-square-foot property that houses multiple food and drink vendors and a second-floor event venue, Ridge Hall is now a year-round destination that’s bringing…
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Firstrust Bank, Eagles Award Next Generation of High School Entrepreneurs in Pitch Competition
Five teams of students from four high schools in the Greater Philadelphia region recently competed in a business pitch challenge hosted by Firstrust Bank and the Philadelphia Eagles. The competition marked the culmination of the Entrepreneurs Game Plan powered by the Science of Sport, a digital learning platform used by more than 40 teachers in…
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Visualizing Retirement: A New Way to Plan for Life After Work
Retirement planning has long been framed around numbers. Savings targets, withdrawal rates, and portfolio allocations tend to dominate the conversation. While essential, these elements leave out something equally important: how people understand and connect with their plan. That gap inspired Your Retirement Sketchbook: 125 Retirement Planning Lessons from Financial Experts, a new book that takes…
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What Is a Portfolio, Anyway?
When you hear the word “portfolio,” you may picture complicated charts, confusing terms, and lots of numbers. You’re not alone. Investing terms can sound complex, but the basics are often simpler than they seem. At C&N, we believe that understanding investing basics shouldn’t require a finance degree. Let’s break down the key concepts of an…
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Penn Community Bank Expands Leadership Role for Charles Field to Drive Strategic Growth
Penn Community Bank recently shared an evolution in its executive leadership structure designed to strengthen alignment between strategy, operations, and financial performance as the organization continues to grow. Effective Mar. 27, Charles Field will serve as the bank’s President and Chief Financial Officer. In this expanded role, Field will continue to serve as Chief Financial…
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How a Local Healthcare Entrepreneur Built Her Business with Financial Support from C&N
When Dr. Leah Garlan launched her career as a chiropractor at just 23 years old, her ambitions were grounded in something simple: start small, build steadily, and stay focused on patient care. She began in a modest home office, treating patients while quietly laying the foundation for what would become a multi-location healthcare operation spanning…
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Montgomery County Leadership: Alex Balagour, EVP and Chief Information Officer, C&N | Banking, Lending, Wealth Management
Alex Balagour, EVP and Chief Information Officer at C&N, spoke with MONTCO Today about his globe-hopping childhood as the son of an economist and an electrical engineer from what was then Soviet Ukraine. Balagour immigrated to the U.S. with his parents when he was 16 and spent his youth exploring the offerings of his local…
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Former Cantaloupe CEO Stephen Herbert Leads New SPAC, Seeking Merger Target
Led by Stephen Herbert, former leader of Malvern-based Cantaloupe, Armada Acquisition Corp. III is looking for a merger target after raising $248.5 million in an initial public offering, writes Jeff Blumenthal for the Philadelphia Business Journal. The special purpose acquisition company, also known as SPAC, is the third Armada vehicle led by CEO Herbert and President Doug Lurio. Herbert…
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Firstrust Bank, Eagles Celebrate the Power of Local Businesses at Brotherly Shove Business Spotlight Event
More than 100 businesses were recently celebrated by Firstrust Bank, the Official Bank of the Philadelphia Eagles, and the Eagles through the Brotherly Shove Business Spotlight, a program focused on supporting and promoting businesses across the Greater Philadelphia area. The celebration took place at the Firstrust Bank Club at the Eagles Stadium, bringing together local…
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Firstrust Bank’s SuperBonus Rewards Employees for Shared Success, Builds a Culture That Spans Generations
At many companies, a bonus is a line item on a paycheck. At Firstrust Bank, it has long represented something much larger: a shared milestone tied to the collective efforts of employees across the organization. This year, that philosophy is once again taking center stage. Firstrust Bank, the largest family-owned bank in the Greater Philadelphia…
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Saint Rocco’s Treats: A Recipe for Success Goes from Small Batch to Big Impact
Saint Rocco’s Treats began in a home kitchen, where two brothers turned a passion for creating high-quality treats for their pup into a growing local brand. What started as small batch recipes and a shared dream quickly evolved into a thriving manufacturing operation with a mission to deliver better food and a bigger impact for…
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