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 Daniel Houston to Present at American Gas Association’s Risk Management Committee Meeting

SAN FRANCISCO, Calif., July 21, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Senior Vice President of Enterprise Risk Management and Principal Daniel Houston will present at American Gas Association’s (AGA) Risk Management Committee Meeting on Monday, July 25 at 2:45 p.m. at the Aloft Boston Seaport in Boston, Mass.

EPIC adds Business Development Manager Will Ogilvie in Houston

SAN FRANCISCO, Calif., July 21, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Will Ogilvie has joined the firm’s southwest regional office. He will be based in Houston and report to Brett Haugh, Managing Principal, Southwest Region.

Veteran Reverse Mortgage Educator Dan Hultquist Joins ReverseVision as Director of Learning and Development

SAN DIEGO, Calif., July 20, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, has hired industry educator Dan Hultquist as director of learning and development. In this role, Hultquist will apply his experience in originating loans and working with retirement advisors to help ReverseVision bring a range of products, financial tools and educational techniques to the industry, ultimately driving volume growth.

Bank of Southern California Provides $5 Million in Financing to OWB Real Estate Holdings, LLC

SAN DIEGO, Calif., July 20, 2016 (SEND2PRESS NEWSWIRE) — Bank of Southern California N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that it has provided $5 million in financing as senior lender in part of a larger financing arrangement for OWB Real Estate Holdings, LLC. The financing was a combination of bank borrowing, and loans secured through the Federally backed New Market Tax Credit program. The financing provided funds used for the acquisition of land, improvements, and equipment of a shuttered beef slaughter and processing plant in Brawley, Calif., formerly operated by National Beef.

When Long-Term Care Insurance Benefits Run Out, What Next? A Trending ‘Partnership’ System Offers a Fix, ACSIA Partners Reports

KIRKLAND, Wash., July 18, 2016 (SEND2PRESS NEWSWIRE) — A relatively new species of long-term care policies called Partnership Plans has become widely available and could be a good option for many, according to ACSIA Partners, one of America’s largest long-term care insurance agencies.

Another 23 Counties Across South, Midwest Adopt Simplifile E-Recording

PROVO, Utah, July 15, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced it has expanded its e-recording network with the addition of 23 county recording offices across the South and Midwest.

Shopping for Long Term Care Insurance Easy — Plans Affordable

CHICAGO, Ill., July 15, 2016 (SEND2PRESS NEWSWIRE) — More people than ever are looking at ways to safeguard their future retirement income from the financial costs and burdens of Long Term Health Care, says Matt McCann, a nationally known expert on Long Term Care Planning. These costs can have a dramatic impact on a person’s 401(k), 403(b), IRA and other assets.

Evolve Bank & Trust Selects ReverseVision Exchange (RVX) Loan Origination Software

SAN DIEGO, Calif., July 13, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision is pleased to announce that Memphis, Tennessee-based Evolve Bank & Trust (Evolve), a full-service commercial bank and mortgage lender serving customers and communities nationwide, has selected RV Exchange (RVX) reverse mortgage loan origination software (LOS).

ReverseVision Celebrates Major Upgrades to ReverseVision Sales Accelerator (RVSA) Reverse Mortgage Origination Tool with ‘Closed-Loan Challenge’

SAN DIEGO, Calif., July 7, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision today announced the release of key updates to ReverseVision Sales Accelerator (RVSA), a web-based loan origination tool specifically designed to assist loan officers with the sale of reverse mortgages. ReverseVision will celebrate the release with a “Closed-Loan Challenge” for loan officers who convert RVSA contacts into closed loans in ReverseVision Exchange (RVX) loan origination system (LOS) on or before October 31, 2016.

iFOS Awarded Contract to Provide NIFA with Audit Resolution and Grant Award Close Out Advisory Support Services

COLUMBIA, Md., July 7, 2016 (SEND2PRESS NEWSWIRE) — Intelligent Fiscal Optimal Solutions(R) (iFOS), an emerging provider of innovative financial consulting and staff augmentation services for the Federal Government, received a contract award to provide grant audit resolution and close out advisory support services to the United States Department of Agriculture, National Institute of Food and Agriculture (NIFA’s), Office of Grants and Financial Management (OGFM).

Sunshine Capital, Inc. Acquires Small Cap Development, Inc. to Assist in Portfolio Acquisitions

HOLLYWOOD, Fla., July 6, 2016 (SEND2PRESS NEWSWIRE) — Sunshine Capital, Inc. (Pinksheets: SCNP / OTC:SCNP) announces it has acquired Small Cap Development, Inc. to help with the execution of the Company’s plan to acquire positions in multiple public companies.

EPIC’s Kathleen Felderman Named ‘Elite Woman 2016’ by Insurance Business America

SAN FRANCISCO, Calif. and DENVER, Colo., June 30, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Managing Principal, National Real Estate Practice Leader Kathleen Felderman has been named an “Elite Women 2016” by Insurance Business America.

Simplifile Staffs Up to Support Mortgage Lender Initiatives

PROVO, Utah, June 28, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a leader in electronic document and data workflow technology for lenders, settlement agents and counties, announced it has made several new hires in order to better support its mortgage lending clients and product lines.

EPIC’s Suzannah Gill to Present at Japan-America Society of Georgia’s ‘Attracting and Retaining Top Talent: Best Cultural, Legal Benefits Practices’

SAN FRANCISCO, Calif. and ATLANTA, Ga., June 28, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Benefits Strategy Consultant Suzannah Gill will present at Japan-America Society of Georgia’s (JASG) “Attracting & Retaining Top Talent: Best Cultural, Legal Benefits Practices” on Wednesday, June 29 at 4 p.m. at Barnes & Thornburg in Atlanta, Ga.

The Mortgage Collaborative Reaches $100B Origination Milestone

SAN DIEGO, Calif., June 27, 2016 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the industry’s only independent mortgage lending cooperative, has surpassed $100 Billion in originations with the addition of its 59th preferred member, Movement Mortgage.

Shopping for Long-Term Care Insurance Can Be Uniquely Frustrating, says ACSIA Partners

KIRKLAND, Wash., June 27, 2016 (SEND2PRESS NEWSWIRE) — If you’re in the market for long-term care insurance, you may be in for a long, exasperating slog, according to ACSIA Partners, one of America’s largest long-term care insurance agencies. “Unfortunately, LTC insurance isn’t an easy thing to buy,” says Denise Gott, the company’s CEO.

Mid America Mortgage Selects AccountChek from FormFree to Support eMortgage Initiative

ATLANTA, Ga., June 23, 2016 (SEND2PRESS NEWSWIRE) — FormFree Holdings Corp. (FormFree), a provider of automated verification software, announced that Addison, Texas-based Mid America Mortgage has chosen AccountChek(TM) to conduct automated reviews of borrowers’ asset accounts as part of its push towards executing a complete eMortgage.

Quandis Unveils Technology Solution to Help Lending Entities Comply with Changes to the Military Lending Act

FOOTHILL RANCH, Calif., June 23, 2016 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management software and services, announced that it released a technology solution to help lending organizations comply with changes to the Military Lending Act (MLA) that take effect on Oct. 3, 2016. The MLA provides a number of new rules set forth by the Department of Defense (DoD) that impacts lenders working with active duty service members and their dependents. Failure to adhere to the DoD’s amended compliance rules can result in severe repercussions.

The Mortgage Collaborative Announces Speakers for Summer Member Conference, August 20-23 at Four Seasons Hotel in Denver

SAN DIEGO, Calif., June 20, 2016 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, an independent mortgage lending cooperative with a rapidly growing membership, will open the doors to its annual summer member conference two months from today on August 20 at the soaring Four Seasons Hotel in downtown Denver, Colorado.

Pavaso Achieves SOC 1 Certification of Pavaso Platform for Mortgage eClosing

PLANO, Texas, June 20, 2016 (SEND2PRESS NEWSWIRE) — Pavaso, Inc., a digital process and collaboration solutions provider, announced it has passed its Service Organization Control (SOC) 1(SM) audit for the Digital Close(SM) platform. This is the second SOC certification for Pavaso, as the company’s data center has already been SOC-2 certified.

Sunshine Capital, Inc. Appoints James R J Scheltema as New President and CEO to Execute ‘The Duffy Plan’ for the Company

HOLLYWOOD, Fla., June 17, 2016 (SEND2PRESS NEWSWIRE) — Sunshine Capital, Inc. (Pink Sheets: SCNP / OTC:SCNP) today announces that it has appointed James R J Scheltema as the Company’s new President and CEO to execute “Daniel J Duffy’s plan” of turning the Company into a well-structured, revenue, earnings and asset based company.

Altavera Mortgage Services Names Jennifer Fountain SVP of Due Diligence

DENVER, Colo., June 16, 2016 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), the premier provider of third-party residential mortgage origination services, today announced that Jennifer Fountain has been named senior vice president of due diligence and will have oversight of its closed-loan file review business.

EPIC continues steep climb to become one of the 15 largest Employee Benefits Broker/Consultants in the Nation

SAN FRANCISCO, Calif., June 16, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, today announced a significant milestone, having become the 15th largest employee benefits broker/consultant in the U.S. In addition, EPIC ranks #11 among the country’s fastest growing large group broker/consultants, based on Form 5500 data from the Department of Labor, compiled by business intelligence provider miEdge.

EPIC adds Mark Millard to Risk Solutions Practice

SAN FRANCISCO, Calif. and STAMFORD, Conn., June 15, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that risk management professional Mark Millard has joined the firm’s Stamford, Conn.-based EPIC Risk Solutions team as a Principal and Senior Producer.

LeaseAccelerator CEO to Speak at FEI New Lease Accounting Standards Conference

IRVINE, Texas, June 14, 2016 (SEND2PRESS NEWSWIRE) — LeaseAccelerator announced today that its CEO, Michael Keeler, will participate in a panel at the upcoming Financial Executives International (FEI) New Lease Accounting Standard Conference. Issued earlier this year, the new standards, FASB ASU 2016-02 (or Topic 842) for US GAAP and IFRS 16, will require companies to track virtually all real estate, equipment leases, and leases embedded in service agreements as assets and liabilities on their balance sheets starting as early as 2019.

Professional Auditing Services of America Announces Its New 2016 Contingency Based Digital Accounts Payable Recovery Dashboard

SOUTHFIELD, Mich., June 10, 2016 (SEND2PRESS NEWSWIRE) — Professional Auditing Services of America (PAS) announced today that it will make its newly engineered and proprietary Accounts Payable Digital Recovery Dashboard (Progress Report) available to all new clients free of charge. The Dashboard is an easy to read, single page, real-time user interface, showing a graphical presentation of the current status (snapshot) of PAS’ contingency based recovery review progress and supplier trends.

EPIC’s Bill Cosgrove and Mark Niebuhr to Present at Globalaw’s European Regional Meeting in Amsterdam

SAN FRANCISCO, Calif., June 9, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Managing Principal and Practice Leader for the Financial Risk Solutions Practice Bill Cosgrove and Senior Vice President Mark Niebuhr will present at Globalaw ERM Amsterdam on Saturday, June 11 from 10:30 a.m. to 10:45 a.m. at the Sofitel Legend the Grand Hotel in Amsterdam.

Pavaso Named Approved Vendor for eSignatures with Caliber Home Loans

PLANO, Texas, June 7, 2016 (SEND2PRESS NEWSWIRE) — Pavaso, Inc., a digital process and collaboration solutions provider, announced it has been approved as an eSignature vendor for digital mortgages by Irving, Texas-based Caliber Home Loans (Caliber). As a result, Caliber will now accept loans from its correspondent lenders that were completed using Pavaso’s Digital Close(SM) platform for eSign or eClosing.

LeaseAccelerator and Riveron Consulting to Co-Present in ClearLaw Institute Webinar on New Lease Accounting Standards

GREAT FALLS, Va. and WASHINGTON, D.C., June 6, 2016 (SEND2PRESS NEWSWIRE) — LeaseAccelerator and Riveron Consulting announced today that they will be co-presenting on a forthcoming ClearLaw Institute Webinar about the new lease accounting standards. Issued earlier this year, the new standards, FASB ASU 2016-02 (or Topic 842) for US GAAP and IFRS 16, will require companies to track virtually all real estate and equipment leases as assets and liabilities on their balance sheets starting as early as 2019.

ReverseVision Teams Up with Factual Data to Provide Integrated Credit Reporting Solutions to Users of RV Exchange (RVX) LOS

SAN DIEGO, Calif., June 6, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, has partnered with Factual Data to provide integrated credit reporting solutions to users of RV Exchange (RVX) loan origination software (LOS). Credit information supplied by Factual Data is available in RVX as of the system’s most recent update on April 18.

Three EPIC Consultants Recognized Among the 25 Most Influential Women in Benefit Advising

SAN FRANCISCO and SAN MATEO, Calif., and HOUSTON, Texas, June 6, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Managing Principal Dana Liedel, Senior Vice President Suzanne McGarey and Senior Vice President Lydia Rivera have been included in Employee Benefit Adviser’s list of the 25 Most Influential Women in Benefit Advising.

Klingenstein Fields Wealth Advisors Panel Discussion on how to Achieve Your Family’s Philanthropic Goals

NEW YORK, N.Y., June 3, 2016 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently held an event at the Harvard Club examining the complex topic of family giving. A panel of professionals offered their knowledge and perspectives on how wealthy families can best support their philanthropic objectives.

ReverseVision and Open Mortgage to Exhibit Reverse Mortgage Origination Solutions at 2016 EMERGE Forum in New Orleans

SAN DIEGO, Calif., June 2, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, is pleased to announce that it will be an exhibitor at the EMERGE: Consumer Financial Health Forum being held June 15-17 at the historic Roosevelt Hotel in New Orleans, Louisiana.

EPIC adds Employee Benefits Consultant Eric Leventhal in San Francisco

SAN FRANCISCO, Calif., June 2, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Eric Leventhal has joined the firm’s Employee Benefits Consulting Practice. He will be based in San Francisco and report to John Connell, President, Employee Benefits of California.

Bank of Southern California to Acquire Opus Bank Branch

SAN DIEGO, Calif., June 1, 2016 (SEND2PRESS NEWSWIRE) — Bank of Southern California (OTC Pink: BCAL / OTCMKTS:BCAL) announced that it has reached a definitive agreement to acquire the deposits of the La Quinta branch of Opus Bank located at 78080 Calle Estado #101, La Quinta, pending regulatory approval. The sale is anticipated to close on or about August 19, 2016.

Klingenstein Fields Wealth Advisors Participates in a Day of Service

NEW YORK, N.Y., May 31, 2016 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently volunteered a day of service at God’s Love We Deliver (GLWD), a New York-based charitable organization.

Wells Fargo Approves Hybrid eClosings on Pavaso’s Digital Close Platform

PLANO, Texas, May 26, 2016 (SEND2PRESS NEWSWIRE) — Pavaso, Inc. (Pavaso), a provider of digital process and collaboration solutions for the real estate lifecycle, announced that Wells Fargo has named Pavaso an approved vendor for “hybrid” eClosings. In a hybrid eClosing, select documents are printed and “wet signed,” but much of the closing package is executed electronically. Effective immediately, Wells Fargo will accept loans closed on Pavaso’s Digital Close(SM) platform using this hybrid process.

EPIC adds Nick Tan as Surety Manager in San Ramon

SAN FRANCISCO and SAN RAMON, Calif., May 26, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Nick Tan has joined the firm as Surety Manager. Tan will be based in EPIC’s San Ramon Construction Services Practice, reporting to Regional Director, Property & Casualty, Brian Quinn.

Taxometry Joins Electronic Transactions Association

SOUTH JORDAN, Utah, May 24, 2016 (SEND2PRESS NEWSWIRE) — Taxometry announced it has joined the Electronic Transactions Association. Taxometry has developed a state-of-the-art software system that calculates and deducts sales tax automatically for online purchases, and remits the tax to the appropriate state on behalf of retailers.

Altavera Mortgage Services Closed-Loan File Review Services Set for Q3 2016 Expansion

DENVER, Colo., May 24, 2016 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), the premier provider of third-party residential mortgage origination services, announced today that it will expand its closed-loan file review services beginning in Q3 2016. Closed-loan review, also known as pre-purchase review, is the review and approval of loans prior to investor purchase, or the audit of a loan package prior to purchase by a correspondent buyer or aggregator.

EPIC’s Rosemary Hughes and Suzannah Gill to Speak at The Institute for HealthCare Consumerism Forum and Expo Workshop

SAN FRANCISCO, Calif. and ATLANTA, Ga., May 24, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Senior Consultant and Principal Rosemary Hughes and Benefits Strategy Consultant Suzannah Gill will speak at a hands-on workshop at the 7th Annual 2016 IHC Forum & Expo on Wednesday, May 25 from 3-4 p.m. at the Cobb Galleria Centre in Atlanta, Georgia.

Arbor Bank Selects the Pavaso Digital Close Platform

PLANO, Texas, May 23, 2016 (SEND2PRESS NEWSWIRE) — Pavaso, Inc. (Pavaso), a provider of digital process and collaboration solutions for the real estate lifecycle, announced it has signed on Arbor Bank to its Digital Close(sm) platform to conduct eClosings for all Arbor Bank mortgage customers.

EPIC adds Broker/Producer Jake Perata to Golf Insurance Services Team

SACRAMENTO, Calif., May 23, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Jake Perata has joined the firm as an insurance broker/producer for the firm’s Sacramento Calif.-based Golf Insurance Services Practice.

Sunshine Capital, Inc. Announces Approval of All Recommendations Made by Investment Trustee Daniel J Duffy, to Cancel 92% of Company’s Outstanding Shares

HOLLYWOOD, Fla., May 20, 2016 (SEND2PRESS NEWSWIRE) — Sunshine Capital, Inc. (Pinksheets: SCNP / OTC:SCNP) today announced that the Board of Directors has approved all recommendations made by Advisory Board Member and Investment Trustee, Daniel J Duffy.

Open Mortgage Launches Reverse Mortgage Wholesale Operation on ReverseVision’s RV Exchange (RVX) LOS

SAN DIEGO, Calif., May 19, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, is pleased to announce that Texas-based mortgage lender Open Mortgage has launched its reverse mortgage wholesale operation on the RV Exchange (RVX) loan origination software (LOS).

Concord Mortgage Group Helps Baby Boomers Downsize Affordably with the HECM for Purchase Home Loan and ReverseVision Exchange (RVX)

SAN DIEGO, Calif., May 17, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision announced today that Concord Mortgage Group (Concord), a Westerville, Ohio-based full-service mortgage banker and division of NOIC, Inc. (NMLS# 121455), has chosen RV Exchange (RVX) as its reverse mortgage loan origination software (LOS). Concord offers home-equity conversion mortgages (HECM), commonly called reverse mortgages, to clients in eight states.

Mike Smith Named Director of Finance of Four Seasons Compassion for Life

FLAT ROCK, N.C., May 17, 2016 (SEND2PRESS NEWSWIRE) — Michael “Mike” Smith, M.B.A., and Certified Health Care Financial Professional (or CHFP), has been named director of finance with Four Seasons Compassion for Life. Smith attributes Four Seasons’ leaders for modeling quality personal growth and professional development.

OpenClose and MCT Streamline the Loan Sale and Purchase Advice Process for Secondary Marketing Departments

NEW YORK, N.Y., May 16, 2016 (SEND2PRESS NEWSWIRE) — MBA National Secondary Market Conference & Expo — OpenClose(R) an enterprise-class, multi-channel loan origination system (LOS) provider, announced that in conjunction with Mortgage Capital Trading, Inc. (MCT) it has developed a solution that normalizes and extracts a lender’s committed loan sale and purchase advice data to be uploaded directly into OpenClose’s LenderAssist(TM) LOS, thus eliminating significant manual intervention. Depending on the number of loans that have been executed, time savings can be reduced from days to minutes.

ReverseVision’s Wendy Peel Named a 2016 ‘Elite Woman in Mortgage’ by Mortgage Professional America Magazine

SAN DIEGO, Calif., May 12, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Vice President of Sales and Marketing Wendy Peel is one of Mortgage Professional America (MPA) magazine’s 2016 ‘Elite Women in Mortgage.’

DocMagic Announces ‘eQC’ Automated Due Diligence Solution for Investors and Correspondent Lenders

TORRANCE, Calif., May 12, 2016 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced the formal launch of its fully integrated ‘eQC’ solution that automates due diligence for investors and correspondent lenders.

Simplifile Signs On 22 Additional Counties in Midwest, West Coast Regions

PROVO, Utah, May 12, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a leader in electronic document and data workflow technology for lenders, settlement agents and counties, announced it added 22 additional county recording offices in the Midwest and on the West Coast to its e-recording platform. These new counties are located in Idaho, Illinois, Kansas, Michigan, Minnesota, Missouri, North Dakota, Ohio, Oregon, Washington and Wisconsin.

Jim Baker of EPIC to Speak on Employee Benefits and Compensation at EFCG’s HR Executive Conference

NEW YORK, N.Y., May 12, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC Senior Consultant Jim Baker will speak at the seventh annual EFCG’s HR Executive Conference on May 12 and 13. Held at the New York Yacht Club and Harvard Club, the conference is intended to identify and provide insight into global HR and Compensation policies, issues and metrics.

EPIC Adds Senior Communications Consultant Liz Miller in San Francisco

SAN FRANCISCO, Calif., May 12, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consulting firm, announced today that Liz Miller has joined the organization’s employee benefits division as a senior communications consultant. Miller will be based in EPIC’s San Francisco headquarters and report to John Gaffney, director of national benefits operations.

Ascende’s Rob Massa to Present at Gulf Coast Symposium

HOUSTON, Texas and SAN FRANCISCO, Calif., May 11, 2016 (SEND2PRESS NEWSWIRE) — MEDIA ADVISORY: Ascende, an EPIC company, today announced that Ascende Retirement Director Rob Massa is speaking at the Gulf Coast Symposium. Massa will speak on ‘The Intersection of Health Care and Retirement’ on Thursday, May 12 at 9 a.m. at the NRG Center in Houston, Texas.

The Mortgage Collaborative Adds 14 New Lender Members

SAN DIEGO, Calif., May 11, 2016 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the addition of 14 new lenders to their national network of originating members, according to the Collaborative’s EVP of National Sales and Strategic Alliances, Rich Swerbinsky.

Klingenstein Fields Wealth Advisors’ SVP Jonathan B. Roberts, CFA, CIC, Delivers Opening Remarks at Investment Adviser Association’s 2016 Annual Leadership Conference

NEW YORK, N.Y., May 11, 2016 (SEND2PRESS NEWSWIRE) — Jonathan B. Roberts, Chief Compliance Officer and Senior Vice President at KFWA (Klingenstein Fields Wealth Advisors), a leading wealth management firm with approximately $3 billion in assets under management, welcomed attendees with insightful opening remarks at the Investment Adviser Association’s (IAA) 2016 Annual Leadership Conference.

New Study Finds Most Companies Lack Systems and Processes to Comply with New Lease Accounting Standards

GREAT FALLS, Va., May 11, 2016 (SEND2PRESS NEWSWIRE) — LeaseAccelerator, the leader in Equipment Lease Management software, announced the results of a market readiness survey for the new lease accounting standards. The first research study to be completed since the Financial Accounting Standards Board (FASB) announced ASU 2016-02 (ASC 842), surveyed financial professionals about their state of readiness for the new leasing standards.

Daniel Joseph Duffy Descendants’ Trust Acquires Controlling Interest In Sunshine Capital, Inc.

HOLLYWOOD, Fla., May 10, 2016 (SEND2PRESS NEWSWIRE) — Sunshine Capital, Inc. (Pink Sheets: SCNP) today announced that its parent Company DIB Funding, Inc. has been acquired by the Daniel Joseph Duffy Descendants Trust.

EPIC’s Inland Empire Team Supports the Local Community in a Big Way

SAN FRANCISCO, Calif., May 10, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, today announced details of community support provided by their Inland Empire division.

Pick Your Long-Term Care Agent Carefully, Advises ACSIA Partners

KIRKLAND, Wash., May 9, 2016 (SEND2PRESS NEWSWIRE) — The best way to buy long-term care insurance is through an independent agent, according to many experts. But agents vary. How do you pick a professional who is right for you? ‘We recommend asking six key questions,’ says Denise Gott, CEO of ACSIA Partners, one of America’s largest long-term care insurance agencies.