Finance News - Page 5

Page 5 of Finance News issued by the Send2Press® Newswire service.



MMI Announces Strategic Acquisition of Bonzo Mortgage / Real Estate CRM Platform

SALT LAKE CITY, Utah, Aug. 2, 2023 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced its acquisition of relationship management and mortgage marketing platform provider Bonzo. The Bonzo leadership team, including founder and president Jason Perkins, founder and COO/CRO Miles Miller, and CEO Chad Jampedro, will continue to guide the company as it operates as an independent service.

Northwest Bank Collects Fees within Minutes with LenderLogix FeeChaser

BUFFALO, N.Y., Aug. 2, 2023 (SEND2PRESS NEWSWIRE) — LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced Northwest Bank has selected its payment processing platform Fee Chaser to ensure compliant collection of upfront fees and deliver borrowers a five-star digital experience.

Klingenstein Fields Advisors Named as one of America’s Top RIAs by Financial Advisor Magazine

NEW YORK, N.Y., Aug. 1, 2023 (SEND2PRESS NEWSWIRE) — Financial Advisor Magazine has released its annual Registered Investment Advisor (RIA) rankings for 2023, and Klingenstein Fields Advisors is proud to announce that it has been ranked as one of the top RIAs with $1.0 billion or more in assets.

HousingWire honors TrustEngine Vice President Rachel Cunningham as a 2023 Women of Influence

ELLICOTT CITY, Md., Aug. 1, 2023 (SEND2PRESS NEWSWIRE) — TrustEngine™, a provider of data-driven homebuyer engagement and education solutions for lenders, today announced Vice President of Customer Success Rachel Cunningham has been named a HousingWire 2023 Women of Influence award honoree. The Women of Influence awards program recognizes the achievements of women who are shaping the U.S. housing economy.

Christopher Henderson joins Palisade Capital Management

FORT LEE, N.J., July 27, 2023 (SEND2PRESS NEWSWIRE) — Palisade Capital Management, LP is pleased to announce Christopher Henderson has joined the firm as Managing Director, Head of Business Development. Chris will focus on further expanding Palisade’s institutional business.

TrustEngine releases Q2 2023 Mortgage Market Opportunities Report

ELLICOTT CITY, Md., July 26, 2023 (SEND2PRESS NEWSWIRE) — TrustEngine™, a provider of data-driven homebuyer engagement and education solutions for lenders, today announced the release of its latest Mortgage Market Opportunities Report analyzing trends in the frequency of different types of mortgage opportunity alerts through June 2023.

LenderLogix Q2 2023 Homebuyer Intelligence Report Data Shows Slight Increase in Homebuying Activity Despite Affordability and Inventory Challenges

BUFFALO, N.Y., July 26, 2023 (SEND2PRESS NEWSWIRE) — LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced the latest release of the Homebuyer Intelligence Report, a quarterly summary of insights into borrower behavior during the home buying process based on data collected by the LenderLogix suite of tools.

Oxnard California Awards Avenu Insights & Analytics With a Sales & Use Tax Auditing Contract

OXNARD, Calif. and CENTREVILLE, Va., July 25, 2023 (SEND2PRESS NEWSWIRE) — Avenu Insights & Analytics (Avenu), the leading provider of software administration and revenue recovery solutions for state and local governments, has achieved a significant milestone with the award of a Sales & Use Tax Auditing (SUTA) contract by the City of Oxnard, California.

WaterSignal, LLC Joins Forces with Metron Farnier, LLC – Unlocking a New Era of Water Efficiency

ALPHARETTA, Ga., July 25, 2023 (SEND2PRESS NEWSWIRE) — Today, WaterSignal, LLC is thrilled to share some truly exciting news: WaterSignal, LLC has been acquired by Metron Farnier, LLC! WaterSignal, LLC is delighted to embark on this new journey, which will undoubtedly benefit its valued clients and further enhance its commitment to water conservation and efficiency.

Down Payment Resource Issues Q2 2023 Homeownership Program Index Report

ATLANTA, Ga., July 24, 2023 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry’s leading technology for connecting homebuyers with homebuyer assistance programs, issued its Q2 2023 Homeownership Program Index (HPI). The firm’s analysis revealed a second consecutive quarterly uptick of 0.5% in the number of homebuyer assistance programs available to help people finance homes, raising the number of programs to 2,373.

Matrix Announces the Successful Sale of Vital Plastics, Inc.

RICHMOND, Va. and BALTIMORE, Md., July 19, 2023 (SEND2PRESS NEWSWIRE) — Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, is pleased to announce the sale of Vital Plastics, Inc. (“Vital Plastics” or the “Company”), a high-volume manufacturer and assembler of injection molded plastic products, to Wolverine Capital Partners (“Wolverine Capital”).

Walker Reid Strategies, Inc. announces the launch of a new division providing outsourcing engineering services

BOCA RATON, Fla., July 18, 2023 (SEND2PRESS NEWSWIRE) — Walker Reid Strategies, Inc. is proud to announce the launch of a new division that provides outsourcing engineering services. The division will support MEP firms, architects, engineers, ESCOS, and LEED professionals by supplementing labor shortages and reducing costs through energy modeling, BIM, and code compliance services.

Matrix Announces the Successful Sale of BeWell Network, LLC

RICHMOND, Va., BALTIMORE, Md., and NEW YORK, N.Y., July 17, 2023 (SEND2PRESS NEWSWIRE) — Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, announces that it has advised BeWell Network, LLC (“BeWell” or the “Company”) on its successful sale to H.E.R. Management, LLC. BeWell is a residential and outpatient behavioral health provider focused on the treatment of substance use disorder.

iEmergent CEO Laird Nossuli named to MPA’s 2023 list of Elite Women in Mortgage

DES MOINES, Iowa, July 11, 2023 (SEND2PRESS NEWSWIRE) — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, announced today that CEO Laird Nossuli has been named to Mortgage Professional America (MPA) magazine’s 2023 list of Elite Women in Mortgage.

Eckhardt Receives Edward Jones Award for Exceptional Achievement in Building Client Relationships

COLORADO SPRINGS, Colo., July 10, 2023 (SEND2PRESS NEWSWIRE) — Keith Eckhardt, an Edward Jones financial advisor in Colorado Springs, CO, recently received the firm’s exclusive Soar to Success Award for exceptional achievement in building client relationships within his first five years as a financial advisor. He was one of only 1,122 financial advisors firmwide to receive this award.

Down Payment Resource Reports on Homebuyer Assistance Programs for People with Disabilities for Disability Pride Month

ATLANTA, Ga., July 10, 2023 (SEND2PRESS NEWSWIRE) — In celebration of Disability Pride Month, Down Payment Resource (DPR) has issued a report on the 23 U.S. homebuyer assistance programs that are specifically designed to support people with disabilities and their family caregivers on their journey towards homeownership. While people with disabilities may be eligible for any of the 2,300-plus U.S. homebuyer assistance programs, this report sheds light on programs specially developed to promote accessibility and inclusivity for aspiring homeowners with disabilities. [UPDATED]

Monthly Lock Volume Increases 31% in Latest MCT Indices Report

SAN DIEGO, Calif., July 7, 2023 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a 31% increase in lock volume in June. Visit MCT’s website to download the full report. The increase in June’s lock volume activity, which is based on actual locked loans, comes after a 15% drop in May’s total lock production.

Financial Advisor Mike Biehl Receives Edward Jones Spirit of Caring Award

COLORADO SPRINGS, Colo., July 7, 2023 (SEND2PRESS NEWSWIRE) — Mike Biehl, an Edward Jones financial advisor in Colorado Springs, CO recently received the firm’s exclusive Spirit of Caring Award for 2023, designed to recognize those financial advisors who exemplify the values, culture and spirit of giving back.

Join the Notary Training Network as the host of the Maryland Notary Conference on Preventing Document Fraud, Forgery, and Identity Theft

BALTIMORE, Md., July 6, 2023 (SEND2PRESS NEWSWIRE) — The Notary Training Network is pleased to announce the highly anticipated Maryland Notary Training Conference, dedicated to combating document fraud, forgery, and identity theft. The conference will take place on October 21, 2023 at the Best Western Premier Rockville Hotel & Suites in Rockville, Maryland. This conference is open to notaries in all states.

GetHRready and HR4ALL forge partnership with three other Human Resources firms to deliver the best HR Support for businesses across America

WILLIAMSPORT, Pa., July 6, 2023 (SEND2PRESS NEWSWIRE) — GetHRready today announced a strategic partnership with HR4ALL, JustHRhandbooks, JustHRhotlines and JustHRaudits to ensure every business in America can the best in Human Resources support. Fast, efficient and economical solutions designed to protect every business and help them GetHRready.

Keith Eckhardt receives two Edward Jones Awards for Exceptional Achievement in Building Client Relationships

COLORADO SPRINGS, Colo., July 5, 2023 (SEND2PRESS NEWSWIRE) — Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado, was recently recognized for his exceptional achievement in building client relationships. Eckhardt received two Achievement Awards during the regional meeting in Snowmass Village, Colorado.

Matrix Announces the Successful Sale of the Lawn and Garden Division of Antilles Power Depot Inc.

RICHMOND, Va. and BALTIMORE, Md., June 29, 2023 (SEND2PRESS NEWSWIRE) — Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, is pleased to announce the sale of the Lawn & Garden Division (“Antilles L&G” or the “Company”) of Antilles Power Depot Inc. (“APD”) to Freije Supply Inc. (“Freije Supply”).

Agile Appoints Greg Vacura as President to Further Mission of Creating a Better MBS Market

PHILADELPHIA, Pa., June 28, 2023 (SEND2PRESS NEWSWIRE) — Agile, a groundbreaking fintech bringing mortgage lenders and broker dealers together on a single electronic platform, today announced the appointment of Greg Vacura as company president. Mr. Vacura will be working to fulfill Agile’s mission to create a better mortgage-backed securities (MBS) market through increasing liquidity and automation in TBAs, MBS pools, and AOTs.

Depth welcomes Berry College communications major Jasmynn Innis for summer internship

ATLANTA, Ga., June 28, 2023 (SEND2PRESS NEWSWIRE) — Depth, the leading provider of consultative B2B marketing, public relations and reputation management services for mortgage fintech innovators, the residential finance industry and technology for emerging regulated markets (regtech), welcomes Berry College communications major Jasmynn Innis as its 2023 summer intern.

Premium Mortgage Corporation taps LenderLogix’s LiteSpeed to power Digital-First Mortgage Borrowing Experience

BUFFALO, N.Y., June 28, 2023 (SEND2PRESS NEWSWIRE) — LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks and brokers, today announced that Rochester, N.Y.-based Premium Mortgage Corporation (Premium Mortgage) is the latest mortgage lender to implement its streamlined point-of-sale (POS) platform LiteSpeed to provide borrowers with a white-labeled, digitally-driven mortgage application experience.

Leading Nonprofit, Millionaire Mastermind Academy, to Host Diversity in Finance Economic Empowerment Fireside Chat, July 17

SCOTTSDALE, Ariz., June 27, 2023 (SEND2PRESS NEWSWIRE) — On July 17, 2023, the Millionaire Mastermind Academy, a leading nonprofit organization addressing the barriers to opportunity for underrepresented businesses, will host an economic empowerment “Diversity in Finance” Fireside Chat. The virtual event is part of an ongoing program and is sponsored by Blaylock Van, LLC, the nation’s longest-continuously operating Black-owned investment firm.

Sustainable Organizations Embrace EnergyCAP’s Complete Suite of Energy and Sustainability ERP Solutions

STATE COLLEGE, Pa., June 27, 2023 (SEND2PRESS NEWSWIRE) — EnergyCAP, a renowned provider of energy and sustainability enterprise resource planning (ERP) solutions, proudly announces The University of Texas Medical Branch (UTMB) and The University of New Mexico (UNM) have adopted EnergyCAP’s newest solutions: CarbonHub and Wattics, making them the first customers to embrace EnergyCAP’s complete solution suite.

Introducing RapidVerify: A Cutting-Edge Solution for Applicant Document Verification

AUSTIN, Texas, June 26, 2023 (SEND2PRESS NEWSWIRE) — In today’s business landscape, where companies are facing the disconcerting reality of losing up to 5% of their revenue to fraudulent activities, the urgency for a reliable and efficient solution is critical. RapidVerify is proud to announce the launch of its innovative Software-as-a-Service (SaaS) platform specifically engineered to address the pressing issue of document fraud.

Alliance Group and AIMCOR Group announce strategic partnership to educate and expand awareness around the ‘living’ benefits of life insurance

LAWRENCEVILLE, Ga., June 26, 2023 (SEND2PRESS NEWSWIRE) — Alliance Group, a leading Insurance Marketing Organization based in Lawrenceville, Georgia has forged a strategic partnership with AIMCOR Group and announced its intent to become a member of AIMCOR Group, LLC, a National Insurance Marketing Organization that distributes and services life, disability, LTC and annuity products through a variety of independent, institutional, and alternative channels.

MMI releases referral partnership ROI Calculator

SALT LAKE CITY, Utah, June 23, 2023 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced the release of its ROI Calculator, an easy-to-use tool for lenders to see the impact their referral partnerships have on production volume.

Dovenmuehle appoints Patricia McCarthy as Vice President of Insurance Administration

LAKE ZURICH, Ill., June 21, 2023 (SEND2PRESS NEWSWIRE) — Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading mortgage subservicing company, announced that it has hired Patricia McCarthy to be the company’s new vice president of insurance administration. In this role, McCarthy will oversee Dovenmuehle’s insurance department with responsibility for hazard and flood insurance administration, loss drafts, research and the insurance department call center.

Travel Insurance Advisory for 2023 Hurricane Season

NEW YORK, N.Y., June 20, 2023 (SEND2PRESS NEWSWIRE) — Hurricane season is underway and just off the Gulf of Mexico, Tropical Storm Arlene has become the first named storm of the season. With the summer travel season picking up across the country, TravelInsurance.com is taking the time to remind travelers about the importance of protecting their trip costs.

ACES Quality Management named 2023 Best Places to Work in Financial Technology

DENVER, Colo., June 16, 2023 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, has been named one of the 2023 Best Places to Work in Financial Technology. The awards program was created in 2017 and is a project of Arizent and Best Companies Group.

Q4 2022 ACES Mortgage QC Industry Trends Report Shows Decline in Critical Defect Rate to 1.84%

DENVER, Colo., June 15, 2023 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the release of its quarterly ACES Mortgage QC Industry Trends Report covering the fourth quarter (Q4) of 2022, as well as the full calendar year (CY).

Trends in Drug Benefit Design Report Released by Pharmaceutical Strategies Group (PSG)

DALLAS, Texas, June 13, 2023 (SEND2PRESS NEWSWIRE) — Pharmaceutical Strategies Group (PSG), an EPIC company, is pleased to announce the launch of its Trends in Drug Benefit Design Report. The report delivers innovative research on the latest trends in the traditional (non-specialty) drug benefit. Sponsored by Rx Savings Solutions, it outlines the complexities of designing and managing the drug benefit and the cost challenges faced by consumers and plan sponsors alike.

Nomis Solutions hires Amy Chase as Senior Vice President of Services

SAN FRANCISCO, Calif., June 13, 2023 (SEND2PRESS NEWSWIRE) — Nomis Solutions (Nomis), the leading provider of end-to-end pricing lifecycle management technology, announced that client success veteran Amy Chase has been tapped as Senior Vice President of Services. Chase will be responsible for leading implementations of Nomis Solutions and delivering ongoing services to existing clients.

Matrix Advises Apollo Veterinary Medical Hospitals and AVMH Ventures on the Successful Recapitalization and Acquisition of a Portfolio of Pet Supplies Plus Stores

RICHMOND, Va. and BALTIMORE, Md., June 12, 2023 (SEND2PRESS NEWSWIRE) — Matrix Capital Markets Group, Inc. (“Matrix”), a leading independent investment bank, announces that it served as lead advisor on Apollo Veterinary Medical Hospitals and AVMH Ventures’ (“Apollo” or the “Company”) recapitalization and acquisition of a multi-state portfolio of Pet Supplies Plus (“PSP”) retail pet stores.

Tax Help MD Provides Five Steps to Help Small Corporations Calculate QBI

WEST PALM BEACH, Fla., June 12, 2023 (SEND2PRESS NEWSWIRE) — Tax Help MD helps self-employed individuals and small businesses to resolve tax issues. From basic tax filings to more complex situations, Tax Help MD wants its clients to come out on top. That’s why it empowers them with information, so they can get the best tax benefits available.

MCTlive! Lock Volume Indices: May 2023 Data

SAN DIEGO, Calif., June 8, 2023 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for May 2023. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.

Alliance Group CEO Lee Duncan Appointed to UGA’s Terry College Alumni Board

LAWRENCEVILLE, Ga., June 8, 2023 (SEND2PRESS NEWSWIRE) — Lee Duncan, President and CEO of Alliance Group, has accepted an invitation to serve a three-year term on the University of Georgia’s Terry College of Business Alumni Board, effective July 1, 2023. Duncan’s commitment to community building, coupled with his remarkable achievements in the business world, make him a valuable addition to the Board.