Finance News - Page 82

Page 82 of Finance News issued by the Send2Press® Newswire service.



EPIC adds Southeast Region Employee Benefits Consultant Stephen McKenzie

ATLANTA, Ga., March 28, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Stephen McKenzie has joined the firm’s Employee Benefits Consulting team in Atlanta.

International Document Services, Inc. (IDS) Named to HousingWire 2016 HW TECH100

SALT LAKE CITY, Utah, March 24, 2016 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it was included in HousingWire magazine’s 2016 HW TECH100(TM) list. The company was recognized for its forthcoming eClosing integration with collaborative real estate technology provider and fellow TECH100 winner Pavaso, as well as its recent acquisition by automotive dealership software provider Reynolds and Reynolds.

Wholesale Trading Co-Op is Acquired by The Carlyle Group and Rebrands as Wholesale Trading Insurance Services

SAN FRANCISCO, Calif. and NEW YORK, N.Y., March 24, 2016 (SEND2PRESS NEWSWIRE) — Wholesale Trading Co-op Insurance Services, a privately-held wholesale insurance specialist serving a group of leading retail insurance brokers, announced today that The Carlyle Group has agreed to acquire a majority stake in wholesale insurance broker JenCap Holdings, LLC and the assets of Wholesale Trading Co-Op Insurance Services, which will be re-named Wholesale Trading Insurance Services, LLC. Wholesale Trading is currently owned by its management team and external private investors.

LIBERTY Dental Plan Advances Innovative Approach to Oral Health By Empowering Physicians to Provide Fluoride Varnish

IRVINE, Calif., March 22, 2016 (SEND2PRESS NEWSWIRE) — LIBERTY Dental Plan (LIBERTY) continues to innovate and be a champion for whole health by partnering with the Center for Oral Health and medical providers to create a program that will help increase the number of children receiving fluoride varnish – a critical treatment that helps prevent further dental issues later in life.

Platinum Data Executive Craig Zielazny Named to Board of Advisors for Wittenberg University’s New Master of Science in Analytics Program

ALISO VIEJO, Calif., March 22, 2016 (SEND2PRESS NEWSWIRE) — Platinum Data Solutions, a provider of valuation data and analytics solutions, has announced that Craig Zielazny, the company’s senior vice president of valuation analytics, has been named to the Board of Advisors for Springfield, Ohio-based Wittenberg University’s new Master of Science in Analytics program. The Board of Advisors is charged with collaborating to create the department’s curricula and courses, and could include guest lecturing. The inaugural semester for Wittenberg University’s Master of Science in Analytics program begins in August 2016.

EPIC Launches National Construction Specialty Group with the Addition of Brian McDonnell as Managing Principal

SAN FRANCISCO, Calif., March 22, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today the addition of veteran construction broker Brian McDonnell as a managing principal, and the formation of the EPIC National Construction Specialty Group.

Titan Lenders Corp. Announces Acquisition by MetaSource LLC

DENVER, Colo., March 21, 2016 (SEND2PRESS NEWSWIRE) — Mortgage services expert Titan Lenders Corp. (Titan) announced it has been acquired by Utah-based MetaSource, LLC. Terms of the deal were not disclosed. MetaSource provides an array of technology-driven services and solutions, including business process outsourcing.

Tax Tip from ACSIA Partners: 2016 Deductions Make Long-Term Care Insurance More Affordable for Many

KIRKLAND, Wash., March 17, 2016 (SEND2PRESSS NEWSWIRE) — If you’re in the market for long-term care insurance, you may be suffering from sticker shock. ‘The cost may seem out of reach,’ says Denise Gott. ‘Many people feel this way, so they put off protecting themselves. That’s a shame, because in their case, Uncle Sam may pick up part of the tab.’ Gott is CEO of ACSIA Partners, one of the nation’s largest long-term care insurance agencies.

Mid America Mortgage Remains Largely Unchallenged in Bid for Defective TRID Mortgage Loans

ADDISON, Texas, March 16, 2016 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) remains one of few bidders on so-called TRID ‘defect’ loans, said Owner and Chief Executive Officer Jeff Bode. According to Bode, Mid America wins roughly 80 percent of its bids on the loans, which have been rejected for purchase by other investors due to TILA-RESPA Integrated Disclosure (TRID) infractions ranging from minor errors to more significant defects.

Alternative-Risk Financing Roundtable: ‘Creative Uses for Captives’ Moderated by EPIC’s Daniel Houston

SAN FRANCISCO, Calif. and ATLANTA, Ga., March 16, 2016 (SEND2PRESS NEWSWIRE) — In the world of risk management, captive insurers are taking on a major role for companies of all sizes. As the number and types of captive insurers are expanding, so too have the types of risks that captive owners are funding through these alternative-risk financing structures, says EPIC Insurance Brokers and Consultants.

Pavaso, SigniaDocs Complete Integration for Electronic Mortgage Closings

PLANO, Texas, March 15, 2016 (SEND2PRESS NEWSWIRE) — Pavaso, Inc., a provider of digital process and collaboration solutions for the real estate lifecycle and SigniaDocs, Inc., a provider of eMortgage platform technologies, announced the integration between their two platforms to facilitate an all-inclusive eClosing process.

Alpha Mortgage Launches Reverse Mortgage Channel, Selects ReverseVision Exchange (RVX) Loan Origination Software

SAN DIEGO, Calif., March 14, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision is pleased to announce that Wilmington, N.C.-based Alpha Mortgage, a full-service mortgage lender serving the Carolinas and Virginia, has selected RV Exchange (RVX) as its reverse mortgage loan origination software (LOS) solution. Alpha Mortgage opened its reverse mortgage lending channel in early 2016 under the guidance of division manager and Certified Reverse Mortgage Professional Greg Gianoplus.

Ascende Wealth Advisers, Inc. named a top 100 retirement plan adviser team for third year in a row

SAN FRANCISCO, Calif. and HOUSTON, Texas, March 10, 2016 (SEND2PRESS NEWSWIRE) — For the third time in a row, Ascende Wealth Advisers, Inc. (AWAI) has been named one of PLANADVISER’S Top 100 Adviser Teams in America. Nominated by several clients, vendors and peers, AWAI now qualifies for the PLANSPONSOR Retirement Plan Adviser Team of the Year award – a prestigious recognition the team almost brought home in 2014 when placing as a finalist just three years into AWAI’s existence.

Jeff Birdsell of ReverseVision Named MBA Tech All-Star by Mortgage Banking Magazine

SAN DIEGO, Calif., March 8, 2016 (SEND2PRESS NEWSWIRE) — Mortgage Banking magazine announced today in its March issue that Jeff Birdsell, CMB and Vice President of professional services for ReverseVision, Inc., is a 2016 Mortgage Bankers Association (MBA) Tech All-Star. Birdsell is among just nine industry innovators who received the prestigious award, which celebrates leaders who have made outstanding long-term contributions to the field of mortgage technology.

EPIC Way2Wellness Webinar: Dr. David Chenoweth to Address Health and Productivity Management (HPM)

SAN FRANCISCO, Calif., March 8, 2016 (SEND2PRESS NEWSWIRE) — Business leaders are too often faced with spiraling health costs that take a financial toll on their organization. However, these costs can be confronted through health and wellness programs that not only promote a healthier workplace, but also increase productivity. EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, today announced its Way2Wellness webinar on Health and Productivity Management (HPM) on Tuesday, March 15 from 10 a.m. to 11 a.m. PDT.

ARMCO ACES 5.0 Targets TRID Pain Points

POMPANO BEACH, Fla., March 7, 2016 (SEND2PRESS NEWSWIRE) — Leading web-based financial services quality control (QC) software provider ACES Risk Management (ARMCO) announced the release of a major upgrade to its flagship QC software system ACES Web Audit Technology(TM) (ACES) to improve overall functionality, while supporting lenders and originators still struggling with TRID compliance.

Titan Offers Servicing Transfer Management Services to Mortgage Servicers

DENVER, Colo., March 7, 2016 (SEND2PRESS NEWSWIRE) — Mortgage services expert Titan Lenders Corp. (Titan) announced it is now offering Servicing Transfer Management services to mortgage servicers and sub-servicers engaging in the transfer of mortgage assets and mortgage servicing rights (MSRs).

Pavaso Named to HousingWire 2016 HW TECH100

PLANO, Texas, March 4, 2016 (SEND2PRESS NEWSWIRE) — Pavaso, a provider of collaborative real estate technology, announced it has been named to HousingWire magazine’s 2016 HW TECH100(TM) list. The magazine selected Pavaso for this honor for its ability to connect ‘all parties in the real estate lifecycle – consumers, REALTORS, lenders and investors – to participate in a unified process that transforms the consumer’s experience and meets the CFPB’s customer service expectations.’

Simplifile Included in HousingWire 2016 HW TECH100

PROVO, Utah, March 3, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a provider of collaborative technology for lenders, settlement agents and counties, announced it has been named to HousingWire magazine’s 2016 HW TECH100(TM) list. In its March issue, HousingWire noted Simplifile’s dominance of the e-recording space and the release of its Collaboration and Post Closing solutions for lenders and settlement agents as reasons for the company’s inclusion on this year’s list.

ARMCO Announced as HW TECH100 Category Winner

POMPANO BEACH, Fla., March 3, 2016 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), a leading provider of web-based quality control software for the financial services industry, announced it has been included in the HousingWire HW TECH100(TM) list for the second year in a row. In addition, ARMCO received special recognition as the winner of the ‘Elegant Implementation’ category for its development of the ACES Analytics quality control (QC) benchmarking tool.

Capital Automotive Group welcomes Bobby Murray Chevrolet

RALEIGH, N.C., March 2, 2016 (SEND2PRESS NEWSWIRE) — Capital Automotive Group of North Carolina announced today the acquisition of Bobby Murray Chevrolet, 1820 Capital Blvd., Raleigh. The name will change to Capital Chevrolet. This brings to thirteen the number of auto brands represented by Capital.

Platinum Data Named to HousingWire’s HW TECH100 for Third Consecutive Year

ALISO VIEJO, Calif., March 1, 2016 (SEND2PRESS NEWSWIRE) — Platinum Data Solutions, a provider of valuation data and analytics solutions, has been included on HousingWire’s HW TECH100(TM) list for the third year of the three year old awards program.

EPIC adds Broker/Producer Steve Hall in Concord, CA

SAN FRANCISCO and CONCORD, Calif., Feb. 29, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Steve Hall has joined the firm as a property and casualty insurance broker/producer.

IDS Celebrates 30th Anniversary in 2016

SALT LAKE CITY, Utah, Feb. 25, 2016 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced the company will celebrate 30 years in business this year. The company plans to celebrate with various promotions and events throughout the year.

Pavaso’s Vice President of Partner Strategies and Government Affairs Elected to Co-Chair MISMO Workgroup

PLANO, Texas, Feb. 25, 2016 (SEND2PRESS NEWSWIRE) — Nancy G. Pratt, vice president of Partner Strategies and Government Affairs at real estate technology company Pavaso, was elected to serve as co-chair of the Mortgage Industry Standards Maintenance Organization (MISMO) eMortgage Workgroup at the organization’s Winter Summit in January.

EPIC Further Strengthens Northern California Construction Practice with the Addition of Trish Drew

SAN FRANCISCO and CONCORD, Calif., Feb. 25, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Trish Drew has joined the firm’s Northern California Construction Practice.

ACSIA Partners Alerts Americans to Plan for Alzheimer’s Long-Term Care Before It’s Needed

KIRKLAND, Wash., Feb. 24, 2016 (SEND2PRESS NEWSWIRE) — Today ACSIA Partners, a national distributor of long-term care insurance and education, recommends preemptive action against the impact of Alzheimer’s disease and other forms of dementia. ‘Cognitive decline is a big and growing reason Americans need long-term care,’ says Denise Gott, CEO, ‘and the best time to plan for it is before symptoms arise.’

EPIC’s Mark Niebuhr Honored as a 2016 Insurance Industry ‘Power Broker’

SAN FRANCISCO, Calif., Feb. 24, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Mark Niebuhr has been recognized as a 2016 Power Broker in the Manufacturing sector by Risk and Insurance Magazine.

Mid America Mortgage Hires Four Account Executives to Serve California, New Hampshire, Tennessee, Midwest

ADDISON, Texas, Feb. 17, 2016 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) Owner and Chief Executive Officer Jeff Bode announced the firm has hired four new account executives in its wholesale and correspondent lending division.

Bank of Southern California Announces Senior Vice President Promotions

SAN DIEGO, Calif., Feb. 17, 2016 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced the promotion of Marie Crivello and Debbie Marshall to Senior Vice President. Ms. Crivello joined Bank of Southern California in 2012 as Vice President, Client Relationship Manager. She has over 16 years of banking and client relationship management experience. Ms. Marshall joined the bank in 2011 as Vice President, Deposit Operations, bringing over 30 years of banking, compliance, and risk management experience to the bank.

DocMagic Unveils New Premium Rep and Warrant Offering Guaranteed TRID Compliance up to $5 Million

TORRANCE, Calif., Feb. 16, 2016 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, today announced the development of an extensive set of new reps and warrants for its calculations, documents and data, which provides peace of mind to lenders when it comes to compliance with the TRID rule.

EPIC adds Loss Control Consultant Joshua Allen, CSP, CFPS

SAN FRANCISCO, Calif., Feb. 10, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that risk control professional Joshua Allen has joined the firm as West Region Risk Management Loss Control Specialist. In this role, Allen will be responsible for providing comprehensive safety management and loss control services to EPIC’s larger, more complex ‘risk management’ clients.

Renee Crow Joins EPIC as Vice President, Hospitality Practice Leader in the West

SAN FRANCISCO, Calif., Jan. 27, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Renee Crow has joined the firm as Vice President and West Region Hospitality Practice Leader.

TriWest Healthcare Alliance Opens a New Operations Center in Jefferson Parish to Administer the Veterans Choice Program

HARAHAN, La., Jan. 26, 2016 (SEND2PRESS NEWSWIRE) — TriWest Healthcare Alliance welcomed employees to the company’s New Operations Center in Harahan, La. on Monday. TriWest serves the community health care needs of America’s veterans, alongside the Department of Veterans Affairs (VA) in administering the Veterans Choice Program.

New Study Identifies Companies Most Impacted by New FASB and IFRS Lease Accounting Rules

GREAT FALLS, Va., Jan. 26, 2016 (SEND2PRESS NEWSWIRE) — LeaseAccelerator, the leader in Equipment Lease Management software, published today a report listing the off-balance sheet lease obligations of the 500 largest U.S. public companies. The report, entitled “Who is Most Impacted by the New Lease Accounting Standards?” aims to provide greater awareness of the potential impact of the new lease accounting standards.

Clarence Bates Joins EPIC as Principal, Employee Benefits in Irvine, California

SAN FRANCISCO and LOS ANGELES, Calif., Jan. 21, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Clarence Bates has joined the firm as a Principal in the Employee Benefits Practice.

Austin ‘Wiggin’ Out’ Event Raises Awareness and Dollars to Help Fight Alzheimer’s Disease

AUSTIN, Texas, Jan. 20, 2016 (SEND2PRESS NEWSWIRE) — Wearing smiles and purple wigs, a gathering of normally serious professionals mingled festively in ‘Wiggin’ Out,’ a fundraising event held at Maggie Mae’s in Austin, Texas, Saturday evening, January 16. ‘We achieved two objectives,’ says Denise Gott, CEO of ACSIA Partners, hosts of the event. ‘First, we raised some money to help fight Alzheimer’s. And second, we raised awareness of the growing need for long-term care as the disease progresses.’

EPIC adds Cameron Rappleye in Sacramento

SAN FRANCISCO and SACRAMENTO, Calif., Jan. 20, 2016 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Sacramento native Cameron Rappleye has joined the firm as a property and casualty insurance broker/producer.

Titan Offers Trade Transaction Management Services to Mortgage Investors

DENVER, Colo., Jan. 19, 2016 (SEND2PRESS NEWSWIRE) — Mortgage services expert Titan Lenders Corp. (Titan) announced it is now offering Trade Transaction Management Services to investors looking to acquire mortgage assets. Through these services, Titan facilitates the administrative tasks and logistical management of acquiring a loan pool. Using its comprehensive mortgage process and compliance foundation, Titan works in collaboration with investors to provide a deeper understanding of the risks the investor is potentially acquiring.

LeaseAccelerator to Host Webinar on Spend Management for Equipment Leases

GREAT FALLS, Va., Jan. 19, 2016 (SEND2PRESS NEWSWIRE) — LeaseAccelerator, the leader in Equipment Lease Management Software, announced today that it will host a webinar on Spend Management for Equipment Leases. Drawing upon case studies from Fortune 500 companies, LeaseAccelerator will outline how savings of 6-8 percent can be achieved on leases in categories ranging from transportation and material handling to IT and office equipment.