Finance News

Finance News – including banking, insurance, mortgage lenders, risk management, public companies, funding and investment services, and related financial news from the Send2Press Newswire service.


EPIC’s Kamran Khaliq Recognized as 2019 ‘Young Gun’ by Insurance Business America

NEW YORK, N.Y. and SAN FRANCISCO, Calif., Oct. 14, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Kamran Khaliq, Vice President, Private Equity and M&A, has been named a 2019 Insurance Industry “Young Gun” by Insurance Business America (IBA).

AutoAwards Shares Tips to Boost F&I Sales Through An Auto Dealership Maintenance Program (PPM)

ODESSA, Del., Oct. 10, 2019 (SEND2PRESS NEWSWIRE) — AutoAwards, a leader in loyalty marketing for auto dealerships, realizes sales are extremely competitive and difficult at times. Starting a rewards program can help auto dealerships overcome weak sales. AutoAwards has proven solutions to help dealerships increase sales performance across all departments.

EPIC Insurance Brokers and Consultants Announces Launch of New Healthcare Practice – Edgewood Healthcare Advisors

SAN FRANCISCO, Calif., Oct. 10, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants (Edgewood Partners Insurance Center or EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today the expansion and reorganization of its healthcare practice.

MCT’s COO Phil Rasori Honored with HousingWire Tech Trendsetters Award

SAN DIEGO, Calif., Oct. 9, 2019 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that its COO, Phil Rasori, has been designated to HousingWire’s inaugural Tech Trendsetters award list. Phil is credited with being instrumental in the architecture and launch of multiple innovative capital markets solutions.

SimpleNexus Recognized as Fastest Growing Utah Company by Utah Business Fast 50 and Utah Valley UV50 Lists

LEHI, Utah, Oct. 9, 2019 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced it has been ranked among the fastest-growing companies in the state by both Utah Business and Utah Valley BusinessQ magazines. SimpleNexus was named a top Emerging Company on Utah Business Magazine’s Fast 50 list and was honored by Utah BusinessQ as a UV50 winner.

MQMR: FNMA Updates to Selling Guide Compels Lenders to Conduct Independent Audit Reviews of QC Process Before Year’s End

LOS ANGELES, Calif., Oct. 8, 2019 (SEND2PRESS NEWSWIRE) — Mortgage Quality Management and Research, LLC (MQMR) President Michael Steer reminded lenders to conduct an independent audit review of their quality control (QC) process immediately in deference to updates to “Subpart D1, Lender QC Process” of the Fannie Mae Selling Guide.

NotaryCam’s Rick Triola Named a 2019 HousingWire Tech Trendsetter

NEWPORT BEACH, Calif., Oct. 8, 2019 (SEND2PRESS NEWSWIRE) — NotaryCam, the leader in online notarization and original provider of mortgage eClosing solutions, today announced that its Founder and CEO Rick Triola has been named a 2019 Tech Trendsetter by HousingWire magazine as part of its inaugural HW Tech Trendsetter Awards program.

EPIC Adds Dave Tate in Dallas, Texas

DALLAS, Texas, Oct. 8, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that Dave Tate has joined the firm’s Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

After, Inc. Publishes Latest Research on California Consumer Protection Act (CCPA) – Effective Jan. 1, 2020 – and Its Implications for Manufacturers

NORWALK, Conn., Oct. 8, 2019 (SEND2PRESS NEWSWIRE) — After, Inc., a pioneer in the Warranty Services industry, has delivered innovative warranty marketing, analytics and program management services to top-tier manufacturers since 2005. As an industry leader, After, Inc. stays on top of regulations that may affect its manufacturing clients. The California Consumer Protection Act (CCPA) is one of these.

KBKG Tax Specialty Firm Hires Alex Martin to Lead New Transfer Pricing Practice for Cross-border Businesses

PASADENA, Calif., Oct. 7, 2019 (SEND2PRESS NEWSWIRE) — Nationwide tax specialty firm KBKG announced the hiring of Alex Martin as Principal and leader of the firm’s new Transfer Pricing practice. Alex comes with over 22 years of full-time, international transfer pricing experience working in Washington, D.C.; Melbourne, Australia; and Detroit, Michigan where he resides currently.

IDS Signs Preferred Partner Agreement with Mortgage Builder

SALT LAKE CITY, Utah, Oct. 7, 2019 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today it has signed a preferred partnership agreement with Mortgage Builder, a provider of award-winning mortgage loan origination and servicing software systems.

EPIC’s National Marine Operations Bolstered with Addition of Ivon Friedman in San Francisco

SAN FRANCISCO, Calif., Oct. 7, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC) announced today that Ivon Friedman has joined the firm’s Marine Practice in San Francisco. Friedman will report to EPIC’s Risk Management – National Property and Marine Practice Leader, Michael Korn.

Polyient Labs Co-sponsoring Blockchain for Good Conference in San Francisco, Oct. 25-27

SAN FRANCISCO, Calif., Oct. 3, 2019 (SEND2PRESS NEWSWIRE) — Phoenix-based Polyient Labs, an early-stage, blockchain-startup incubator, is co-sponsoring Blockchain for Good, October 25 -27, 2019 in San Francisco. The agenda includes keynote speakers and workshops where participants can pitch ideas.

Why Low Balance Letters Are Not Working for Automotive Lenders

MIAMI, Fla., Oct. 3, 2019 (SEND2PRESS NEWSWIRE) — South Florida-based AI Fintech company Aclaro, whose mission is to deliver data transparency and personalized insights to its auto lending clients, has developed an innovative, technologically advanced method of increasing borrower retention rates. Instead of sending out thousands of low balance letters with the hope that customers will open these letters and follow up with the lender, Aclaro has made the process much simpler and easier.

Shardus to Demonstrate First Linearly Scalable Blockchain

DALLAS, Texas, Oct. 3, 2019 (SEND2PRESS NEWSWIRE) — the Shardus Project continues to gain momentum with their state sharding solution and will be the first team in The world to demonstrate linear scaling functionality on a decentralized blockchain network at their Q3 update event on Saturday, October 19 in Dallas at the Emerging Technology Summit in Dallas, Texas.

SimpleNexus Founder and CEO Matt Hansen Recognized as HW Tech Trendsetter for Taking Mortgage Origination Mobile

LEHI, Utah, Oct. 3, 2019 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced that company Founder and CEO Matt Hansen has been named to HousingWire’s inaugural list of HW Tech Trendsetters. The award program recognizes the most impactful and innovative technology leaders serving the housing economy.

FormFree Founder Brent Chandler Lauded as HousingWire Tech Trendsetter

ATHENS, Ga., Oct. 3, 2019 (SEND2PRESS NEWSWIRE) — FormFree today announced that Founder and CEO Brent Chandler has been named to HousingWire’s inaugural class of HW Tech Trendsetters, an award honoring executives who have played an integral role in bringing innovative solutions to the housing market.

ARMCO’s Sharon Reichhardt Wins HW Tech Trendsetters Award

POMPANO BEACH, Fla., Oct. 2, 2019 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise financial risk management solutions, today announced that Sharon Reichhardt, the company’s vice president of client success, has been named a winner of HousingWire’s inaugural Tech Trendsetters award.

Capsilon Wins #NEXTSUMMER19’s Best in Show Award

EDMOND, Okla., Oct. 2, 2019 (SEND2PRESS NEWSWIRE) — NEXT Mortgage Events LLC, creator of events for women mortgage executives, has announced that Capsilon, a provider of mortgage automation software, has been voted Best in Show for its presentation of Capsilon Digital Underwriter at the technology showcase at #NEXTSUMMER19, the women’s executive mortgage summit that took place on Aug. 18-19, 2019.

EPIC Adds Pam Stoutenburgh in Dallas TX

DALLAS, Texas, Oct. 1, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that Pam Stoutenburgh has joined the firm’s Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

EPIC Insurance Brokers & Consultants Appoints Lou D’Agostino National Hedge Fund Practice Leader

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Oct. 1, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Principal and industry veteran, Lou D’Agostino, has been appointed to the newly-created position of National Hedge Fund Practice Leader as part of its Financial Services division.

ARMCO Names Trevor Gauthier Chief Executive Officer

POMPANO BEACH, Fla., Oct. 1, 2019 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise financial risk management solutions, today announced that Trevor Gauthier has been appointed as CEO and board member of ARMCO. Avi Naider, who led ARMCO for the past 10 years as CEO, will transition to the board of directors.

KROST CPAs & Consultants Partners with Nationally Recognized Executive Chef Phil Kastel

PASADENA, Calif., Sept, 30, 2019 (SEND2PRESS NEWSWIRE) — Los Angeles-based tax and accounting firm, KROST, recently brought on restaurant industry titan Chef Phil Kastel (co-creator of nationally recognized Public School gastropubs) who will serve as the firm’s Restaurant and Culinary Consultant. Established in 1939, KROST has a long history in the restaurant space.

EnergyCAP, Inc. Breaks Ground for New Corporate Headquarters

STATE COLLEGE, Pa., Sept. 26, 2019 (SEND2PRESS NEWSWIRE) — EnergyCAP, Inc. (ECI) is pleased to announce that it has begun construction of its new corporate headquarters to support the company’s sustained growth. Founded as a technology start-up in 2002, ECI has grown to 65 employees. The new 20,000-square-foot single tenant facility will support another 50% growth over the next ten years.

Mode Health and On Target Living Announce Strategic Partnership to Expand Health Resources and Benefits For Small Businesses

EAST LANSING, Mich., Sept. 26, 2019 (SEND2PRESS NEWSWIRE) — Mode Health, the employee benefits agency for modern small businesses, today announced a strategic partnership with On Target Living, a health and performance company located in East Lansing, Michigan.

EnHelix Unveils the First Blockchain-Based Commodity Trading Software at Houston Gastech Event

HOUSTON, Texas, Sept. 24, 2019 (SEND2PRESS NEWSWIRE) — EnHelix an award-winning oil and gas commodity trading and logistics management software with artificial intelligence and blockchain, today announced the launch of its new Marketplace Blockchain software for commodity trading companies. (VIDEO)

Goodbye Checks and Wires! Ablii Now Offers Payments to Businesses tn The U.S. and Canada

TORONTO, Ontario, Sept. 23, 2019 (SEND2PRESS NEWSWIRE) — Ablii by nanopay, a self-service online payments platform for businesses, is proud to announce its expansion into the U.S. market. Now businesses can send domestic payments in the U.S. and Canada, and cross-border payments between the two countries.

Mark Ladd Named 2019 PRIA Carl R. Ernst Founders Award Winner

PROVO, Utah, Sept. 23, 2019 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents and counties, today announced that its Vice President of Regulatory and Legal Affairs Mark Ladd was named the 2019 Carl R. Ernst Founders Award winner by Property Records Industry Association (PRIA).

LBA Ware to Debut LimeGear Live from the Digital Mortgage Conference Main Stage

MACON, Ga., Sept. 23, 2019 (SEND2PRESS NEWSWIRE) — LBA Ware, a leading provider of incentive compensation management (ICM) and performance management software and solutions for the mortgage industry, will debut LimeGear, a turnkey business intelligence (BI) platform at Source Media’s Digital Mortgage Conference on Tuesday, September 24, live from the event’s main stage during demo session #4, which begins at 8:55 a.m.

SimpleNexus Debuts Mortgage Disclosures Auto-Fulfillment Service at Digital Mortgage Conference

LEHI, Utah, Sept. 23, 2019 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, debuted its integrated auto-fulfillment service for mortgage disclosures at Source Media’s Digital Mortgage conference in Las Vegas.

National Mortgage Professional Magazine Honors OpenClose CRO Vince Furey with 2019 Most Connected Mortgage Professionals Award

WEST PALM BEACH, Fla., Sept. 20, 2019 (SEND2PRESS NEWSWIRE) — OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced its chief revenue officer (CRO), Vince Furey, has been awarded National Mortgage Professional (NMP) magazine’s Most Connected Mortgage Professionals’ distinction for 2019.

Bank Execs Share the Next Generation Customer Experience at #NEXTDC19

EDMOND, Okla., Sept. 20, 2019 (SEND2PRESS NEWSWIRE) — NEXT Mortgage Events LLC, creator of NEXT women’s executive mortgage summit and Housing Finance Strategies, a Washington, D.C.-based advisory firm, have announced that executives from Roostify, Chase Home Lending and TD Bank, America’s Most Convenient Bank, will be featured speakers at #NEXTDC19, the women’s executive summit focused on housing policy and fintech.

World Class Title Launches WCTALWAYS SECURE PLAN Against Real Estate Title Fraud

COLUMBUS, Ohio, Sept. 19, 2019 (SEND2PRESS NEWSWIRE) — World Class Title, a tech forward real estate title agency licensed in Ohio, Florida, Kentucky, Pennsylvania, Michigan and New Jersey, announces its successful launch of the WCTALWAYS SECURE PLAN(TM) (WCTAPP). WCTAPP is a multi-level approach to prevent real estate wire fraud within title transactions.

Digital Mortgage Platform Maxwell Announces Strategic Partnership and Bi-directional Integration with Integra’s EPIC Loan Origination System

DENVER, Colo., Sept. 19, 2019 (SEND2PRESS NEWSWIRE) — Digital mortgage platform provider Maxwell announced their strategic partnership with Integra to offer seamless, bi-directional integration with Integra’s EPIC Loan Origination System.

New MCTlive! Mobile App Puts Secondary Marketing at Lenders’ Fingertips

SAN DIEGO, Calif., Sept. 18, 2019 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, debuted a new MCTlive! mobile application at its MCT Exchange client conference last Friday. The app enables secondary marketing managers to review reporting, manage loan pipelines, and conduct whole loan trading from the convenience of their mobile phone.

Elizabeth Karwowski, CEO, Get Credit Healthy, Selected Woman With Vision Award Winner

SUNRISE, Fla., Sept. 18, 2019 (SEND2PRESS NEWSWIRE) — Fin-tech company, Get Credit Healthy, Inc., (a subsidiary of Beta Music Group Inc. OTC PINK: BEMG) announces CEO Elizabeth Karwowski, has been selected as a winner of the Women With Vision Award, to be presented live, during the Vision Summit on September 25 in Tampa, Florida.

FormFree’s Brent Chandler to Discuss the Transformative Impact of APIs on Mortgage Lending Technology as Digital Mortgage Conference Panelist

ATHENS, Ga., Sept. 18, 2019 (SEND2PRESS NEWSWIRE) — FormFree today announced that company Founder and CEO Brent Chandler will be a featured panelist at Source Media’s fourth annual Digital Mortgage Conference, which will take place September 23-24, 2019, at the Wynn Las Vegas.

Gary W. Hansen Earns Retirement Income Certified Professional (RICP) Designation

LOVELAND, Colo., Sept. 18, 2019 (SEND2PRESS NEWSWIRE) — Gary W. Hansen, President, Retirement Planning Center of the Rockies, LLC, has earned the Retirement Income Certified Professional(R) (RICP(R)) designation from The American College of Financial Services.

Smarter Business Funds: Introducing The Free Small Business Marketing Program

HOUSTON, Texas, Sept. 17, 2019 (SEND2PRESS NEWSWIRE) — Smarter Business Funds, a thought leader in alternative finance & marketing consultancy, is proud to announce the FREE small business marketing program. Headquartered in Houston, Smarter Business Funds was established with the primary goal of helping small businesses acquire business capital, quickly and easily, in support of their long-term success.

Beyond AUM Co-Founder Nima Tolooi Named One of Crain’s 2019 Notable Entrepreneurs

CHICAGO, Ill., Sept. 17, 2019 (SEND2PRESS NEWSWIRE) — Nima Tolooi, co-founder of Beyond AUM, has been named one of Crain’s Chicago Business’s 2019 Notable Entrepreneurs. Crain’s list of Notable Entrepreneurs features 44 businesspeople who have identified needs and untapped opportunities in the market; organized and run companies; and taken on greater-than-normal financial risk to achieve success