Tag: finance News - Page 9
EPIC Expands Life and Executive Benefits Platform with Acquisition of The National Benefit Corp
WEST DES MOINES, Iowa and SAN FRANCISCO, Calif., Oct. 3, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants ("EPIC") announced today that it has acquired The National Benefit Corp ("TNBC"). The acquisition further expands EPIC's geographic footprint in the Midwest across its life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella.
After, Inc. Announces the Launch of QuickClaim® – Its Best-in-Class Claims and Returns Management System
NORWALK, Conn., Oct. 3, 2022 (SEND2PRESS NEWSWIRE) -- After, Inc., a global leader in post-sale customer experience technology, just announced the launch of QuickClaim®, a cloud-based, claims and returns management system. QuickClaim is one of five post-sale customer experience platforms that After, Inc. calls its QuickSuite®.
Mover’s Choice and Move For Hunger Renew Partnership to Fight Hunger During Difficult Times
NEPTUNE CITY, N.J., Sept. 29, 2022 (SEND2PRESS NEWSWIRE) -- Mover's Choice, a specialty moving and storage insurance program, and Move For Hunger, a national hunger relief non-profit organization, have renewed their partnership which will help to provide more than 25,000 meals to communities in need.
MMI welcomes Justin Bird as Creative Director
SALT LAKE CITY, Utah, Sept. 26, 2022 (SEND2PRESS NEWSWIRE) -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced Justin Bird has joined the firm as its new creative director. Bird joins MMI from Black Knight, where he was the creative director for nearly nine years.
CEO Lee Duncan Marks 20 Years at Alliance Group
ATLANTA, Ga., Sept. 23, 2022 (SEND2PRESS NEWSWIRE) -- Alliance Group CEO Lee Duncan celebrated 20 years of service at the company on September 23rd. In his time at Alliance Group, the life insurance marketing organization has flourished, establishing themselves as a leading IMO for independent life insurance agents and agencies.
INSIDE Public Accounting Names KROST Best of the Best Firm and 2022 Top 100 Firm
PASADENA, Calif. /California Newswire/ -- KROST CPAs & Consultants was recognized as the Best of the Best Firm and Top 100 Firm by INSIDE Public Accounting in 2022. Based on revenue, KROST was ranked 75th among the largest firms in the country, out of nearly 600 firms. With a net revenue of greater than $65 million, KROST was able to rise from the firm's previous ranking of 81st in 2021's IPA Survey and Analysis of Firms.
Klingenstein Fields Advisors named to Barron’s Top 100 RIA Firms for 2022
NEW YORK, N.Y., Sept. 20, 2022 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $5.0 billion in assets under management (AUM) as of 12/31/21, has been named to Barron's Top 100 Registered Investment Advisor (RIA) Firms for 2022. This is Barron's seventh annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.
Financial Advisor Jennifer Oliverio co-hosts one of Edward Jones’ Centennial celebrations in Pueblo Colorado
PUEBLO, Colo., Sept. 19, 2022 (SEND2PRESS NEWSWIRE) -- St. Louis-based financial services firm Edward Jones celebrates its Centennial, marking a century of transformative growth and the positive impact it has made for clients, colleagues, communities, and society. This year and beyond, Edward Jones' more than 50,000 colleagues across North America will join in activities that celebrate this monumental milestone and set the stage for the continued growth of the firm's impact in the next 100 years.
San Antonio Board of REALTORS® implements Down Payment Resource to raise Realtor and homebuyer awareness of down payment assistance programs
ATLANTA, Ga., Sept. 15, 2022 (SEND2PRESS NEWSWIRE) -- The San Antonio Board of REALTORS® (SABOR) today announced that it has partnered with Down Payment Resource (DPR) to provide its approximately 16,000 multiple listing service (MLS) subscribers with access to DPR's toolset that helps real estate agents connect clients with programs that can help save on down payments and closing costs.
After, Inc.’s QuickSuite® Receives the TWICE VIP 2022 Award
NORWALK, Conn., Sept. 14, 2022 (SEND2PRESS NEWSWIRE) -- After, Inc. announced today that it received the TWICE VIP Award 2022 for its QuickSuite® post-sale customer experience technology. The TWICE VIP Awards are the only awards voted on exclusively by TWICE's audience of top consumer technology retailers and distributors, celebrating the best features, design, and value that new products are bringing to the market.
Critical Defect Rate Declined in Q1 2022 Per ACES Quality Management Mortgage QC Industry Trends Report
DENVER, Colo., Sept. 12, 2022 (SEND2PRESS NEWSWIRE) -- ACES Quality Management(r) (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 first quarter (Q1) of 2022. The latest report analyzes post-closing quality control data derived from ACES Quality Management & Control(r) software.
Bellvue Rush Is Bringing the Investment Strategies of the 1 Percent to Everyone
DELRAY BEACH, Fla., Sept. 9, 2022 (SEND2PRESS NEWSWIRE) -- Bellvue Rush announced today that the options that have only been available to the highest earners must now be made accessible to everyone. The plan is to do so through access to information, as that has only been available to those with the best accountants to date.
Rich LaBarca joins Sales Boomerang and Mortgage Coach as Chief Product and Technology Officer
OWINGS MILLS, Md., and IRVINE, Calif., Sept. 8, 2022 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced the appointment of Rich LaBarca to the role of Chief Product and Technology Officer.
#HousingDC22 Annual Housing Champion: Frank Nothaft
WASHINGTON, D.C., Sept. 8, 2022 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies Founder & CEO Faith Schwartz today announced this year's Housing Champion Award recipient is the late Frank Nothaft. Each year Housing Finance Strategies reviews a short list of candidates for the prestigious Housing Champion award and announces the winner at the #HousingDC conference.
MCT releases MCTlive! Lock Volume Indices for August 2022
SAN DIEGO, Calif. /California Newswire/ -- MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for August 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.
NER Announces Hire of George Schulz as Managing Director, Program Development
AVON, Conn., Sept. 7, 2022 (SEND2PRESS NEWSWIRE) -- New Energy Risk (NER), a wholly-owned division of Paragon Insurance Group, today announced the hire of George Schulz as Managing Director, Program Development, in the latest confirmation of Paragon's commitment to continuing investment in the green technology space.
Financial Center First Credit Union Selects ACES Quality Management & Control to Improve Consumer Loan Quality
DENVER, Colo., Sept. 7, 2022 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that Financial Center First Credit Union (FCFCU) has selected ACES' flagship audit platform ACES Quality Management & Control® Software to support quality control (QC) audits for FCFCU's consumer lending channels.
MMI announces its newest Regional Director of Growth, Heidi Iverson
SALT LAKE CITY, Utah, Sept. 7, 2022 (SEND2PRESS NEWSWIRE) -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced that Heidi Iverson has joined the organization as a regional director of growth. In this position, Iverson will consult and strategize with MMI's clientele which now includes more than 40 of the top 50 lenders in the nation, to identify growth opportunities to drive adoption and increase return on investment (ROI).
EPIC Welcomes Parker Rains – Adds to Middle Market Property & Casualty Practice
NASHVILLE, Tenn. and SAN FRANCISCO, Calif., Sept. 6, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Parker Rains has joined the firm as Managing Principal within its Property & Casualty Practice.
INC. 5000 Ranks Mortgage Capital Trading, Inc. (MCT®) On Its 2022 Fastest Growing Private Companies List For 11th Time
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that Inc. 5000 named MCT to its 2022 list of winners for the nation's fastest-growing private companies. MCT ranked number 4713 with three-year sales growth of 90% percent. This is the second year in a row that MCT made Inc. 5000's list and the company's 11th year making the list since its inception.
Paragon Insurance Holdings Announces Acquisition of Reel Media, Further Expanding Firm’s Reach into Global Specialty Marketplace
AVON, Conn., Sept. 1, 2022 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings, LLC, in its continuing bid to diversify and expand into the global specialty markets, today announces the acquisition of Reel Media, LLC, a leading provider of insurance solutions for the broader entertainment and sports industries.
Sales Boomerang and Mortgage Coach’s Rachel Cunningham and Jacob Gibbs named 2022 HW Insiders by HousingWire Magazine
OWINGS MILLS, Md. and IRVINE, Calif., Sept. 1, 2022 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced two of its employees - Director of Customer Success Rachel Cunningham and VP of Technology Jacob Gibbs - have been recognized by HousingWire in its 2022 HW Insiders awards program.
ACES Quality Management’s Sharon Reichhardt selected as a 2022 Insider by HousingWire Magazine
DENVER, Colo., Sept. 1, 2022 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced Executive Vice President of Operations Sharon Reichhardt has been honored by HousingWire magazine in its annual Insiders awards program.
TMC Emerging Technology Fund LP invests in Willow Servicing, participates in a $6 million seed round
SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative (TMC), the nation's largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP (the "Fund") recently participated in a $6 million seed round for Willow Servicing. The round was led by Thomvest Ventures, with participation from Global Asset Capital, Webb Investment Network and Zigg Capital.
Matthew Weber and Jonathan Louie Appointed to LA-based KROST Principal in Development Program
Matthew Weber and Jonathan Louie Appointed to KROST's Principal in Development ProgramLOS ANGELES, Calif. /California Newswire/ -- Los Angeles-based CPA firm, KROST CPAs & Consultants, appoints Matthew Weber, CPA, MAcc, and Jonathan Louie, CPA, MST, to join KROST's Principal in Development (PID) program.
FormFree integrates with Docutech to streamline loan production with VOA and VOI/E capture
ATHENS, Ga., Aug. 29, 2022 (SEND2PRESS NEWSWIRE) -- FormFree® today announced the integration of AccountChek®, a service that allows lenders to verify borrowers' assets, income, employment and rent payment history, with Solex®, a comprehensive eDelivery, eSign, eClose and eVault platform from Docutech®, a First American company.
MMI ranks No. 11 on Utah Fast 50 list of fastest-growing companies
SALT LAKE CITY, Utah, Aug. 26, 2022 (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 ranks No. 11 on the 2022 Utah Business list of fastest growing companies in the state.
For 2022, DocMagic Earns a Second Consecutive Spot on the Inc. 5000 List of Fastest-Growing Private Companies
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that it again made Inc. 5000's list of fastest-growing private companies for 2022.
Roger Guilian, Former Counsel and Risk Management Expert for ENR Top 100 Engineering Firm, Bolsters Greyling Division of EPIC
ALPHARETTA, Ga. and FAIRHOPE, Ala., Aug. 24, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Roger Guilian, J.D., has joined the firm's Greyling division as Senior Vice President, Risk Management.
Blaylock Van Partners to Support 2nd Annual United Diversity Business Summit
PHOENIX, Ariz., Aug. 22, 2022 (SEND2PRESS NEWSWIRE) -- Blaylock Van, LLC, the nation's longest continuously operating Black-owned investment bank, will serve as a sponsorship partner for the 2nd annual United Diversity Business Summit, Presented by Thinkzilla Consulting Group & The City of Scottsdale. The Sept. 14 summit will convene diverse business leaders and entrepreneurs across Arizona.
FormFree and Finastra partnership streamlines borrower verification for improved mortgage loan processing
ATHENS, Ga. and LONDON, U.K., Aug. 22, 2022 (SEND2PRESS NEWSWIRE) -- Finastra and FormFree®, a market-leading fintech company that enables lenders to understand people's true ability to pay (ATP®), have partnered to further streamline electronic borrower verification for mortgage lenders.
MCTlive! Platform Becomes First to Integrate with Freddie Mac Cash Settlement Purchase Statement API
SAN DIEGO, Calif. /California Newswire/ -- MCT's award-winning capital markets platform, MCTlive!, is the first to integrate with Freddie Mac’s Cash Settlement Purchase Statement API. This API connection allows MCT Mark-to-Market and Hedge Accounting Reports to be updated with Freddie Mac purchase data directly, instead of waiting to run reports through a Loan Origination System (LOS).
Vice Capital Markets Releases API for Freddie Mac Cash Purchase Statement
NOVI, Mich., Aug. 18, 2022 (SEND2PRESS NEWSWIRE) -- Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that it is one of the first Freddie Mac-integrated Secondary Market Advisors (SMAs) to release an integration for Freddie Mac's Cash Settlement Purchase Statement application programming interface (API).
New Energy Risk Announces Milestone as Clients Raise $3B in Capital, Also Announce Senior Promotions
AVON, Conn., Aug. 18, 2022 (SEND2PRESS NEWSWIRE) -- New Energy Risk (NER), a wholly-owned division of Paragon Insurance Group, on June 30 surpassed $3 billion in capital raised by clients since inception, a pivotal marker as the company continues to support the deployment of innovative technology solutions to address climate change and other global challenges.
DaVinci Capital Partners Craft Customized Financial Solutions Throughout Ventura County
WESTLAKE VILLAGE, Calif. /California Newswire/ -- DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County.
PitBullTax Software Named to the 2022 Inc. 5000 List of the Fastest Growing Private Companies in America
CORAL SPRINGS, Fla., Aug. 16, 2022 (SEND2PRESS NEWSWIRE) -- PitBullTax Software, the Nation's Leading Tax Resolution Software for CPAs, EAs and Tax Attorneys has revealed it has won a spot on the 2022 Inc. 5000 list of the fastest growing private companies in America.
Sales Boomerang named to Inc. 5000 list for second consecutive year
OWINGS MILLS, Md. and IRVINE, Calif., Aug. 16, 2022 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced that the Sales Boomerang borrower intelligence solution made its second consecutive appearance on Inc.'s annual Inc. 5000 list.
Promontory MortgagePath adds John Gust as Director of Product Management
DANBURY, Conn., Aug. 16, 2022 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced industry veteran John Gust has joined the organization as the director of product management. In this role, Gust leads the product management and user experience teams and is responsible for product strategy, planning, execution, and rollout of Promontory MortgagePath's mortgage fulfillment services and end-to-end technology solution.
How A Mortgage Focused Agency Launched to Make Impact
INDIANAPOLIS, Ind., Aug. 16, 2022 (SEND2PRESS NEWSWIRE) -- In the heart of Indianapolis, Indiana is a marketing agency focused on helping mortgage lenders and technology overcome obstacles, develop marketing strategies, and grow their business. That agency is Art Vs. Math. In 2019, Steven Cooley started Art Vs. Math to help improve marketing in the mortgage industry.
MMI debuts in top 1500 on the 2022 Inc. 5000 Annual List
SALT LAKE CITY, Utah, Aug. 16, 2022 (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 ranks No. 1499 on the 2022 Inc. 5000 list of the fastest-growing private companies in America. The list represents a one-of-a-kind look at the most successful companies within the economy's most dynamic segment-its independent businesses.
Natalie Arshakian named a 2022 Mortgage Star by Mortgage Women Magazine
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that National Mortgage Professional's Mortgage Women Magazine selected Natalie Arshakian, Senior Director and Head of Lock Desk Operations at MCT, to its annual 2022 Mortgage Star Awards.
ACES Quality Management Executives selected to speak at Mortgage Bankers Association’s 2022 RMQA Conference
DENVER, Colo., Aug. 11, 2022 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced Executive Vice President of Compliance Amanda Phillips and Executive Vice President of Operations Sharon Reichhardt have been selected to speak at the upcoming Mortgage Bankers Association's (MBA) Risk Management, Quality Assurance and Fraud Prevention Forum (RMQA) taking place September 11-13 in Nashville, Tenn.
EPIC Welcomes Kerry Connor – Joins as National Voluntary Benefits Practice Leader
PHILADELPHIA, Pa. and SAN FRANCISCO, Calif., Aug. 10, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kerry Connor has joined EPIC to lead its National Voluntary Benefits Practice.
After, Inc. Announces the Launch of QuickInsight® – Its Powerful Post-Sale Customer Data Enrichment Platform
NORWALK, Conn., Aug. 9, 2022 (SEND2PRESS NEWSWIRE) -- After, Inc., a global leader in post-sale technology and services, just announced the launch of its QuickInsight® customer data enrichment platform. QuickInsight is one of five post-sale customer experience platforms that After, Inc. calls its QuickSuite®, which just won The SAMMY Award from Business Intelligence Group for "Product of the Year."
Southwestern Investment Group’s Lucas Swatzell Named to Forbes’ List of Top Next-Gen Wealth Advisors
FRANKLIN, Tenn., Aug. 8, 2022 (SEND2PRESS NEWSWIRE) -- Southwestern Investment Group, an independent wealth management company, is pleased to announce that Lucas Swatzell, Senior Vice President and head of the Swatzell Wealth team, has been named to Forbes' list of Top Next-Gen Wealth Advisors. The list recognizes a select group of individuals who are 40 years of age or younger, have a minimum of four years of industry experience, and lead - or are viewed as potential leaders of - their teams.
FormFree and HomeScout partner to help lenders identify mortgage-ready borrowers earlier in the home buying journey
ATHENS, Ga., Aug. 8, 2022 (SEND2PRESS NEWSWIRE) -- FormFree® has partnered with HomeScout, a wholly owned subsidiary of FirstClose®, to launch HomeScout Qualified Borrower, a tool that helps lenders generate leads and concentrate borrower conversion efforts on mortgage-ready home buyers.
MPA Magazine Names MCT’s Natalie Arshakian to List of Elite Women For 2022
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that Natalie Arshakian has been selected to Mortgage Professional America (MPA) magazine's list of Elite Women in Mortgage for 2022. The annual awards, now in their sixth year, celebrate 67 successful women who are taking on gender inequality in leadership by continuously challenging societal expectations.
MCT Releases MCTlive! Lock Volume Indices for July 2022, Covering Mortgage Lender Activity
SAN DIEGO, Calif. /California Newswire/ -- MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for July 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.
COVERGENCE – the research institution tech and startup gap fund and startup accelerator summit
SALT LAKE CITY, Utah, Aug. 2, 2022 (SEND2PRESS NEWSWIRE) -- COVERGENCE, co-hosted by innovosource and the University of Utah's PIVOT Center, is in its fifth annual year. This year it will be held from Oct. 20-21 at the University of Utah Rice-Eccles Stadium Club. With more than 60 university gap fund/accelerator programs (GAP) and potential commercial and investment partners, this dynamic event will serve as the platform for best practice discussions, GAP program and portfolio reviews, and commercial and investment partnering.
Housing Finance Strategies Names Industry Leader Jeff Jaffee as Senior Advisor
WASHINGTON, D.C., Aug. 2, 2022 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies Founder & CEO Faith Schwartz today announced she has recruited industry veteran Jeff Jaffee to join her firm as a Senior Advisor focusing on fair lending and consumer protection compliance.
