• Bala Cynwyd-based Hamilton Lane Aims to Expand Capabilities in Private Wealth Management with Recent Acquisition

    Bala Cynwyd-based Hamilton Lane Aims to Expand Capabilities in Private Wealth Management with Recent Acquisition

    Bala Cynwyd-based Hamilton Lane has agreed to acquire 361 Capital to expand its capabilities in private wealth management, writes Jeff Blumenthal for the Philadelphia Business Journal. The financial terms of the deal have not been disclosed. But It is expected that the acquisition will close before the end of the first quarter. The Philadelphia region’s…

  • Bryn Mawr Trust Launches Career Conversations Webcast Series for Professional Women

    Bryn Mawr Trust Launches Career Conversations Webcast Series for Professional Women

    Bryn Mawr Trust is launching Career Conversations, a webcast series that features women in senior leadership roles sharing career insights and their professional journeys. The series is a collaborative effort by BMT and Greater Philadelphia-based nonprofit POWER of Professional Women. “BMT has been a wonderful partner in this venture,” said POWER President Lindsay Johnston. “Strategic…

  • Meridian Bank Named Top Mortgage Lender

    Meridian Bank Named Top Mortgage Lender

    Meridian Bank has been named one of the Top 10 Mortgage Lenders in the U.S., according to a poll conducted by Secure Insight, a risk management company based in Parsippany, N.J., that serves the mortgage industry. Secure Insight polled more than 70,000 registered settlement professionals across the country, including settlement attorneys, title agents, and escrow…

  • Forbes: Paoli-Based Search Engine, Google Rival Reaches Milestone

    Forbes: Paoli-Based Search Engine, Google Rival Reaches Milestone

    DuckDuckGo, a Paoli-based search engine and Google rival that prides itself on protecting user privacy, recently topped 100 million daily searches for the first time, writes Brooke Crothers for Forbes. The search engine created by Gabriel Weinberg achieved the milestone on Jan. 11 with 102,251,307 queries. DuckDuckGo previously reached the milestone of 50 million searches…

  • Tech Tips With Margaret: Injecting Fun and Personality into Your Next Executive Zoom Meeting

    Tech Tips With Margaret: Injecting Fun and Personality into Your Next Executive Zoom Meeting

    For many, the last year with the pandemic has turned video conference services like Zoom from conveniences into workplace necessities. It hasn’t been an easy transition having to navigate challenges like video chat etiquette. However, now that Zoom meetings have been the norm for workers for so many months, the biggest hurdle might just be…

  • Malvern Bank Reaffirms Its Commitment to Communities, Looks to Expand Its Commercial Lending Group

    Malvern Bank Reaffirms Its Commitment to Communities, Looks to Expand Its Commercial Lending Group

    Whereas large banks seem to be tightening their purse strings amidst the pandemic – Wells Fargo laid off 700 employees in its commercial banking unit last fall, while Truist Financial Corporation cut staff and closed branches – Malvern Bank, National Association reaffirmed its commitment to the communities it serves by leading different lending initiatives. The…

  • Customers Bank in Top Ten of Best Online Banks of 2021

    Customers Bank in Top Ten of Best Online Banks of 2021

    Customers Bank was recently identified as one of the “Best Online Banks of 2021” by Bankrate, finishing among the top 6th position. Bankrate provides consumer and commercial audiences with unbiased analysis of rate information, industry news, and knowledge to make informed financial decisions then reviewed thousands of data points to determine the best banks in…

  • Billionaire Financial Trader Shows Buyer’s Remorse Over Financial Support of Republican Politicians Who Denied Biden Won Presidency

    Billionaire Financial Trader Shows Buyer’s Remorse Over Financial Support of Republican Politicians Who Denied Biden Won Presidency

    Jeff Yass, a Bala Cynwyd billionaire financial trader and one of the biggest donors to politicians in the country, is feeling betrayed by some of the Republican politicians he supported with massive donations after they later called the presidential election stolen, writes Joseph N. DiStefano for The Philadelphia Inquirer. Over the past six years, Yass…

  • Tech Tips With Margaret: 9 Hints to Make Your Zoom Meetings More Productive and Less Draining

    Tech Tips With Margaret: 9 Hints to Make Your Zoom Meetings More Productive and Less Draining

    Wherever you turn, someone wants to have a Zoom meeting. They happen with the best of intentions, to update everyone on company goals or to refine the projected revenue estimates for next year’s budget. So what’s so wrong about having lots of meetings? It’s a time killer. Meeting scientist Joseph Allen, Ph.D., says senior managers…

  • Worship Summit Live Returns to Help Ready Places of Worship for Live-Streaming Services

    Worship Summit Live Returns to Help Ready Places of Worship for Live-Streaming Services

    After four successful educational sessions in 2020, Worship Summit Live will return for a fifth session to guide worship leaders and volunteers on the latest technical training for video production and live-streaming services. On Thurs., Feb. 11 from 11 AM-5 PM, Worship Summit Live 5 will host church production and technology experts who will demonstrate…

  • Bala Cynwyd-based Hamilton Lane Raises Millions in IPO for Sponsored SPAC

    Bala Cynwyd-based Hamilton Lane Raises Millions in IPO for Sponsored SPAC

    Bala Cynwyd-based Hamilton Lane raised $240 million in an initial public offering for its first blank check company, Hamilton Lane Alliance Holdings I, writes Jeff Blumenthal for the Philadelphia Business Journal. The special purpose acquisition company—or SPAC—offered 24 million units at $10 each. Hamilton Lane originally planned to raise $200 million, but the Philadelphia region’s…

  • Ransomware: The Cure Costs More Than Prevention, and Is Less Effective

    Ransomware: The Cure Costs More Than Prevention, and Is Less Effective

    COVID isn’t the only malicious virus we’re facing in 2021. Cybercriminals have become emboldened with new and more deadly “ransomware” attacks. Customers Bank wants to help its clients take steps to protect against these attacks that can impose significant costs, destroy a reputation, and take down a business. RANSOMWARE DEFINED … A ransomware attack uses malicious code…

  • Moody’s Investors Service Confirms Montgomery County’s Aaa Bond Rating for Third Consecutive Time

    Moody’s Investors Service Confirms Montgomery County’s Aaa Bond Rating for Third Consecutive Time

    Montgomery County Commissioners have announced that for the third consecutive time, Moody’s Investors Service has confirmed the county’s coveted Aaa bond rating. Moody’s cited Montgomery County’s large dynamic tax base and continued development despite the pandemic as one of the reasons for reaffirming the high rating. Stable employers that include several pharmaceutical firms also played…

  • Montgomery County Leadership: Dennis Johnson, Chief Financial Officer, Qlik

    Montgomery County Leadership: Dennis Johnson, Chief Financial Officer, Qlik

    Dennis Johnson, the Chief Financial Officer at Qlik, the King of Prussia-based company that is the leading business intelligence and data visualization software company in the world, spoke with MONTCO Today about growing up in Northeast Philly, the Lehigh Valley, and Bucks County; his jobs delivering the Bucks County Courier Times newspaper and working in…

  • Customers Bank Wins Prestigious Global Everbridge Critical Event Management Impact Award

    Customers Bank Wins Prestigious Global Everbridge Critical Event Management Impact Award

    Customers Bank recently was selected as the winner of the highly coveted 2020 Best Example of Making an Impact on Business Award presented by Everbridge, an organization focused on life-saving efforts through its global Critical Event Management (CEM) platform. The novel coronavirus outbreak and ensuing pandemic was the largest global emergency of 2020. David Meredith,…

  • COVID-19 Exposure Apps Work—If People Are Using Them

    COVID-19 Exposure Apps Work—If People Are Using Them

    There are now more than 150 million Americans who could receive pop-up notifications from local health authorities if they have spent time near somebody who has tested positive for COVID-19, but only if more people activate them, writes Geoffrey A. Fowler for The Washington Post. There has been early evidence that using such anonymous smartphone…

  • Zoom Phone From Haverford Systems Is the Next Step in the Business PBX Experience

    Zoom Phone From Haverford Systems Is the Next Step in the Business PBX Experience

    Since the pandemic started and everyone went into some version of lockdown last spring, Zoom has become a household name; a way for people to connect, build relationships, and do business. Now the Zoom Phone, with more than 400 features, enhances and modernizes the Zoom and PBX experience. The Zoom Phone starts with video conferencing…

  • Newsweek Names Bryn Mawr Trust One of America’s Best Banks

    Newsweek Names Bryn Mawr Trust One of America’s Best Banks

    As part of its inaugural ranking of the financial institutions that best serve their customers’ needs in today’s challenging times, Newsweek has named Bryn Mawr Trust one of America’s best banks and the best small bank in Pennsylvania. BMT was selected from an initial group of more than 2,500 FDIC-insured financial institutions and assessed based…