Insights

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Start Your Career at The Bancorp Confidently

Kathleen Hayn, AVP, Communications Specialist | The Bancorp | 3/26/2021 10:50 AM

Last March, the COVID-19 pandemic changed almost every aspect of the way we live. For many, the world seemed to pause as we were tasked with developing what would become known as “the new normal.”...

Blog, The Bancorp, Kathleen Hayn, AVP, Communications Specialist

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How to Make the Most of 2020 Annual Reviews

Pedro Regalado, Gregory Fat | Institutional Banking | 11/14/2020 11:48 AM

Pedro Regalado, AVP, Regional Business Development Officer, Southeast Gregory Fat, VP, Regional Business Development Officer, Mid-Atlantic There is no doubt that this year’s client annual reviews...

Blog, Institutional Banking, The Bancorp, Wealth, Lending, Securities Backed Line Of Credit, Pedro Regalado, Gregory Fat, Year-End Reviews, Business Development Officer, Insurance-Backed Line Of Credit

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Lending a Helping Hand to Make a Difference

Hetal Engineer, Director, SBA National Sales Manager at The Bancorp | Small Business Lending | 10/19/2020 4:08 PM

In an effort to prioritize health and safety early in the pandemic, state and nationwide orders forced schools to close and children to finish the remainder of the school year online, while compani...

Blog, The Bancorp, Small Business Lending, Small Business Administration, SBA, Lending, Hetal Engineer, Director, SBA National Sales Manager At The Bancorp, Small Business, Daycare, PPP, Loans, Business Growth

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The Bancorp Shouts Out to a Competitive Cheerleading Business

The Bancorp Small Business Lending Team | 9/18/2020 12:38 PM

Now is a great time to share small business stories of strength and resilience. Especially one like Top Gun Orlando, which was able to both expand and continue operating with Small Business...

Blog, The Bancorp, Small Business Lending, Small Business Administration, The Bancorp Small Business Lending Team, SBA Loans, PPP Program, Paycheck Protection Program

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Chalk Up Long-Term Education Savings with an SBLOC

Derek Glitz, VP Business Development | Institutional Banking | 6/25/2020 4:14 PM

An SBLOC can help minimize the long-term costs of a college education. Advisors are coming to that time of year when parents are looking for advice on how to fund their child’s college education....

Blog, Institutional Banking, The Bancorp, Wealth, Lending, Derek Glitz, VP Business Development, College Tuition, Paying For College, Student Loan Debt

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The Bancorp SBLOCs: Designed with Clients’ Portfolio Health in Mind

James Forwood, Director of Banking Solutions | Institutional Banking | 4/22/2020 2:23 PM

During times of market volatility, lending can play an important role in maximizing investment performance and maintaining healthy liquidity. However, it needs to be designed and executed as a...

Blog, Institutional Banking, The Bancorp, Wealth, Lending, Tax, SBLOC, Securities Backed Line Of Credit, Wealth Management, Financial Advisors, Capital Gains, James Forwood, Director Of Banking Solutions, Market Volatility, Market Shocks, Downturn, Investment Strategy, Advance Rates, Risk Management, Collateral

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Buy that Dream House and Preserve Investments with a Securities-Backed Line of Credit

Greg Fat, VP, Business Development Officer | Institutional Banking | 3/25/2020 3:06 PM

Do clients often come to you to discuss the quick purchase of a new home or another piece of real estate? Perhaps it is that one last spot in a retirement community or a new beach house that was ju...

Blog, Institutional Banking, The Bancorp, Wealth, Tax, Taxes, Clients, Credit, SBLOC, Long Term Financial Goals, Securities Backed Line Of Credit, Investment Portfolios, Wealth Management, Financial Advisors, Greg Fat, VP, Business Development Officer, Homebuying, Real Estate, Capital Gains

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Pay Your Taxes and Maintain Your Wealth with a Securities-Backed Line of Credit

Dustin Carnevale, VP, Business Development Officer | Institutional Banking | 1/17/2020 5:05 PM

As the year ends, we often begin to develop resolutions to make the coming year better, brighter and more successful. However, this may not include ways to make more informed decisions about making...

Blog, Institutional Banking, The Bancorp, Wealth, Dustin Carnevale, VP, Business Development Officer, Tax, Taxes, Clients, Credit, SBLOC, Long Term Financial Goals, Securities Backed Line Of Credit, Investment Portfolios, Wealth Management, Financial Advisors

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Publications

Thought Leadership Series Part 1: A Lifetime of Debt

The Bancorp | Institutional Banking | 6/16/2017 1:42 PM

The role of liabilities in the wealth creation journey First in a series of perspectives on the holistic relationship of income and debt in crafting comprehensive wealth solutions for investors ove...

Institutional Banking, The Bancorp, Publications, A Lifetime Of Debt, White Paper, Thought Leadership, IB, Wealth, Debt, Investor, Investors, Series

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video

Happy New Year from The Bancorp

The Bancorp | Corporate | 1/4/2016 10:00 AM

We’ve been taking a close look at the exciting activity in the financial services ecosystem and are making a bold prediction for the new year. All of us at The Bancorp wish you a Happy New Year....

Video, Wearables, The Bancorp, Corporate, Biometric Authentication, Blockchain

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Category: The Bancorp Clear filter

Start Your Career at The Bancorp Confidently

Kathleen Hayn, AVP, Communications Specialist | The Bancorp | 3/26/2021 10:50 AM

How to Make the Most of 2020 Annual Reviews

Pedro Regalado, Gregory Fat | Institutional Banking | 11/14/2020 11:48 AM

Lending a Helping Hand to Make a Difference

Hetal Engineer, Director, SBA National Sales Manager at The Bancorp | Small Business Lending | 10/19/2020 4:08 PM

The Bancorp Shouts Out to a Competitive Cheerleading Business

The Bancorp Small Business Lending Team | 9/18/2020 12:38 PM

Chalk Up Long-Term Education Savings with an SBLOC

Derek Glitz, VP Business Development | Institutional Banking | 6/25/2020 4:14 PM

The Bancorp SBLOCs: Designed with Clients’ Portfolio Health in Mind

James Forwood, Director of Banking Solutions | Institutional Banking | 4/22/2020 2:23 PM

Buy that Dream House and Preserve Investments with a Securities-Backed Line of Credit

Greg Fat, VP, Business Development Officer | Institutional Banking | 3/25/2020 3:06 PM

Pay Your Taxes and Maintain Your Wealth with a Securities-Backed Line of Credit

Dustin Carnevale, VP, Business Development Officer | Institutional Banking | 1/17/2020 5:05 PM

Thought Leadership Series Part 1: A Lifetime of Debt

The Bancorp | Institutional Banking | 6/16/2017 1:42 PM

Happy New Year from The Bancorp

The Bancorp | Corporate | 1/4/2016 10:00 AM

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Category: The Bancorp Clear filter

Kathleen Hayn, AVP, Communications Specialist | The Bancorp | 3/26/2021 10:50 AM

Pedro Regalado, Gregory Fat | Institutional Banking | 11/14/2020 11:48 AM

Hetal Engineer, Director, SBA National Sales Manager at The Bancorp | Small Business Lending | 10/19/2020 4:08 PM

The Bancorp Small Business Lending Team | 9/18/2020 12:38 PM

Derek Glitz, VP Business Development | Institutional Banking | 6/25/2020 4:14 PM

James Forwood, Director of Banking Solutions | Institutional Banking | 4/22/2020 2:23 PM

Greg Fat, VP, Business Development Officer | Institutional Banking | 3/25/2020 3:06 PM

Dustin Carnevale, VP, Business Development Officer | Institutional Banking | 1/17/2020 5:05 PM

The Bancorp | Institutional Banking | 6/16/2017 1:42 PM

The Bancorp | Corporate | 1/4/2016 10:00 AM

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