Tag: finance News - Page 5
iEmergent CEO Laird Nossuli to present at Seattle’s inaugural Black Homeownership Symposium on January 26 | National News
SEATTLE, Wash. and DES MOINES, Iowa, Jan. 18, 2024 (SEND2PRESS NEWSWIRE) -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced that its CEO Laird Nossuli will present at Seattle's inaugural Black Homeownership Symposium on January 26. Dr. Courtney Johnson Rose, president of the National Association of Real Estate Brokers (NAREB), one of the oldest minority trade associations in the nation and its foremost network of Black real estate professionals, will unveil the findings of the first-ever Washington state edition of the State of Housing in Black America (SHIBA) report.
Realfinity Launches Dual-License Program for Real Estate Agents | National News
MIAMI, Fla., Jan. 18, 2024 (SEND2PRESS NEWSWIRE) -- Real-Finity, Inc. ("Realfinity") is excited to announce the availability of its Dual-License Program enabling the integration of mortgage services for real estate agents. In the dynamic and increasingly challenging environment of real estate, agents are now able to take advantage of this innovative solution to combat pressure on their commissions and enhance their value proposition by offering mortgage services.
Avenu Insights & Analytics Announces the Acquisition of Finvi’s State and Local Government Division | National News
CENTREVILLE, Va., Jan. 17, 2024 (SEND2PRESS NEWSWIRE) -- Avenu Insights & Analytics ("Avenu"), the global leader in revenue recovery and administrative solutions for state and local governments, is proud to announce the acquisition of Finvi's State and Local Government ("Finvi SLG") Division. This strategic move marks a significant expansion of Avenu's offerings and capabilities in serving state and local governments.
ACES Audit Volume Increases 24%, Hits Record High in 2023 | National News
DENVER, Colo., Jan. 17, 2024 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that, despite challenging mortgage market conditions, the company maintained a record growth path achieved over the last few years by adding more than a dozen of the leading lenders in the U.S. to its client roster in 2023.
Optimal Blue PPE Now Available in Native Mobile App for Android and iOS, Gives Loan Officers ‘Pricing in Their Pocket’ With...
PLANO, Texas, Jan. 16, 2024 (SEND2PRESS NEWSWIRE) -- Today, Optimal Blue announced releases related to its publicly listed, native mobile app for the Optimal Blue PPE - the industry's most widely used product, pricing, and eligibility engine. The releases consist of a new mobile app for Android, as well as enhancements to the company's mobile offering for iOS.
Optimal Blue Originations Market Monitor: December Brought Significant Growth in Rate/Term Refinance Volume as Falling Rates Created Favorable Tailwinds | National...
PLANO, Texas, Jan. 15, 2024 (SEND2PRESS NEWSWIRE) -- Today, Optimal Blue announced the release of its Originations Market Monitor report, looking at mortgage origination data through December month-end. Leveraging daily rate lock data from the Optimal Blue PPE - the industry's most widely used product, pricing, and eligibility engine - the Originations Market Monitor provides a comprehensive and timely view into origination activity.
Matrix Advises on the Sale of Bobby Taylor Oil Company, Inc. & T&S Transport, Inc. to Parker Oil Company | National...
RICHMOND, Va. and BALTIMORE, Md., Jan. 11, 2024 (SEND2PRESS NEWSWIRE) -- Matrix Capital Markets Group, Inc. ("Matrix"), a leading, independent investment bank, announces the successful closing on the sale of Bobby Taylor Oil Company, Inc. and T&S Transport, Inc. ("BTOC" or the "Company") to Parker Oil Company Incorporated. Based in Fayetteville, North Carolina, BTOC is a leading supplier of retail propane, commercial refined fuels, and racing gas to a diverse customer base of residential and commercial accounts throughout the state of North Carolina.
Legacy Wealth Advisors has been named to the 2nd annual Forbes 2024 Best-in-State Wealth Management Teams list | National News
WARRENVILLE, Ill., Jan. 9, 2024 (SEND2PRESS NEWSWIRE) -- Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the 2nd annual Forbes Best-in-State Wealth Management Teams list* for 2024! Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.
Leading Travel Insurance Comparison Site TravelInsurance.com Has Surpassed 100,000 Customer Reviews on Shopper Approved | National News
NEW YORK, N.Y., Jan. 8, 2024 (SEND2PRESS NEWSWIRE) --- TravelInsurance.com today announced surpassing 100,000 customer reviews on Shopper Approved, a rapidly growing review platform in the United States. The verified reviews led to a 4.9 out of 5 stars rating, with over 96,000 perfect 5-star ratings. TravelInsurance.com has the highest third-party reviews in the travel insurance industry.
Down Payment Resource’s Executive Vice President Sean Moss honored in National Mortgage Professional’s 2024 Industry Titans awards program | National News
ATLANTA, Ga., Jan. 3, 2024 (SEND2PRESS NEWSWIRE) -- Down Payment Resource (DPR), the housing industry's leading technology for connecting home buyers with homebuyer assistance programs, today announced its Executive Vice President of Product and Operations Sean Moss has been selected as an Industry Titan by National Mortgage Professional (NMP) magazine. The award recognizes experienced professionals who show exceptional dedication, compassion and integrity who are improving the mortgage industry for both industry professionals and the clients they serve.
Floify joins ACUMA to help credit unions elevate the member homebuying experience | National News
BOULDER, Colo., Jan. 3, 2024 (SEND2PRESS NEWSWIRE) -- Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced that it has joined the American Credit Union Mortgage Association (ACUMA) as an affiliate member. Through its membership, Floify aims to help credit unions engage their members with an elevated home financing experience while supporting streamlined loan production with cost-saving tools.
Alliance Group and Four-Time Olympian Chaunté Lowe Join Forces for 2024 Living Benefits Awareness Month, National Life Group Joins as Co-Sponsor...
LAWRENCEVILLE, Ga., Dec. 21, 2023 (SEND2PRESS NEWSWIRE) -- Alliance Group, a leading IMO in the insurance industry, is thrilled to announce an exciting partnership with four-time Olympian and American high jump record holder, Chaunté Lowe, for Living Benefits Awareness Month (LBAM) in January 2024. In a demonstration of their shared commitment to spreading consumer awareness about Living Benefits, National Life Group has also stepped in as a co-sponsor of this pivotal event.
Argyle’s investments in innovation spur over 50 lenders to switch to the mortgage industry’s highest-converting VOI/E platform | National News
NEW YORK CITY, N.Y., Dec. 20, 2023 (SEND2PRESS NEWSWIRE) -- Argyle, a platform providing automated income and employment verifications for some of the largest lenders in the United States, closed a banner year of mortgage growth with 50 new IMB, credit union and bank customers. The payroll connectivity leader more than doubled the annual volume of income and employment verifications conducted on behalf of its customers to 1.5 million with the help of 15 of the top 100 mortgage lenders.
Matrix Announces the Sale of Santmyer Companies, Inc.’s Convenience Retail and Branded Dealer Wholesale Businesses | National News
RICHMOND, Va. and BALTIMORE, Md., Dec. 18, 2023 (SEND2PRESS NEWSWIRE) -- Matrix Capital Markets Group, Inc. ("Matrix"), a leading, independent investment bank, announces that it has advised Santmyer Companies, Inc. ("Santmyer" or the "Company") on the sale of its Red Rover convenience retail stores to Par Mar Oil Company and its branded dealer wholesale business to Countywide Petroleum Company (subsidiaries of Croton Holdings Co.). Santmyer is a leading privately-owned and family operated full-service distributor whose primary offerings include diesel, gasoline, propane, lubricants, diesel exhaust fluid and logistics services.
Legacy Mutual Selects LenderLogix’s QuickQual to Improve Transparency and Responsiveness During Mortgage Borrowers’ Home Search | National News
BUFFALO, N.Y., Dec. 18, 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 Legacy Mutual Mortgage has selected its pre-approval letter generation tool QuickQual to provide borrowers with a white-labeled, digitally-driven entry point into their homebuying experience.
Down Payment Resource donates $10,000 to help an Atlantan buy a home this holiday season | National News
ATLANTA, Ga., Dec. 18, 2023 (SEND2PRESS NEWSWIRE) -- Down Payment Resource (DPR), the housing industry's leading technology for connecting home buyers with homebuyer assistance programs, today announced a $10,000 donation to the Atlanta Neighborhood Development Partnership to be used as a grant to help an eligible homebuyer working with the local nonprofit housing agency.
ACES Q2 2023 Mortgage QC Trends Report Finds Critical Defect Rate Declines for Third Consecutive Quarter | National News
DENVER, Colo., Dec. 14, 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 second quarter (Q2) of 2023. The latest report analyzes post-closing quality control data derived from ACES Quality Management & Control® software.
Financial Advisor Keith Eckhardt of Edward Jones Receives CERTIFIED FINANCIAL PLANNER Certification | National News
COLORADO SPRINGS, Colo., Dec. 12, 2023 (SEND2PRESS NEWSWIRE) -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).
Wells Fargo Partners with Award-Winning Online Fan-Athlete Community, HANG, to Connect HBCU Fans and Stars for The Celebration Bowl | National...
NEW YORK, N.Y., Dec. 12, 2023 (SEND2PRESS NEWSWIRE) -- Wells Fargo, in partnership with the award-winning fan-athlete community, HANG, will bring a one-of-a-kind watch-party game experience to HBCU fans for the storied match-up between Howard University and Florida A&M at the Celebration Bowl on December 14, 2023. Actor and former NFL linebacker Isaac Keys (Morehouse); NFL Hall of Famer Aeneas Williams (Southern); Miami Dolphins star Terron Armstead (UAPB), Tampa Bay Buccaneers offensive lineman Nick Leverett (North Carolina Central) and pro basketball player Shakyla Hill (Grambling) will be among the HBCU notables who will celebrate the HBCU experience while discussing the game with fans around the country.
FormFree president Eric Lapin to speak on artificial intelligence at MISMO Winter Summit | National News
ATHENS, Ga., Dec. 12, 2023 (SEND2PRESS NEWSWIRE) -- FormFree® today announced its President Eric Lapin has been selected to speak at the MISMO Winter Summit taking place January 8-11, 2024, at The Woodlands Resort just outside of Houston, Texas. Lapin will speak on a panel titled "Demystifying Artificial Intelligence, Digital Identity and Blockchain" during a brown-bag lunch session on January 9 from 12:30 pm-1:25 pm CT. He will be joined by fellow panelists Devin Caster, principal, product solutions at CoreLogic; Rishi Godse, principal technical architect at USAA; and Shawn Jobe, vice president and head of business development at Informative Research.
Argyle partners with Dark Matter to bring seamless direct-source income and employment verifications to Empower LOS customers | National News
NEW YORK CITY, N.Y., Dec. 12, 2023 (SEND2PRESS NEWSWIRE) -- Argyle, a platform providing automated income and employment verifications for some of the largest lenders in the United States, announced today its integration with the Exchange, an interconnected network of mortgage-specific service providers available to customers of the Empower® loan origination system (LOS) from Dark Matter Technologies. This collaboration simplifies the income and employment verification process for lenders, further amplifying the cost and time-saving benefits of digital borrower verification.
EnergyCAP Recognized as a Leader in Energy Management Software by Independent Research Firm | National News
BOALSBURG, Pa., Dec. 11, 2023 (SEND2PRESS NEWSWIRE) -- EnergyCAP, a leading provider of energy and sustainability enterprise resource planning (ERP) software, proudly announces its prestigious placement in the top right leader quadrant of the Verdantix Green Quadrant: Energy Management Software 2023. This accolade underscores EnergyCAP's commitment to delivering innovative and effective solutions in the energy & sustainability management sector.
Enhanced integration between the Empower LOS and DocMagic adds support for home equity, wholesale channels | National News
JACKSONVILLE, Fla., Dec. 11, 2023 (SEND2PRESS NEWSWIRE) -- Dark Matter Technologies (Dark Matter), an innovative new leader in mortgage technology backed by time-tested loan origination software and leadership, today announced significant enhancements to the integration between the comprehensive Empower® loan origination system (LOS) and DocMagic's document generation solution.
FormFree appoints Solvent CEO DIVINE as head of culture | National News
ATHENS, Ga., Dec. 6, 2023 (SEND2PRESS NEWSWIRE) -- FormFree® today announced the appointment of former hip-hop/rap recording artist-turned-techpreneur Victor D. Lombard, professionally known as DIVINE, as head of culture. DIVINE is the CEO and founder of Solvent, a fintech focused on financial empowerment for marginalized groups.
Floify launches comprehensive lending platform for mortgage brokers | National News
BOULDER, Colo., Dec. 4, 2023 (SEND2PRESS NEWSWIRE) -- Floify, the mortgage industry's leading point-of-sale (POS), today announced the launch of Floify Broker Edition, an easy-to-use, one-stop lending platform for mortgage brokers. Built on the foundation of the classic Floify POS platform, Broker Edition has been thoughtfully configured to make managing loans simpler at an accessible price point.
Argyle CEO Shmulik Fishman named a 2023 HousingWire Tech Trendsetter | National News
NEW YORK CITY, N.Y., Dec. 1, 2023 (SEND2PRESS NEWSWIRE) -- Argyle, a platform providing automated income and employment verifications for some of the largest lenders in the United States, announced today that CEO Shmulik Fishman has been named to HousingWire's list of 2023 Tech Trendsetters. Now in its fifth year, the Tech Trendsetters award honors the 50 most impactful executives, product leaders and professionals shaping innovation in the mortgage and real estate industries.
LenderLogix Co-Founder and Chief Technology Officer Scott Falbo named a 2023 HousingWire Tech Trendsetter | National News
BUFFALO, N.Y., Dec. 1, 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 Co-founder and Chief Technology Officer Scott Falbo has been selected by HousingWire as a 2023 Tech Trendsetter Award winner. In its fifth year, HousingWire's Tech Trendsetters award recognizes the most impactful and innovative technology leaders serving the housing economy.
Strategic Benefits Advisors hires industry veteran Michael Yaschik as a senior benefits consultant | National News
ATLANTA, Ga., Nov. 29, 2023 (SEND2PRESS NEWSWIRE) -- Strategic Benefits Advisors (SBA) today announced the appointment of Michael Yaschik as a senior benefits consultant. In this role, Yaschik will counsel SBA's clients as they navigate both strategic benefits initiatives and everyday administration of their pension, 401(k) and health and welfare (H&W) plans.
Encompass Lending Group Adds LiteSpeed and QuickQual from LenderLogix to Its Digital Mortgage Tech Stack | National News
BUFFALO, N.Y., Nov. 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 Encompass Lending Group, a wholly owned subsidiary of Fathom Holdings Inc. (Nasdaq: FTHM), has selected its streamlined point-of-sale (POS) platform LiteSpeed and QuickQual, a loan origination system (LOS) add-on that allows prospective borrowers and real estate agents to run payment and closing costs scenarios.
Publix Employees Federal Credit Union inks contract with Dark Matter Technologies to modernize mortgage operations | National News
JACKSONVILLE, Fla., Nov. 28, 2023 (SEND2PRESS NEWSWIRE) -- Dark Matter Technologies (Dark Matter), an innovative new leader in mortgage technology backed by time-tested loan origination software and leadership, today announced a contract with Lakeland, Florida-based Publix Employees Federal Credit Union (PEFCU). The signing is the first under Dark Matter's new corporate structure and reflects the growing footprint of the company's popular Empower(r) Loan Origination Platform in the credit union sector.
FormFree welcomes MX Founder and Executive Chair Ryan Caldwell to its board of directors | National News
ATHENS, Ga., Nov. 28, 2023 (SEND2PRESS NEWSWIRE) -- FormFree® today announced the appointment of MX Technologies, Inc. (MX) Founder and Executive Chair Ryan Caldwell to its board of directors. Caldwell brings more than 20 years of experience in financial services and fintech, helping organizations around the world harness the power of financial data to improve business and consumer outcomes.
Floify taps Courtney Dodd as head of marketing to reinvigorate brand presence | National News
BOULDER, Colo., Nov. 27, 2023 (SEND2PRESS NEWSWIRE) -- Floify, the mortgage industry's leading point-of-sale solution, today announced that Courtney Dodd has joined its team as head of marketing. With 12 years of experience in the mortgage sector, Dodd is set to spearhead Floify's marketing initiatives and reinforce its position as an innovator in the field.
Baird Joins Agile’s Growing Broker-Dealer Network | National News
PHILADELPHIA, Pa., Oct. 17, 2023 (SEND2PRESS NEWSWIRE) -- Agile, a groundbreaking fintech bringing mortgage lenders and broker-dealers onto a single electronic platform, is excited to announce that Baird, an international financial services firm, has joined Agile's broker-dealer network.
3D Chess Media Unveils the Latest Analysis of the Evolving Car Extended Warranty Landscape in the Age of Electric and Autonomous...
LAS VEGAS, Nev., Nov. 17, 2023 (SEND2PRESS NEWSWIRE) -- In a comprehensive industry analysis, 3D Chess Media has released a detailed report on the significant shifts occurring in the car extended warranty market, driven by the rapid evolution of electric and autonomous vehicles. This in-depth exploration sheds light on the changing dynamics of automotive warranties in response to new technological advancements.
CUSO Home Lending rolls out Dark Matter’s Empower LOS to support mortgage and home equity products | National News
JACKSONVILLE, Fla., Nov. 16, 2023 (SEND2PRESS NEWSWIRE) -- CUSO Home Lending has made Empower LOS, a cloud-based loan origination system from Dark Matter Technologies (Dark Matter), available to its credit union owners. CUSO Home Lending is the first credit union service organization to leverage Empower's newly developed joint-venture feature, which allows credit unions to offer individualized branding, products and pricing while taking advantage of the efficiency and cost savings of their CUSO's shared services model.
Matrix Announces the Successful Sale of Day Motor Sports, LLC | National News
RICHMOND, Va. and BALTIMORE, Md., Nov. 14, 2023 (SEND2PRESS NEWSWIRE) -- Matrix Capital Markets Group, Inc. ("Matrix"), a leading, independent investment bank, is pleased to announce the sale of Day Motor Sports, LLC ("Day Motor Sports" or the "Company") to Chief Executive Officer Dan Hamilton and Chief Financial Officer Stacy Hamilton. Prior to the sale, Day Motor Sports was owned by funds managed by Gen Cap America, Inc. ("Gen Cap"), a private investment firm headquartered in Nashville, Tennessee.
MMI names Brian McKray as its new Vice President of Product | National News
SALT LAKE CITY, Utah, Nov. 14, 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 Brian McKray has been promoted to Vice President of Product.
Matrix Announces the Successful Sale of Coborn’s, Inc.’s Holiday Franchised Fuel and Convenience Stores | National News
RICHMOND, Va. and BALTIMORE, Md., Nov. 10, 2023 (SEND2PRESS NEWSWIRE) -- Matrix Capital Markets Group, Inc. ("Matrix"), a leading, independent investment bank, announces that it has advised Coborn's, Inc. ("Coborn's" or the "Company") on the sale of its 14 Holiday franchised fuel and convenience stores and one developmental site to Holiday Stationstores, LLC.
Down Payment Resource highlights 61 down payment assistance programs offering up to $120,000 in funds for Veterans and service members |...
ATLANTA, Ga., Nov. 10, 2023 (SEND2PRESS NEWSWIRE) -- Down Payment Resource (DPR), the housing industry authority on homebuyer assistance program data and solutions, is highlighting homebuyer assistance programs to support Veterans, service members and their surviving spouses in conjunction with Veterans Day and Military Family Appreciation Month, both observed in November.
Mortgage Machine Appoints Crystal Stanton to manage Customer Success and Onboarding | National News
ADDISON, Texas, Nov. 9, 2023 (SEND2PRESS NEWSWIRE) -- Mortgage Machine Services, an industry leader in digital origination technology to residential mortgage lenders, today announced its appointment of Crystal Stanton to manage customer success and onboarding. Crystal brings more than 20 years of customer success experience to her role, with over a decade dedicated to the mortgage industry.
Down Payment Resource reports housing authorities rolled out 54 homebuyer assistance programs in Q3 and are funding buydowns to offset home...
ATLANTA, Ga., Nov. 8, 2023 (SEND2PRESS NEWSWIRE) -- Down Payment Resource (DPR), the housing industry authority on homebuyer assistance program data and solutions, reports that homebuyer assistance program administrators are responding to the mounting home affordability crisis by rapidly rolling out new homebuyer assistance programs and funding buydowns.
MMI Ranked 427th Fastest-Growing Company in North America on the 2023 Deloitte Technology Fast 500™ | National News
SALT LAKE CITY, Utah, Nov. 8, 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 it ranked No. 427 on the Deloitte Technology Fast 500™, a ranking of the fastest-growing technology, media, telecommunications, life sciences, fintech and energy tech companies in North America, now in its 29th year. MMI grew 285% during this period.
Dovenmuehle Adds Loss Draft Notification and Secure Messaging Features to Its Borrower-Facing Mortgage Subservicing Platform | National News
LAKE ZURICH, Ill., Nov. 8, 2023 (SEND2PRESS NEWSWIRE) -- Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading mortgage subservicing company, announced today that it has released two new features that provide transparency and improve communication through the company's borrower-facing web and mobile applications.
Toyota Partnership with HANG Media Targets Niche Segments, Generates Wide Audience | National News
NEW YORK, N.Y., Nov. 7, 2023 (SEND2PRESS NEWSWIRE) -- Toyota and HANG, the leading direct-to-consumer fan platform, are deploying innovative media approaches this sports season that are driving audience levels higher than television, with deeper data insights and engagement. To introduce its first-ever Grand Highlander SUV to targeted Black and Indian expat consumers, Toyota and its agencies, Burrell and InterTrend, have leveraged HANG's unique second-screen experiences to power deep engagement across more than 1 million views.
Millionaire Mastermind Academy Receives Grant from Truist Foundation to Support Diverse Entrepreneurs | National News
ATLANTA, Ga., Nov. 2, 2023 (SEND2PRESS NEWSWIRE) -- The Millionaire Mastermind Academy announced it received a recent grant from Truist Foundation to support program operations, technical assistance, and support services for diverse entrepreneurs. The academy has helped over 8,000 women entrepreneurs develop and grow businesses nationwide.
Matrix Announces the Successful Sale of Springer Eubank Company, Inc. | National News
RICHMOND, Va. and BALTIMORE, Md., Nov. 2, 2023 (SEND2PRESS NEWSWIRE) -- Matrix Capital Markets Group, Inc. ("Matrix"), a leading, independent investment bank, announces that it has advised Wilmington, NC-based Springer Eubank Company, Inc. and its affiliates ("Springer Eubank" or the "Company") on the sale of the Company's assets including the travel center & convenience & gas division ("TC&G Division") and its delivered fuels and fuel transport divisions to an affiliate of Petroleum Marketing Group, Inc.
LTC News Introduces New Comprehensive National Long-Term Care Provider Directory | National News
LA GRANGE, Ill., Nov. 1, 2023 (SEND2PRESS NEWSWIRE) -- LTC News, a premier online destination for news and information on aging, caregiving, health, long-term care and retirement planning, announces the launch of an extensive online long-term care directory. This new resource connects individuals and families to a host of quality long-term care providers across the country.
Financial Advisor Frank Wynne of Edward Jones Receives Certified Private Wealth Advisor® Designation | National News
COLORADO SPRINGS, Colo., Oct. 27, 2023 (SEND2PRESS NEWSWIRE) -- Financial Advisor Frank Wynne in Colorado Springs, Colorado has achieved the Certified Private Wealth Advisor®, or CPWA®, designation through the Investments & Wealth Institute®. Coursework was provided by the Yale School of Management.
HilltopSecurities Joins Agile’s Growing Broker-Dealer Network | National News
PHILADELPHIA, Pa., Oct. 26, 2023 (SEND2PRESS NEWSWIRE) -- Agile, a groundbreaking fintech bringing mortgage lenders and broker-dealers onto a single electronic platform, is excited to announce that HilltopSecurities, a full-service investment bank and wealth advisory firm, has joined Agile's broker-dealer network.
Secured Signing Approved to Provide Remote Online Notarization (RON) Platform for Delaware Notaries | National News
WILMINGTON, Del., Oct. 25, 2023 (SEND2PRESS NEWSWIRE) -- Secured Signing, a leading provider of Remote Online Notarization (RON) solutions for Real Estate, Legal, Generic Notary transactions, is delighted to announce its official Approved Technology Providers as a RON solution for Delaware Notaries. With this approval, notaries can seamlessly utilize Secured Signing to notarize documents for their clients online, all from the convenience of their homes or offices.
