Finance News - Page 88

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.

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.

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.

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.

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.

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.

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.’

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.

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.

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.

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.

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.

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.

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.

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, 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

PLANO, Texas, Oct. 13, 2015 (SEND2PRESS NEWSWIRE) — Pavaso, a provider of digital collaborative technology for the real estate lifecycle, announced it is co-hosting an event with leading mortgage document preparation provider International Document Services (IDS) during the Mortgage Bankers Association’s (MBA’s) 102nd Annual Convention and Expo in San Diego later this month. The event, ‘eClosing All-Stars,’ will be held on Sunday, Oct. 18 at Petco Park.

SAN FRANCISCO, Calif., Oct. 13, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants has announced a mutually beneficial transaction of certain books of business to Alliant Insurance Services, including the customers of David Alvarado and a group of employees who came to EPIC in 2009 through the acquisition of VRT Insurance Services.

CORAL SPRINGS, Fla., Oct. 13, 2015 (SEND2PRESS NEWSWIRE) — PitBullTax Software version 3.0 is now available. Designed for tax professionals who are seeking to take their tax resolution business to the next level, this new and more robust version packs one mean bite. With the available fully integrated IRS transcript delivery, analysis and reporting module, it continues to raise the bar as the nation’s leading IRS tax resolution software for CPAs, enrolled agents and tax attorneys.

PLANO, Texas, Oct. 12, 2015 (SEND2PRESS NEWSWIRE) — Real estate technology company Pavaso today announced the completion of its pioneering end-to-end digital process for the industry with the addition of its sales contract negotiation tool for real estate agents. The tool allows the deal to start digitally and flow through their established process with lenders and settlement agents, creating a unified modern experience for consumers.

ADDISON, Texas, Oct. 9, 2015 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) owner and Chief Executive Officer Jeff Bode announced John Rhode has joined the company as an account executive in the wholesale and correspondent lending division. Rhode brings 24 years of wholesale lending experience to Mid America and will be focused on the metro-Chicago area and surrounding markets.

PLANO, Texas, Oct. 2, 2015 (SEND2PRESS NEWSWIRE) — Pavaso, a provider of electronic collaborative technology for the real estate lifecycle, announced the availability of IDMAXX(SM), an identity validation/character reference tool that further enhances their end-to-end digital real estate process. The tool is currently in beta and being offered to users free of charge until the end of 2015.

TORRANCE, Calif., Oct. 1, 2015 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that PHH Mortgage (PHH), one of the largest providers of residential mortgages in the United States, has signed a multi-year license agreement to use its expansive set of products to help ensure compliance with the TILA-RESPA Integrated Disclosure (TRID) rule.

SAN DIEGO, Calif., Sept. 29, 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 hired Paul Yarbrough to manage new client on-boarding, its secondary marketing technology, and solution training.

LANSDALE, Pa., Sept. 29, 2015 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of web-based compliant valuation management software, announced that it has hired Mac Chiles as executive vice president of sales. In this role, he will be responsible for managing the company’s sales and business development functions for its eTrac(R) Enterprise valuation management platform and ancillary solutions.

SAN FRANCISCO, Calif., Sept. 28, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Tammy Mission has been recognized as a ‘Young Gun’ by Insurance Industry America Magazine.