New name, 2nd office for Harbour Wealth Management
Harbour Wealth Management celebrated its new Crown Point office with a ribbon cutting on Oct. 2.
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Employee wealth plans
Regional employers are expanding financial wellness benefits beyond retirement plans, adding literacy programs, ESOPs and adviser access to reduce turnover and retain workers.
InspereX names president
Laura Elliott of Chesterton has been appointed president of InspereX, a tech-driven fixed income and structured investments distribution and trading firm.
Homegrown lending
RDC finds new capital for small businesses with plans for the Northwest Indiana Regional Growth Fund.
Early fiscal lessons
Parents can find plenty of resources, support for teaching children how to manage money from Region’s schools, businesses and nonprofits.
IronWorkz launches Cash Chroniclez class
Gary-based IronWorkz is offering a financial education class with advice for business owners and entrepreneurs on June 1 in Gary.
Operational readiness: Preparing your business for smooth transition
Steven Young at UBS Financial shares his professional advice on how business owners can prepare their companies for potential buyers.
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Business interruptions
Some risks are impossible to predict, but some strategic planning can go a long way as a defense, say regional financial experts.