Finance News - Page 79

Page 79 of Finance News issued by the Send2Press® Newswire service.



The Prospect of ‘Empowered Living’ Could Motivate Millions to Plan for Long Term Care, ACSIA Partners Says

KIRKLAND, Wash., Aug. 27, 2014 (SEND2PRESS NEWSWIRE) — Today ACSIA Partners introduces the concept of ’empowered living,’ an idea they hope will catch on to help solve a big national problem: lack of planning for long term care.

New Education Protector from EPIC Safeguards Student-Athletes’ Education

SAN FRANCISCO, Calif., Aug. 26, 2014 (SEND2PRESS NEWSWIRE) — While the National Collegiate Athletic Association (NCAA) directors reexamine several policies amid controversy about how student athletes are treated, one of the nation’s fastest-growing insurance brokers has moved to protect high school athletes who have received a verbal offer for an athletic scholarship or grant from an NCAA Division I or Division II sports program. EPIC Insurance Brokers and Consultants today announces Education Protector(SM) from EPIC, the first insurance product of its kind.

TeamSnap Acquires EasyTeamManager

BOULDER, Colo., Aug. 26, 2014 (SEND2PRESS NEWSWIRE) — TeamSnap, used by nearly 7 million people around the world to coordinate their sports and other ongoing activities, today announced it has completed acquisition of Easy Team Manager assets from Lone Tree, Colorado-based Kranitz Enterprises, Inc. Terms of the transaction were not disclosed.

IDS Launches Mortgage Compliance Resource Center for Doc Prep Clients

SALT LAKE CITY, Utah, Aug. 25, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) announced it has launched a comprehensive ‘Resources’ website within its flagship doc prep system idsDoc. The main feature of the site, a compliance-focused blog authored by IDS Compliance Officer Jonathan Johnson, was made available to clients through the idsDoc doc prep platform on Aug. 8.

Jody Collup of Global DMS Named a ‘Top 25 Most Connected Mortgage Professional’

LANSDALE, Pa., Aug. 19, 2014 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of Web-based compliant valuation management software, announced that its vice president of marketing, Jody Collup, has been honored by National Mortgage Professional Magazine on its ‘Top 25 Most Connected Mortgage Professionals’ list.

EPIC adds retail team from JLT Towers Re

SAN FRANCISCO, Calif., Aug. 13, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a nationwide retail property, casualty and employee benefits insurance broker/consultant, announced today the addition of the retail risk management and property/casualty team of JLT Towers Re. This strategic build-out of a team serving large, complex risk management accounts is a product of EPIC’s broadening alliance partnership and collaboration with JLT Towers Re. The agreement is effective August 11.

Reverse Mortgage Volumes Trend Up in Closed Loan Data, FHA Endorsements a Lagging Indicator, says ReverseVision’s Rob Katz

SAN DIEGO, Calif., Aug. 12, 2014 (SEND2PRESS NEWSWIRE) — Contrary to what has been reported for the past six months, reverse mortgage originations have been trending up according to ReverseVision, the leading provider of reverse mortgage lending solutions. ReverseVision’s RV Exchange (RVX) is the leading reverse loan origination system (RLOS) and lending system of record for the majority of reverse lenders.

IDS Passes SOC 2 Audit of Mortgage Doc Prep Services with No Exceptions

SALT LAKE CITY, Utah, Aug. 6, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) announced it has passed its first Service Organization Control (SOC) 2SM audit with no exceptions. According to the American Institute of CPAs (AICPA), the organization that created the audit, SOC 2’s purpose is to assess the ‘controls at a service organization relevant to security, availability, processing integrity confidentiality, or privacy.’

Massey Consulting Named Intacct Premier Partner

RALEIGH, N.C., Aug. 5, 2014 (SEND2PRESS NEWSWIRE) — Massey Consulting is pleased to announce that Intacct, a leader in cloud-based accounting software, has named the company a Premier Partner. The purpose of the Premier Partner distinction is to acknowledge Intacct partners who demonstrate an exceptional commitment to providing and supporting Intacct.

Jennifer Terra Joins Wholesale Trading Co-Op in New York

SAN FRANCISCO, Calif., Aug. 4, 2014 (SEND2PRESS NEWSWIRE) — Wholesale Trading Co-Op Insurance Services, LLC (WTCI) announced today that casualty brokerage veteran Jennifer Terra has joined the firm as Vice President/Casualty Broker.

Scott Law Firm Automates Name Permutation Searches for Military Personnel to Comply with SCRA, Quandis Technology Enables

FOOTHILL RANCH, Calif., July 30, 2014 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of mortgage servicing software, announced that Scott Law Firm, which serves the default servicing industry, is actively utilizing its new military search name permutation functionality. Scott Law Firm can now more easily and efficiently identify active duty military borrowers in the Department of Defense (DoD) database to comply with the Servicemembers Civil Relief Act (SCRA).

NHL Franchise Carolina Hurricanes Select Massey Consulting to Implement Intacct Financial Accounting

RALEIGH, N.C., July 29, 2014 (SEND2PRESS NEWSWIRE) — Massey Consulting has been selected by the Carolina Hurricanes to implement cloud-based Intacct Financial Accounting, the company announced today. The Carolina Hurricanes will use Intacct to track the financials of the franchise, each home game, as well as other entertainment events held at PNC Arena.

ReverseVision Offers Free Online Course on HUD Mortgagee Letter Changes through RV University (RVU)

SAN DIEGO, Calif., July 23, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc., the leading provider of business solutions for the reverse mortgage industry is offering a free on-line class focused on changes announced by HUD in recent Mortgagee Letters 2014-07 and 2014-12 through its ReverseVision University (RVU).

EPIC Purchases Jenkins Insurance Services

SAN FRANCISCO, Calif., July 21, 2014 (SEN2PRESS NEWSWIRE) — The shareholders of Jenkins Insurance Services (Jenkins), a Leavitt Group agency, have sold 100 percent of their shares in Jenkins to EPIC (Edgewood Partners Insurance Center). The transaction, which closed on July 17, was retroactively effective July 1. Jenkins, with California offices in Concord, Sacramento, San Jose, Orange County, and in Reno, Nevada, employs 160 and has approximately $34 million of annual revenue.

Andrea Levin joins EPIC as a Vice President in Petaluma

PETALUMA, Calif., July 14, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance broker/consultant, announced today the addition of Andrea Levin as a vice president in their Petaluma office. Levin brings 24 years of experience in the development and management of property and casualty insurance and risk management programs, working with a wide range of business and industry and specializing in financial institutions.

OpenClose LOS Establishes Secondary Marketing Transparency and Control Across all Lending Channels

WEST PALM BEACH, Fla., July 11, 2014 (SEND2PRESS NEWSWIRE) — OpenClose, an enterprise-class end-to-end loan origination system (LOS) provider, announced that lenders are successfully using the secondary marketing component of its LOS, LenderAssist(TM), to deliver greater insight and control for secondary marketing departments.

Missouri School Districts Now Offer Employee Benefit Plans and Section 125 Plan Administration from Forrest T. Jones and Company and American Fidelity

KANSAS CITY, Mo., July 8, 2014 (SEND2PRESS NEWSWIRE) — Forrest T. Jones and Company (FTJ) has recently partnered with American Fidelity Assurance Company (American Fidelity) to expand and enhance Missouri public school districts’ benefit programs and services. Combined, FTJ and American Fidelity currently serve over 275 Missouri Public school districts, providing a clear, complete and compliant employee benefit package with local personalized service.

LTC Global Marketing and LTC Financial Partners Merge to Form Large One-Stop Shop for Long Term Care and Medicare Insurance Solutions

KIRKLAND, Wash., July 2, 2014 (SEND2PRESS NEWSWIRE) — Today LTC Financial Partners, LLC and LTC Global Marketing Inc. announced the completion of the merger of the two companies into one of America’s largest distributors of senior market insurance products. Industry veteran Denise Gott, formerly Executive Vice President of LTC Financial, will serve as Chief Executive Officer of the new combined entity.

Southern New Hampshire University Selects Regent Education’s Financial Aid Management Solution, Regent 8

MANCHESTER, N.H., June 30, 2014 (SEND2PRESS NEWSWIRE) — Southern New Hampshire University (SNHU) has selected Regent Education’s financial aid management system — Regent 8 — to support financial aid processes for all their students and programs including their industry-leading online programs and their new and cutting edge Competency Based Education program known as College for America (CFA).

Chevy Camaro Recall Spurs Weitz and Luxenberg to Again Target GM with Class-Action Lawsuit

NEW YORK CITY, N.Y., June 30, 2014 (SEND2PRESS NEWSWIRE) — General Motors is being sued by owners of late-model Chevrolet Camaro cars, customers who feel the Detroit automotive giant’s latest recall has deeply betrayed their trust, the law firm of Weitz and Luxenberg, P.C., today announced.

PrimeLending Signs with Global DMS, Implements eTrac Valuation Management Solution

LANSDALE, Pa., June 24, 2014 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of Web-based compliant valuation management software, announced that PrimeLending, a national residential mortgage lender, successfully implemented its eTrac(R) valuation platform to compliantly automate the lender’s entire appraisal process.

‘Stories of Celebrity Caregiving’ Now Available Online, Sponsored by LTC Financial Partners

KIRKLAND, Wash., June 24, 2014 (SEND2PRESS NEWSWIRE) — An online collection, ‘Stories of Celebrity Caregiving,’ is now available without charge. Sponsored by LTC Financial Partners, LLC (LTCFP) and published by the Long Term Care Guild, it’s a concise set of links to caregiving experiences and advice of movie stars, politicians, and other luminaries.

IDS Includes Multi-Browser Compatibility in Mortgage Doc Prep System Redesign

SALT LAKE CITY, Utah, June 19, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announces its flagship doc prep system idsDoc is now compatible with the three major Internet browsers — Google Chrome(TM), Microsoft Internet Explorer(R) and Mozilla Firefox(R).

Quandis Adds Functionality to Help Prevent Foreclosures on Active Military Personnel

FOOTHILL RANCH, Calif., June 12, 2014 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of mortgage servicing software, announces that it rolled out a new feature within its existing military search service that identifies multiple name variations of borrowers which could have active duty status in the U.S. military. If in default but on active duty, certain rules prohibit foreclosure. This comprehensive search reduces the risk of missing a name and potentially failing to comply with the Servicemembers Civil Relief Act (SCRA) of 2003.

Global DMS and Collateral Analytics Team to Offer Enhanced Valuation Services

LANSDALE, Pa. and HONOLULU, Hawaii, June 10, 2014 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of Web-based compliant valuation management software, and Collateral Analytics, a leading provider of real estate analytics and valuation products, announced they formed a strategic alliance that integrated various components of their software valuation solutions.

IDS Hires Compliance Officer Paul Morton to Assist in CFPB Mortgage Disclosure Implementation

SALT LAKE CITY, Utah, June 3, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) announces it has expanded its compliance team with the addition of Paul Morton as compliance officer and assistant in-house counsel.

EPIC Welcomes Principal Greg Dobson to San Ramon – Top 30 U.S. broker continues to build California presence

SAN RAMON, Calif., June 3, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage, has added Greg Dobson as a principal in its employee benefits division. Dobson brings 30 years of employee benefits expertise to EPIC. He will be based in the company’s San Ramon office.

Mortgage Technology Magazine Names Quandis a Top 50 Service Provider for the Fourth Consecutive Year

FOOTHILL RANCH, Calif., May 30, 2014 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of mortgage servicing software, announced that Mortgage Technology magazine honored the company as a Top 50 Service Provider for the fourth year in a row.

IDS Makes Fourth Appearance on Mortgage Technology’s Annual ‘Top 50 Service Provider’ List

SALT LAKE CITY, Utah, May 21, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) announced it has made its fourth consecutive appearance on the Top 50 Service Providers list, issued by SourceMedia’s Mortgage Technology magazine.

MCT Trading, Inc. Officially Introduces MCTlive, a Browser-based Software Platform for Secondary Marketing Departments

SAN DIEGO, Calif., May 14, 2014 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging, loan sale execution, and risk management services, announced the formal launch of MCTlive(TM), a secondary marketing technology platform designed for capital markets trading and pipeline management. MCTlive provides lenders with a browser-based software solution, robust online tools and real-time analytics for secondary marketing departments.

EPIC expansion lands new Chief Growth Officer

SAN FRANCISCO, Calif., May 12, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Chris Duncan has joined the firm’s executive team as Chief Growth Officer (CGO). Duncan brings 26 years of experience in finance, risk management, security, mergers and acquisitions and executive leadership to the firm.

Using Popcorn and a ‘Top-10’ List to Recruit Long-Term Care Insurance Pros

KANSAS CITY, Mo., May 12, 2014 (SEND2PRESS NEWSWIRE) — At the upcoming Long Term Care Solutions Sales Summit, to be held in Kansas City, Missouri, May 18-20, 2014, ‘you can find us with your eyes closed,’ says Steven Kramer, Senior Vice-President for LTC Financial Partners, LLC (LTCFP), one of American’s most experienced national agencies offering long-term care insurance and related solutions.

Phil Rasori of MCT Trading to Lead Panel Session at MBA National Secondary Marketing Conference

SAN DIEGO, Calif., May 9, 2014 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging and risk management services, announced that its COO, Phil Rasori, will moderate and drive a panel session entitled ‘Liquidity Challenges for Smaller Lenders’ at the Mortgage Bankers Association’s Annual Secondary Marketing Conference in New York City.

IDS Sees Significant Mortgage Document E-sign Adoption Among Customers in 2013

SALT LAKE CITY, Utah, May 1, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) announced more than half (51.6 percent) of all document packages it processed in 2013 were signed electronically. In addition, following the IRS’s approval of electronically signed 4506-T documents in late 2012, 18.5 percent of all 4506-T documents processed by IDS were E-signed in 2013.

Massey Consulting announces their 2014 ‘Make Your Beans Count’ series webinar schedule for CPAs and CPA Firms

RALEIGH, N.C., April 22, 2014 (SEND2PRESS NEWSWIRE) — Massey Consulting, a North Carolina-based accounting software reseller, is pleased to announce the release of their 2014 webinar schedule for CPAs and CPA Firms, entitled ‘Make Your Beans Count.’ This webinar series is designed to present a variety of educational topics for CPAs.

Who Can You Trust? Long-Term Care Leader Offers Four Tips for Vetting Agents Online

KIRKLAND, Wash., April 21, 2014 (SEND2PRESS NEWSWIRE) — If you’re in the market for long term care insurance, you might go to your browser and search for long term care insurance or long term care quotes. That’s fine as far as it goes, according to LTC Financial Partners, LLC (LTCFP), a leading national long-term care insurance solutions agency.

EPIC names Michael Gonthier as new Chief Financial Officer

SAN FRANCISCO, Calif., April 14, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Michael Gonthier has joined the firm as Chief Financial Officer. EPIC’s current CFO, Elaine Andrian, will now focus on merger and acquisition strategy and diligence as the firm continues to expand nationally.

Learn to Protect Assets and Earnings Now by Planning for the Future at Four Seasons Seminar

HENDERSONVILLE, N.C., April 8, 2014 (SEND2PRESS NEWSWIRE) — If you’re old enough to earn a living, parent a child, or think about maximizing your assets, then it may be time to consider the choices you need to make right now to protect your net worth in the future. That’s why Four Seasons Compassion for Life, Flat Rock, will sponsor ‘Estate Planning and Long Term Care Planning 101: Foundations for Informed Choices,’ a free seminar, on Tuesday, April 15, at 12:30 p.m.

Global DMS Integrates eTrac With CoreLogic Enterprise Lending Platform to Create More Seamless Appraisal Process

LANSDALE, Pa., April 1, 2014 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of Web-based compliant valuation management software, announced that its eTrac Enterprise platform has been integrated with the CoreLogic(R) ChannelMaster(R) Enterprise Lending Solution (ELS). The integration allows ChannelMaster users to compliantly order and process appraisals, attain real-time status updates, establish transparency and control, and return completed appraisal files directly from the ChannelMaster platform.

Regent Education Implements Fully-Automated Student Verification Solution for Universal Technical Institute

FREDERICK, Md., March 27, 2014 (SEND2PRESS NEWSWIRE) — Regent Education has successfully launched their industry-leading verification solution, Regent Review at Universal Technical Institute (NYSE:UTI), the leading provider of post-secondary education for students seeking careers as professional automotive, diesel, collision repair, motorcycle and marine technicians.