Finance News - Page 67

Page 67 of Finance News issued by the Send2Press® Newswire service.



Rich Eagar of EPIC to Present on Retirement Advisory Practice Team Structures at 2017 PLANADVISER National Conference

ORLANDO, Fla. and HOUSTON, Texas, Oct. 9, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Retirement Consultant Rich Eagar will present at the 2017 PLANADVISER National Conference (PANC) on Thurs., Oct. 12 at the JW Marriot, Grande Lakes in Orlando, Fla.

Leading Education Platform for Stock Market and Forex Traders Live Traders Announces Launch of its Scholarship Program

NEW YORK, N.Y., Oct. 6, 2017 (SEND2PRESS NEWSWIRE) — Celebrating the breakthrough success of their education and training programs for Stocks, Options and Forex professional traders Live Traders have decided to give back to the financially less fortunate. The educational platform recently celebrated the launch of the Live Traders Scholarship Program where qualified students have a chance to go through the Live Trader training program for free or at dramatically deep discounts.

NAMB Appoints Valerie Saunders as Its New Executive Director

WASHINGTON, D.C., Oct. 5, 2017 (SEND2PRESS NEWSWIRE) — NAMB, the organization that represents the interests of individual mortgage loan originators and small to mid-size mortgage businesses, today announced that it has appointed Valerie Saunders as the organization’s new executive director.

‘Optimal Nonprofit Financial Management through Outsourcing’ by Rocky Davidson, CPA available from Qbix Accounting Solutions

MACON, Ga., Oct. 5, 2017 (SEND2PRESS NEWSWIRE) — Qbix Accounting Solutions announces a new eBook by Rocky Davidson, CPA. The 8-page eBook, “Optimal Nonprofit Financial Management through Outsourcing” is written for Nonprofit Executive Directors who are looking to improve their accounting function.

EPIC adds Broker-Producer Tim House in Fresno, California Office

FRESNO, Calif., Oct. 4, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Tim House has joined the firm as a Property & Casualty Insurance Broker/Producer in EPIC’s Fresno, California office.

Certified Credit Reporting Joins The Mortgage Collaborative’s Preferred Partner Network

SAN DIEGO, Calif., Oct. 3, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s only independent mortgage cooperative, announced a new preferred partner relationship with national credit information service provider, Certified Credit Reporting. As a result of this new partnership, lender members of The Mortgagee Collaborative will receive discounted pricing on Certified Credit’s suite of credit and verification services.

Pendo Makes Enhancements to Its Appraisal Review Tool

LEE’S SUMMIT, Mo., Oct. 3, 2017 (SEND2PRESS NEWSWIRE) — Pendo, a nationwide appraisal management company (AMC), has made enhancements to their Appraisal Review Tool, which is part of their proprietary technology solutions for appraisal management.

Quandis Adds New Imaging Functionality to its Military Search Service for SCRA Compliance

RANCHO SANTA MARGARITA, Calif., Oct. 3, 2017 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading default management mortgage technology provider, announced that it has added new functionality that allows servicers and default attorneys to more easily manage images of official certificates from the Department of Defense (DoD) to demonstrate proof of compliance for adherence to the Servicemembers Civil Relief Act (SCRA).

NAMB Rebrands to Better Reflect the Professional Diversity of Its Member Base

WASHINGTON, D.C., Oct. 2, 2017 (SEND2PRESS NEWSWIRE) — NAMB, an association that represents the interests of individual mortgage loan originators and small to mid-size mortgage businesses, today announced a rebranding that includes a new logo and marketing campaign. NAMB’s new brand identity emphasizes the diversity of its member base, which includes individual loan originators and small and midsize mortgage origination businesses of all kinds-brokers, bankers and correspondent lenders.

Matic Insurance Services and LendingQB Partner to Eliminate Stress, Mortgage Delays Caused by Homeowner’s Insurance

SHERMAN OAKS, Calif., Sept. 28, 2017 (SEND2PRESS NEWSWIRE) – Matic Insurance Services (Matic), a digital insurance agency that enables borrowers to purchase homeowner’s insurance during the home-buying transaction, today announced a new partnership with LendingQB, a provider of “lean lending” loan origination technology. Matic announced the news as part of a live demonstration at San Francisco’s Digital Mortgage Conference.

EPIC’s Retirement Consulting Team Named to 2017 Financial Times 401 Top Retirement Plan Advisers List

HOUSTON, Texas and SAN FRANCISCO, Calif., Sept. 28, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Director of Retirement Rob Massa and Ascende Wealth Advisers Inc., EPIC’s Retirement Consulting Team, has been named to the 2017 Financial Times 401 Top Retirement Plan Advisers. This list recognizes the top financial advisers who specialize in serving Defined Contribution (DC) retirement plans.

TravelInsurance.com Offers Travel Insurance Tips for 2017 Holiday Season

NEW YORK, N.Y., Sept. 28, 2017 (SEND2PRESS NEWSWIRE) — Between now and the end of the year, people will travel in droves to visit family and friends – across town, across the country and across the globe, notes TravelInsurance.com. Taking time off and being with those you love go hand-and-hand with the holidays, but unfortunately, Mother Nature doesn’t always cooperate.

Now Hiring: Over 400 Independent Restaurant Owners Share What They do to Recruit their Best Employees

PHOENIX, Ariz., Sept. 27, 2017 (SEND2PRESS NEWSWIRE) — RestaurantOwner today released the results of their 2017 Independent Restaurant Recruiting Survey. The report summarizes input gathered from over 400 independent restaurant owners and operators regarding their proven recruiting practices.

FormFree, LexisNexis Risk Solutions Expand Alliance to Provide Liens and Judgments Data

ATHENS, Ga., Sept. 26, 2017 (SEND2PRESS NEWSWIRE) — FormFree(R) today announced the impending launch of AccountChek Plus(TM), a new tool for lenders that combines the features of AccountChek(R), the nation’s most trusted asset verification app, with liens and civil judgments data from LexisNexis(R) Risk Solutions. By giving lenders a more complete picture of borrower ability-to-pay before loans go to underwriting, AccountChek Plus cuts costs, reduces risk and empowers better lending decisions.

Built Named Preferred Partner of The Mortgage Collaborative

NASHVILLE, Tenn. and SAN DIEGO, Calif., Sept. 26, 2017 (SEND2PRESS NEWSWIRE) — Built was named to The Mortgage Collaborative’s Preferred Partner Network, providing solutions for digital draw management and collaboration software for the network’s lenders active in construction lending.

EPIC’s Tom Mackey to Present on Protecting Operations from Cyber Security Threats at Next Generation Manufacturing Event

ATLANTA, Ga., Sept. 26, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Risk Management Consultant Tom Mackey will present at the Seventh Annual Next Generation Manufacturing Signature Event on Thursday, Sept. 28 at Mercedes-Benz Stadium in Atlanta, Ga.

Critical Defect Rates Continue Upward Trend – ARMCO Releases Q1 2017 Trends Report

POMPANO BEACH, Fla., Sept. 25, 2017 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software ACES Audit Technology(TM), announced the release of the ARMCO Mortgage QC Trends Report for the first quarter of 2017.

TRK Connection Adds Data Subscriptions Feature to Insight RDM Mortgage QC Audit Platform

SALT LAKE CITY, Utah, Sept. 25, 2017 (SEND2PRESS NEWSWIRE) — TRK Connection (TRK), a leading provider of mortgage quality control and origination management solutions, announced today that it has added a data subscriptions feature to its flagship mortgage quality control (QC) audit platform Insight Risk & Defect Management (RDM).

Lender Price Names Jerry L. Halbrook as CEO and Opens New $5-$10 Million Investment Round

PASADENA, Calif., Sept. 25, 2017 (SEND2PRESS NEWSWIRE) — Lender Price, the emerging leader in digital mortgage lending technology, announced today that it has named veteran mortgage industry executive Jerry Halbrook as its CEO and has opened a fresh round of equity funding to fuel its growth trajectory.

A Prime Time to Plan for Long-Term Care Is After Arranging It for Someone Else, says ACSIA Partners

KIRKLAND, Wash., Sept. 25, 2017 (SEND2PRESS NEWSWIRE) — Have you been called upon to arrange care for an aging parent or other loved one? If so, “it can be a blessing in disguise,” says Denise Gott, CEO of ACSIA Partners, one of the nation’s largest long-term care insurance agencies. “It can inspire you to plan ahead for your own care, without delay.”

HousingWire Honors Mike Zarrilli of DocMagic with 2017 Insiders Award

TORRANCE, Calif., Sept. 22, 2017 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that its head of operations, Mike Zarrilli, has been named to HousingWire’s Insiders Award list for 2017.

The Mortgage Collaborative Announces Addition of ACS Accounting to Preferred Partner Network

SAN DIEGO, Calif., Sept., 21, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s only independent mortgage cooperative, announced a new partnership with east-coast based CPA and advisory firm, ACS Accounting. The new relationship with ACS, adds another best-in-class tax and accounting firm to their preferred partner network.

Matic Insurance Services Debuts Integration with Roostify During TechCrunch Startup Battlefield, Advances to Competition’s Final Round

SHERMAN OAKS, Calif., Sept. 21, 2017 (SEND2PRESS NEWSWIRE) — Matic Insurance Services (Matic), a digital insurance agency that enables borrowers to purchase homeowner’s insurance during the home-buying transaction, has forged a partnership with automated lending technology provider Roostify. The company announced the news Tuesday afternoon from the stage of TechCrunch’s Startup Battlefield, part of the TechCrunch Disrupt SF conference held in San Francisco this week. Matic was one of just six elite startups chosen to advance to the final round of the competition.

The Mortgage Collaborative Names Rich Swerbinsky as its Chief Operating Officer

SAN DIEGO, Calif., Sept. 21, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s only independent mortgage cooperative, today announced it has promoted Rich Swerbinsky to the role of Chief Operating Officer. Having served as its executive vice president of national sales and strategic alliances since 2015, Rich Swerbinsky will now serve TMC as its COO.

Credit Unions Successfully Leveraging OpenClose LenderAssist™ LOS

WEST PALM BEACH, Fla., Sept. 21, 2017 (SEND2PRESS NEWSWIRE) — OpenClose(R), a multi-channel loan origination system (LOS) and mortgage software solutions provider, announced that multiple credit unions are now using OpenClose’s LenderAssist(TM) LOS platform to automate the mortgage side of their businesses.

Nonprofit Executive Series Fall and Winter 2017 Schedule Announced by Xanegy

AUSTIN, Texas, Sept. 20, 2017 (SEND2PRESS NEWSWIRE) — The Nonprofit Executive Series webcasts, hosted by Xanegy, will kick off on Tuesday, September 26, with “Trends in Human Capital Management.” The Nonprofit Executive Series is a monthly webcast for nonprofit leaders.

EPIC adds Broker Anthony ‘Tony’ Gerrato in New York City

NEW YORK, N.Y., Sept. 20, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Anthony (Tony) Gerrato has joined the firm as a Principal in EPIC’s New York City office.

Mortgage Collaborative Announces Addition of First Community Mortgage to Preferred Partner Network

SAN DIEGO, Calif., Sept. 18, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s only independent mortgage cooperative, announced a new preferred partnership with national correspondent investor and mortgage loan servicer, First Community Mortgage (FCM). The new relationship with FCM adds another best-in-class national correspondent investor to their preferred partner network.

ARMCO Releases ACES Automated Document Manager

POMPANO BEACH, Fla., Sept. 18, 2017 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, today announced the release of ACES Automated Document Manager. ADM can parse hundreds of PDF files, identify each document in the file, and categorize them by document type or name.

ReverseVision to Host UserCon 2018 February 6–8 in San Diego

SAN DIEGO, Calif., Sept. 14, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, will host its third annual user conference February 6-8, 2018, at the Kona Kai Resort and Spa on San Diego’s Shelter Island.

EPIC’s Duane Dennis and Jamie Chambers to Present Employee Communications & HR Technology Strategies at Cement Employers Association Annual Meeting

SAN FRANCISCO, Calif., Sept. 14, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Senior Consultant Duane Dennis and Director of HR Technology Solutions Jamie Chambers will present at the Cement Employers Association Annual Meeting on Tuesday, Sept. 19 at 8:15 a.m. at South Point Hotel Casino Spa in Las Vegas.

JMAC Lending Selects Insight RDM Mortgage QC Audit Platform from TRK Connection

SALT LAKE CITY, Utah, Sept. 14, 2017 (SEND2PRESS NEWSWIRE) — TRK Connection (TRK), a leading provider of mortgage quality control and origination management solutions, announced today that JMAC Lending, a Southern California-based wholesale and correspondent lender, has selected TRK’s flagship mortgage quality control (QC) audit platform Insight Risk & Defect Management (RDM).

Unity National Bank Pledges $100,000 Towards the Construction of New Tipp City Stadium

TIPP CITY, Ohio, Sept. 13, 2017 (SEND2PRESS NEWSWIRE) — The Tipp Pride Association Board of Directors announced today that the organization has received a $100,000 sponsorship from Unity National Bank for the construction of Tipp City’s new community stadium. The generous gift will lead ongoing fundraising to support stadium construction.

MEDIA ADVISORY: ReverseVision Experts Available to Discuss HUD Changes to HECM Reverse Mortgage Program

SAN DIEGO, Calif., Sept. 12, 2017 (SEND2PRESS NEWSWIRE) — The following ReverseVision experts, whose expertise on the Home Equity Conversion Mortgage (HECM) ranges from HUD guideline interpretation to market analysis to education, are available for interviews regarding HUD’s planned changes to the HECM program.

Taylor Wilshire launches Wilshire Foundation Fund for Beneficial Social Impact

NEW YORK, N.Y., Sept. 12, 2017 (SEND2PRESS NEWSWIRE) — The Wilshire Foundation recently announced the close of first-round funding for its Conscious Capital Fund. The Wilshire Foundation, created by the team at Wilshire Financial including CEO Taylor Wilshire, constructs programs and invests in organizations that address chronic environmental, social, and economic challenges in unique and transformative ways.

EPIC’s Clay Ma to Present at Texas Total Rewards Conference in Fort Worth

HOUSTON, Texas and SAN FRANCISCO, Calif., Sept. 11, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Retirement Senior Associate Clay Ma will present at the Texas Total Rewards Conference on Friday, Sept. 15 at 8:30 a.m. at The Worthington Renaissance Fort Worth Hotel in Fort Worth, Texas.

US Mortgage Implements CompenSafe from LBA Ware to Automatically Calculate LO Compensation

MACON, Ga., Sept. 11, 2017 (SEND2PRESS NEWSWIRE) — LBA Ware, a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced that Melville, New York-based US Mortgage Corporation (US Mortgage) has implemented CompenSafe to automatically calculate commissions for its loan originators and operations staff located in 24 branches across the United States.

TRK Connection Elevates Colton Hansen to Role of Vice President of Business Development

SALT LAKE CITY, Utah, Sept. 7, 2017 (SEND2PRESS NEWSWIRE) — TRK Connection, a leading provider of mortgage quality control and origination management solutions, announced it has promoted Colton Hansen to vice president of business development. In this new role, Hansen will be responsible for leading and executing company objectives for sales and marketing campaigns, implementing new technologies, and analyzing new opportunities.

Pendo’s John Whitlow Wins HW Insiders Award

LEE’S SUMMIT, Mo., Sept. 6, 2017 (SEND2PRESS NEWSWIRE) — Pendo, a nationwide appraisal management company (AMC), announced that John Whitlow, the company’s vice president of operations and technology, has been named to the second annual HousingWire Insiders list.

Travel Insurance Advisory: Hurricanes and Tropical Storms Disrupt Travel Across Southeast US and Caribbean – TravelInsurance.com On What You Can Do

NEW YORK, N.Y., Sept. 6, 2017 (SEND2PRESS NEWSWIRE) — In the aftermath of Hurricane Harvey and as Hurricane Irma bears down on the Caribbean and Florida, TravelInsurance.com has seen a significant rise in traffic to the site, as travelers seek out ways to protect their investments. With the 2017 Atlantic Hurricane Season only half-way through, the threat of future storms wreaking havoc on travel plans remains high. TravelInsurance.com offers essential tips for travelers affected by the current storms and for those planning trips through the end of the Atlantic Hurricane Season.