Finance News - Page 26

ATHENS, Ga., Sept. 29, 2021 (SEND2PRESS NEWSWIRE) — FormFree® today announced it will be the returning host and sponsor of the second annual Heroes Golf Classic, which will be held on October 29, 2021, at Château Élan Winery and Resort in Braselton, Georgia. Proceeds from this event will benefit the American Red Cross of Northeast Georgia, a 501(c)(3) nonprofit organization that provides emergency assistance and preparedness education to communities affected by disaster.

NEW YORK, N.Y., Sept. 28, 2021 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $4.5 billion in assets under management (AUM), has been named to Barron’s Top 100 RIA Firms for 2021. This is Barron’s sixth annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

LOS ANGELES, Calif., Sept. 28, 2021 (SEND2PRESS NEWSWIRE) — The Valley Relics Museum of Van Nuys, California, has acquired a collection of 3,000 advertising characters once housed in the galleries of the Museum of Modern Mythology in San Francisco, founder Tommy Gelinas announced today.

LEHI, Utah, Sept. 23, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced the integration of its Nexus Closing™ eMortgage solution with DocMagic’s eVault and eNote technologies. The integration enables automated generation of an eNote with a tamper-evident seal and delivers the eNote to a secure eVault for delivery to the MERS® eRegistry.

DANBURY, Conn., Sept. 23, 2021 (SEND2PRESS NEWSWIRE) — Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced two key staffing changes expanding the strength of its executive team. Bryan DeShasier has been promoted to Chief Administrative Officer (CAO), and Helen Placente has been hired as Managing Director of National Credit Operations.

WASHINGTON, D.C., Sept. 23, 2021 (SEND2PRESS NEWSWIRE) — Housing Finance Strategies Founder & CEO Faith Schwartz today recapped the successful two-day #HousingDC21 virtual conference held on September 20-21 of this week.

NEW YORK, N.Y., Sept. 21, 2021 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor.

CORONA, Calif., Sept. 21, 2021 (SEND2PRESS NEWSWIRE) — Mortgage Coach, the industry’s leading platform enabling mortgage lenders to create digital and accurate home loan options for consumers, today announced its partnership with LoanSense, an online student loan advisor that helps federal student loan holders enroll in affordable repayment and forgiveness plans.

MACON, Ga., Sept. 21, 2021 (SEND2PRESS NEWSWIRE) — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced it has partnered with Experience.com, home of the world’s most impactful Experience Management Platform (XMP), to provide customers with a dynamic way to track customer satisfaction as a key performance indicator (KPI) in LBA Ware’s LimeGear™ BI platform.

GROTON, Conn., Sept. 17, 2021 (SEND2PRESS NEWSWIRE) — Chelsea Groton Bank kicks off their 5-week “Cultivating Great Business: Small Business Bootcamp” on October 5, 2021. The FREE small business series, designed for aspiring and established entrepreneurs, is offered through the Bank’s financial education program, Chelsea University, in partnership with the Norwich Community Development Corporation (NCDC) and the Greater Norwich Area Chamber of Commerce (GNACC).

MACON, Ga., Sept. 17, 2021 (SEND2PRESS NEWSWIRE) — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced the third installment in its 2021 webinar series. The Myths that Keep Millennials from Buying: Data-Driven Direction for Growing Your Share of America’s Largest Homebuyer Market will feature special guest Kristin Messerli, a leading expert on NextGen (a.k.a. millennial) homebuyers.

SYDNEY, Australia, Sept. 15, 2021 (SEND2PRESS NEWSWIRE) — Multi-award-winning Australian technology company Calix Limited (ASX: CXL) (“Calix” or the “Company”) is pleased to announce global decarbonisation investor Carbon Direct Capital Management has invested €15m for a 6.98% equity stake in Calix subsidiary, the LEILAC Group, which is dedicated to the commercialisation and ongoing development of Calix’s LEILAC CO2 capture technology.

DENVER, Colo., Sept. 15, 2021 (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 Trends Report covering the first quarter (Q1) of 2021. The latest report provides an analysis of post-closing quality control data derived from ACES Quality Management & Control® software.

BOSTON, Mass., Sept. 14, 2021 (SEND2PRESS NEWSWIRE) — HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, Realtors, and other authorized professionals, today announced it has joined The Mortgage Collaborative’s (TMC) Preferred Partner Network. The new membership enables HomeBinder to offer preferential pricing to TMC’s nearly 150 member banks, credit unions and independent mortgage banking companies.

PHILADELPHIA, Pa., Sept. 9, 2021 (SEND2PRESS NEWSWIRE) — Agile, a new fintech bringing mortgage lenders and broker dealers on to a single electronic platform, has formally announced the launch of its flagship RFQ (request for quote) platform. All MBS market participants can now participate on an electronic platform that expedites the exchange of To-Be-Announced Mortgage-Backed Securities (TBAs).

MIAMI, Fla., Sept. 9, 2021 (SEND2PRESS NEWSWIRE) — Expetitle and 1st Class Real Estate are joining forces to create a national title partnership; offering a streamlined, remote home closing transaction to 1st Class’ customers. Expetitle is a multi-state title company that delivers fully digital and hybrid closings through one secure collaborative platform that adds transparency to the entire closing process.

SCOTTSDALE, Ariz., Sept. 8, 2021 (SEND2PRESS NEWSWIRE) — Monetary Metals announces a 150% increase in its financing of Gold Bullion International’s expansion of its 22- and 24-karat luxury gold jewelry collection, Auvere™. Gold Bullion International (GBI) is paying 4% on the gold lease. Leased inventory is off-balance sheet, and the jeweler avoids exposure to the price of gold.

SAN DIEGO, Calif., Sept. 2, 2021 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), an industry-leading mortgage hedge advisory firm, announced that Paul Yarbrough, Director of the Client Success Group, has been named to HousingWire’s 2021 Insider Awards list. The list is designed to honor an organization’s operational all-stars – those insiders who are the company’s best-kept secret, yet vital to its success.

LITTLETON, Colo. and NEW YORK, N.Y., Sept. 2, 2021 (SEND2PRESS NEWSWIRE) — From Thursday, August 5 to Saturday, August 7, the Colorado Trial Lawyers Association (CTLA) held its annual convention. While they offered virtual attendance, they also hosted the conference in person in Steamboat Springs, Colorado. The Strategic Capital team joined them at The Steamboat Grand for the hybrid event, which was themed “Conquering New Horizons Together.”

LEHI, Utah, Sept. 2, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, is now a Fannie Mae- and Freddie Mac-reviewed eClosing solution provider. The designation affirms that SimpleNexus’ Nexus Closing™ eMortgage solution meets both GSEs’ technical requirements for eClosing, eNote and eVault functionality and has been tested for compatibility with the GSEs’ respective eNote delivery systems.

ADDISON, Texas, Sept. 1, 2021 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today that Pete Jackson has joined the company as a divisional director and Tim Frohock as a regional director. With more than 30 years of wholesale and correspondent lending experience, Jackson and Frohock will play a critical role in the continued growth and success of Mid America’s wholesale/non-delegated correspondent lending channel.

MONTGOMERY, Ala., Aug. 26, 2021 (SEND2PRESS NEWSWIRE) — ICS Tax, LLC is excited to announce its Southeast regional expansion with a new office in Montgomery, Alabama. ICS welcomes Adam Finesilver, CPA as its Regional Director. Adam brings over 13 years of experience providing tax advisory services to clients in real estate, financial and professional services industries.

TORRANCE, Calif., Aug. 26, 2021 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced that it has been named to the 2021 Inc. 5000 list, the most prestigious ranking of the fastest-growing private companies in the country.

SAN DIEGO, Calif., Aug. 26, 2021 (SEND2PRESS 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 led a pre-Series A investment round in Home Lending Pal, a technology-enabled marketplace .

COLORADO SPRINGS, Colo., Aug. 25, 2021 (SEND2PRESS NEWSWIRE) — Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has achieved the professional designation of Accredited Asset Management Specialist®.

CENTER POINT, Iowa, Aug. 25, 2021 (SEND2PRESS NEWSWIRE) — Two long standing dealerships located in Center Point, IA have been purchased and are now owned and operated by the newly formed Sky Auto Mall. Formerly Junge Ford and Junge Chrysler Dodge Jeep RAM will now be owned by Alex Tovstanovsky, Dealer Principal and General Manager of Sky Auto Mall.

SAN FRANCISCO, Calif., Aug. 25, 2021 (SEND2PRESS NEWSWIRE) — Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, recently introduced several product enhancements to its mortgage technology solution, further enhancing the market intelligence and actionable pricing capabilities available to its mortgage lending clients.

SAN FRANCISCO, Calif., Aug. 23, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Peter Marshall has joined its Entertainment & Sports practice as Managing Principal, Media Services.

VANCOUVER, Wash., Aug. 20, 2021 (SEND2PRESS NEWSWIRE) — Knowledge Coop, the industry’s top online compliance training and virtual work platform, today announced it has hired Brian Paine as Director of Technology. His responsibilities at Knowledge Coop include maintaining a stable working environment for all of Knowledge Coop’s technical operations.

DENVER, Colo., Aug. 19, 2021 (SEND2PRESS NEWSWIRE) — Inc. magazine today revealed that Maxwell ranks in the top 3% of its annual Inc. 5000 list of fastest-growing private companies at number 154. Maxwell was also named the 15th fastest-growing software company in the country.

WASHINGTON, D.C., Aug. 19, 2021 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, was recognized today as a 5-Star Mortgage Tech provider by Mortgage Professional America (MPA) magazine. The award recognizes the U.S. mortgage industry’s top mortgage technology providers as verified by originators and tech specialists across the country.

WASHINGTON, D.C., Aug. 18, 2021 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, debuted this week on Inc. magazine’s Inc. 5000 list, an annual ranking of America’s fastest-growing private companies. Sales Boomerang ranked #101 overall, placing the company among the top 3% of all private companies in America based on three-year revenue growth of 3,882% and outpacing every other company in the residential mortgage industry.

CHICAGO, Ill., Aug. 17, 2021 (SEND2PRESS NEWSWIRE) — Today, Swift Homes announced a partnership with iHeartMedia on a multiplatform marketing campaign across multiple markets in the United States to help build awareness of Swift Homes’ benefits and seller-friendly offerings that are available to consumers who are looking for real estate advice and services.

LEHI, Utah, Aug. 17, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, announced it has been included on the Inc. 5000 list for the fourth consecutive year.

MACON, Ga., Aug. 17, 2021 (SEND2PRESS NEWSWIRE) — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced it has clinched a spot on the 2021 Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. This marks LBA Ware’s third consecutive year on the list, coming in at number 2070.

ATHENS, Ga., Aug. 17, 2021 (SEND2PRESS NEWSWIRE) — FormFree® today announced it has ranked 1,444 on the 2021 Inc. 5000. This annual list represents a unique look at the most successful companies within the American economy’s most dynamic segment: its independent small businesses. Intuit, Zappos, Under Armour, Microsoft, Patagonia and many other well-known names gained their first national exposure as honorees on the Inc. 5000.

SAN FRANCISCO, Calif. and CLEVELAND, Ohio, Aug. 16, 2021 (SEND2PRESS NEWSWIRE) — Galway Holdings (“Galway”) today announced its investment in MAI Capital Management LLC (“MAI”). The move adds a new business vertical in financial and wealth management services to complement existing business relationships within EPIC Insurance Brokers & Consultants as well other areas of specialization across all Galway platforms.

NOVI, Mich., Aug. 12, 2021 (SEND2PRESS NEWSWIRE) — Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced the firm is celebrating its 20th corporate anniversary. Since opening its doors in August 2001, Vice Capital Markets has helped countless clients properly and effectively manage interest rate risk and maximize profitability.

LOS ANGELES, Calif., Aug. 11, 2021 (SEND2PRESS NEWSWIRE) — Integrity Bio, Inc., a privately held formulation and fill-finish organization, was sold to Curia (formerly Albany Molecular Research, Inc. (AMRI)), a Contract Development and Manufacturing Organization (CDMO) and leading global provider of advanced contract research, development, and manufacturing solutions. KROST, a Los Angeles-based firm, acted as the exclusive financial advisor to Integrity Bio in the transaction.

TORRANCE, Calif., Aug. 11, 2021 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced that it has promoted Chris Lewis to Director of Enterprise Solutions. The new title reflects the elevated role he has proactively taken at the company in increasing revenue, forging strategic partnerships, and making inroads with large entities and marquee accounts.