Finance News - Page 73

Page 73 of Finance News issued by the Send2Press® Newswire service.



The Mortgage Collaborative Adds Sixteen New Lender Members

SAN DIEGO, Calif., Jan. 5, 2016 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the addition of sixteen new lenders to their national network of originating members, announced the Collaborative’s EVP of National Sales and Strategic Alliances, Rich Swerbinsky.

Massey Consulting Named to List of 2015 VAR Stars

RALEIGH, N.C., Jan. 5, 2016 (SEND2PRESS NEWSWIRE) — Massey Consulting, a leading accounting software consulting firm, announces that it has been named to Bob Scott’s Insights 2015 VAR Stars. Progressive Media Group’s annual feature of Bob Scott’s Insights VAR Stars, honors a select group of mid-market accounting software resellers.

Long-Term Care Insurance Leader ACSIA Partners Targets Alzheimer’s, an Illness That Affects Millions

AUSTIN, Texas, Dec. 28, 2015 (SEND2PRESS NEWSWIRE) — Leading national long-term care insurance agency ACSIA Partners is joining the fight against Alzheimer’s disease, a mind-robbing neurodegenerative illness which affects over 5 million Americans. In Austin, Texas, January 15 through 17, 2016, the company will unveil its battle plan in a company conference and an affiliated fund-raising event supporting the Alzheimer’s Association.

Mid America Mortgage Seeks TRID Scratch and Dent Mortgage Loans for Potential Purchase

ADDISON, Texas, Dec. 22, 2015 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) Owner and Chief Executive Officer Jeff Bode announced the firm’s interest in purchasing Scratch and Dent loans with TILA-RESPA Integrated Disclosure (TRID) infractions, even if a previous investor has rejected the loan for purchase.

ReverseVision Offers Lenders and REALTORS a Reverse Mortgage Education Track at Jan. 2016 User Conference in San Diego

SAN DIEGO, Calif., Dec. 21, 2015 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced that mortgage lenders, bankers and REALTORS(R) interested in learning why offering reverse mortgages in their lending portfolio allows them to better serve consumers are invited to attend a ‘Reverse Mortgage Facts’ track at its inaugural User Conference 2016 in San Diego January 20 – 22 at the Sheraton San Diego Hoteland Marina.

EPIC Golf Insurance Services Named ‘Excellence in Achievement’ Award Winner by The BoardRoom Magazine

SAN FRANCISCO, Calif., Dec. 14, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has been named a 2015 ‘Excellence in Achievement’ award winner by The BoardRoom magazine as the ‘Insurance Provider of the Year.’

Mid America Mortgage Offers Marketing Tools to Partners through Mid America Concierge Service

ADDISON, Texas, Dec. 9, 2015 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) Owner and Chief Executive Officer Jeff Bode announced the firm has developed Mid America Concierge, an online marketing support portal for its strategic business partners, including real estate agents and brokers.

Texas A&M University-Commerce Leverages Multiple Regent Education Products to Serve Entire Population

COMMERCE, Texas, Dec. 8, 2015 (SEND2PRESS NEWSWIRE) — Texas A and M University-Commerce has expanded the use of Regent Education’s financial aid management solution, Regent 8, to support the administration of financial aid for its entire population. In addition, it has added Regent’s SNAP product to its solution set to automate the financial aid application process for students who are not eligible for federal financial aid but are eligible for state-funded programs.

The Mortgage Collaborative and NAHREP Consulting Services Form a Strategic Alliance

SAN DIEGO, Calif., Dec. 7, 2015 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), an independent lending cooperative serving small- to mid-sized mortgage lenders and community-based lending institutions, has formed a strategic alliance with NAHREP Consulting Services (NCS), announced TMC Vice Chairman David G. Kittle, CMB.

ReverseVision Announces Credit Report Integration with Certified Credit Reporting

SAN DIEGO, Calif., Dec. 7, 2015 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced their newest credit report partnership with Certified Credit Reporting, a nationwide provider of credit reports and mortgage information services. This integration within RV Exchange (RVX), ReverseVision’s flagship reverse loan origination system (RLOS) platform, increases RVX users’ choice of automated credit report services.

Jamie Hopkins to Deliver Keynote Address for ReverseVision January 2016 Inaugural User Conference

SAN DIEGO, Calif., Dec. 3, 2015 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced that noted financial planning expert Jamie Hopkins, Esq., JD, CLU(R), RICP(R), an associate professor of taxation at The American College in Bryn Mawr, Pennsylvania will deliver the keynote address at its inaugural User Conference 2016.

OpenClose and LBA Ware Integrate to Automate the Loan Compensation Process

MACON, Ga. and WEST PALM BEACH, Fla., Dec. 1, 2015 (SEND2PRESS NEWSWIRE) — OpenClose(R) an enterprise-class, multi-channel, end-to-end loan origination system (LOS) provider, and Lending and Banking Automation Software (LBA Ware), the leading provider of commission automation software, have formed a partnership to seamlessly pass loan information from OpenClose’s LenderAssist(TM) LOS into LBA Ware’s CompenSafe application to automate the entire commission process.

EPIC Again Named Among Best Places to Work in Insurance by Business Insurance Magazine

SAN FRANCISCO, Calif., Nov. 24, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has been ranked #5 among the 2015 ‘Best Places to Work in Insurance’ in the medium employer category (250-999 U.S. employees) by Business Insurance Magazine and Best Companies Group.

Klingenstein Fields Wealth Advisors releases publication on alternative investments

NEW YORK, N.Y., Nov. 23, 2015 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors has released a white paper discussing the role of alternative investments in a diversified portfolio. Many investors today are looking for new sources of diversification and uncorrelated sources of return. As a result, alternative investments have experienced significant growth, particularly among high-net-worth investors.

ReverseVision Board Member Jeffrey S. Taylor Honored by NRMLA for Reverse Mortgage Leadership

SAN DIEGO, Calif., Nov. 20, 2015 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced that board member Jeffrey S. Taylor, Master CMB, has received the National Reverse Mortgage Lenders Association (NRMLA) Career Achievement Award. The award was presented to Taylor at NRMLA’s 2015 Annual Meeting and Expo held November 16-18 in San Francisco.

The Mortgage Collaborative Adds Ten Providers to Preferred Partner Network

SAN DIEGO, Calif., Nov. 19, 2015 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the formal approval of 10 new preferred vendor partners to their national network, announced the Collaborative’s EVP of National Sales and Strategic Alliances, Rich Swerbinsky.

This Thanksgiving, Talk Turkey About Alzheimer’s and Long-Term Care

KIRKLAND, Wash., Nov. 19, 2015 (SEND2PRESS NEWSWIRE) — November is Long-Term Care Awareness Month, and it’s also National Alzheimer’s Disease Awareness Month. ‘Both topics warrant attention this Thanksgiving,’ says Denise Gott, CEO of ACSIA Partners, a leading long-term care insurance agency. ‘The risk of Alzheimer’s looms large, and the risk of needing long-term care looms even larger.’

Titan Expands Mortgage Data Reconciliation Tool to Be Data-Agnostic

DENVER, Colo., Nov. 18, 2015 (SEND2PRESS NEWSWIRE) — Mortgage services expert Titan Lenders Corp. (Titan) announced it has expanded the capabilities of its data reconciliation platform mintrak2(R). Now known as DRMS(TM) (Data Reconciliation Management System), the system has been redesigned beyond its original MERS(R) applications to normalize, compare and reconcile multiple datasets from a variety of sources.

Quandis Enhances its Military Search Service to Help Servicers and Attorneys Better Comply with the Servicemembers Civil Relief Act

FOOTHILL RANCH, Calif., Nov. 17, 2015 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management technology solutions, announced today that it developed and incorporated a sophisticated data parsing and analysis component into its Military Search Service. The new functionality assists servicers and default attorneys in adhering to the Servicemembers Civil Relief Act (SCRA) in order to avoid non-compliance, lawsuits and fines.

ReverseVision Announces Credit Report Integration with MeridianLink

SAN DIEGO, Calif., Nov. 16, 2015 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced their newest credit report partnership with MeridianLink, a leading web-based platform for ordering and delivery of credit reports. This integration within RV Exchange (RVX), ReverseVision’s flagship reverse loan origination system (RLOS) platform, increases RVX users’ choice of automated credit report services.

EPIC Named Elite Agency by Insurance Business America

SAN FRANCISCO, Calif., Nov. 16, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has been named a 2015 Elite Agency by Insurance Business America, a publication that reports on the latest achievements in insurance and also provides the latest in business best practices in a continually evolving industry.

ReverseVision Ranked Number 367 Fastest Growing Company in North America on Deloitte’s 2015 Technology Fast 500

SAN DIEGO, Calif., Nov. 13, 2015 (SEND2PRESS NEWSWIRE) — ReverseVision today announced it ranked number 367 on Deloitte’s Technology Fast 500(TM), a ranking of the 500 fastest growing technology, media, telecommunications, life sciences and energy tech companies in North America. ReverseVision grew 175.1 percent during this period.

MCT Trading, Inc. Acquires Assets of PLar Analytics, LLC and PB Pacific Partners, LLC

SAN DIEGO, Calif., Nov. 12, 2015 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized industry leader in mortgage risk management providing pipeline hedging, best-execution loan sales and centralized lock desk services, announced that it has acquired certain key assets of PLar Analytics, LLC, a provider of financial models for mortgage bankers, and of PB Pacific Partners, LLC, which offers consulting services on capital markets and mortgage servicing.

LeaseAccelerator to Host Educational Webinar on New Lease Accounting Standards

GREAT FALLS, Va., Nov. 5, 2015 (SEND2PRESS NEWSWIRE) — LeaseAccelerator, the leader in Equipment Lease Management Software, announced today that it will be hosting a webinar on the forthcoming Lease Accounting Standard changes. The company’s experts have been closely monitoring the latest proposals and comments on both FASB 842 and IFRS 16.

EPIC adds Daniel Garcia in Petaluma, California

SAN FRANCISCO, Calif., Nov. 5, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Daniel Garcia has joined as a property and casualty insurance broker/producer in the firm’s Petaluma office. He will report locally to North Bay managing principal, Mike Ryan.

San Diego Metro Magazine Honors Phil Rasori with Top 40 Under 40 Award

SAN DIEGO, Calif., Nov. 4, 2015 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized industry leader in mortgage risk management providing pipeline hedging, best-execution loan sales and centralized lock desk services, announced that its COO, Phil Rasori, was named to San Diego Metro (SD Metro) magazine’s prestigious Top 40 Under 40 list for 2015.

Massey Consulting helps Eli Global position for growth with Intacct ERP

RALEIGH, N.C., Nov. 4, 2015 (SEND2PRESS NEWSWIRE) — Massey Consulting, a leading accounting software consulting firm, will assist Eli Global and companies with the implementation and configuration of cloud-based, best in class, Intacct ERP.

LeaseAccelerator Hires IT Leasing Expert Tim Shockley to Lead Sales Force

GREAT FALLS, Va., Nov. 4, 2015 (SEND2PRESS NEWSWIRE) — LeaseAccelerator announced today that sales leader and enterprise leasing expert Tim Shockley has joined the company as Vice President of Sales. Tim brings more than 20 years of experience leading top performing teams to provide IT and Financial solutions into Fortune 500 companies.

EPIC adds Southeast Region Consultant and Principal Cloe Guidry

ATLANTA, Ga., Nov. 2, 2015 (SEND2PRESSS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Cloe Guidry has joined the firm’s consulting team in Atlanta.

EPIC adds Southeast Region Risk Control Consultant Charles ‘Chuck’ Simpson, CSP

BIRMINGHAM, Ala., Oct. 29, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Charles ‘Chuck’ Simpson, CSP has joined EPIC’s Birmingham-based National Energy Construction Practice as a Senior Risk Control Consultant. This specialty practice group serves large, complex construction, energy and distribution companies across the country.

EPIC’s Dana Liedel honored among the 2015 ‘Most Influential Women in Benefits Advising’

SAN FRANCISCO, Calif., Oct. 28, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Dana Liedel, Managing Principal of EPIC’s Employer Services Platform, has been recognized among ‘The Most Influential Women in Benefits Advising’ by Employee Benefits Advisor Magazine.

EPIC Named a Fastest-Growing Private Company in San Francisco Business Times Fast 100

SAN FRANCISCO, Calif., Oct. 27, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today it has been ranked 66th on San Francisco Business Times’ 2015 list of 100 fastest-growing private companies in the Bay Area.

EPIC adds Southeast Region Risk Management Professional Chris Wilkerson

ATLANTA, Ga., Oct. 21, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Chris Wilkerson has joined the firm’s Southeast Risk Management Consulting team in Atlanta.

50-Somethings Advised to Calculate Their ‘Long-Term Care Savings Gap’

KIRKLAND, Wash., Oct. 21, 2015 (SEND2PRESS NEWSWIRE) — Most Americans are poorly prepared to pay for long-term care costs, but there’s a two-step fix, according to ACSIA Partners, a leading long-term care insurance agency. It starts by learning if there’s a gap, and how big, between your ability to pay and your likely future expenses.

Mid America Mortgage Expands National Footprint, Opens Branches in Kansas City, Mo., Overland Park, Kan.

ADDISON, Texas, Oct. 15, 2015 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) Owner and Chief Executive Officer Jeff Bode announced the firm has expanded its operations into Missouri, Iowa and Kansas with its newest branch locations in Kansas City, Mo. and Overland Park, Kan.

Strong Year of Growth Continues for The Mortgage Collaborative, Seven New Lender Members Added

SAN DIEGO, Calif., Oct. 15, 2015 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the formal approval of seven new lenders to their national network of originating members, announced the Collaborative’s EVP of National Sales and Strategic Alliances, Rich Swerbinsky.

EPIC adds DeAnna Slater in Fresno

SAN FRANCISCO, Calif., Oct. 15, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that DeAnna Slater has joined as a principal and property and casualty insurance broker/producer in the firm’s Fresno office. She will report locally to managing principal, Terri Parreira.

Philip Massey, CPA, Among Featured Speakers at Accounting Principals Event at North Carolina Museum of Art

RALEIGH, N.C., Oct. 14, 2015 (SEND2PRESS NEWSWIRE) — Philip Massey, CPA and president of Massey Consulting is among the featured speakers at an event for CPAs hosted by the Raleigh office of Accounting Principals. The all day event will be held at the North Carolina Museum of Art from 9 a.m. to 4 p.m. on Tuesday, Oct. 27, 2015.

Rhonda Guthrie Promoted to Senior Vice President at Bank of Southern California

SAN DIEGO, Calif., Oct. 14, 2015 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTCQB:FBBN / OTCMKTS:FBBN) has announced the promotion of Rhonda Guthrie to the position of Senior Vice President, Loan Administration. With over 20 years in Loan Administration, Guthrie joined the Company in 2013 as Loan Administration Manager responsible for all functions related to loan processing, documentation, compliance and loan servicing.

EPIC Recognized as Fastest Growing Employee Benefits Broker by Business Insurance Magazine

SAN FRANCISCO, Calif., Oct. 14, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has received top rankings from Business Insurance Magazine in its 2015 Broker Supplement in three categories.