Tag: Finance

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.

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.

SAN FRANCISCO, Calif., Nov. 18, 2015 (SEND2PRESS NEWSWIRE) -- SmartStops, an online service that helps investors of all levels manage investment risk, announced today that it has extended its relationship with BNP Paribas and is now available to investors in the Italian market.

CLEVELAND, Ohio, Nov. 17, 2015 (SEND2PRESS NEWSWIRE) -- The Estate Planning Council of Cleveland will be recognized as a 5 Star Council by the National Association of Estate Planners and Councils as a part of the Leonard H. Neiman and Walter Lee Davis, Jr. Council of Excellence Award program.

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.

CARLSBAD, Calif., Nov. 13, 2015 (SEND2PRESS NEWSWIRE) -- Leading mortgage compliance and quality control (QC) services provider The Compliance Group, Inc. (TCG) announced it has hired Michelle Doyle as Director of Quality Control. Doyle brings more than two decades of experience in mortgage underwriting, quality control, risk mitigation and compliance to her new role at TCG.

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.

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.

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 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.

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.

SANTA ANA, Calif., Oct. 15, 2015 (SEND2PRESS NEWSWIRE) -- Veros Real Estate Solutions (Veros), an award-winning industry leader in enterprise risk management, collateral valuation services and predictive analytics, today reports that residential market values will continue in a positive trajectory over the next 12 months, with overall annual appreciation rising to +3.6% from its Q2 forecast of 3.1%. The number of markets expected to increase in value is up to 94% from last quarter's 90%.

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 ANTONIO, Texas, Oct. 14, 2015 (SEND2PRESS NEWSWIRE) -- The Central Texas Chapter of the Association for Corporate Growth(R) (ACG), the global organization focused on driving middle-market growth, signed a Memorandum of Understanding with the Mexican Entrepreneurs Association, AEM, in an effort to actively expose the two organizations to each other's membership, foster integration, and promote joint programs. Eduardo Berdegue, president of ACG Central Texas, and Roberto Espinosa, President of AEM San Antonio were the signatories of the MOU.

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.

FORT LAUDERDALE, Fla., Oct. 9, 2015 (SEND2PRESS NEWSWIRE) -- UGLY by nature, a chemical and fluoride-free toothpaste, is getting attention from its reviewers. Some say they're 'obsessed with it' and others are simply 'blown away.' Doctor-formulated, it's made with fair trade organic coconut oil and contains only natural and organic ingredients that were chosen for optimal oral health; nothing artificial is added.

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.

LITTLE ROCK, Ark., Sept. 30, 2015 (SEND2PRESS NEWSWIRE) -- Arkansas Mutual Insurance Company, a medical professional liability insurer, has gained an 'A' rating from AM Best. AM Best is an issuer of financial strength ratings for insurers, reinsurers, captives and other risk-bearing entities. In August, Arkansas Mutual joined the Constellation family of companies.

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.

GREAT FALLS, Va., Sept. 15, 2015 (SEND2PRESS NEWSWIRE) -- LeaseAccelerator Inc., the market-leader in Equipment Lease Management (ELM) software, today announced that its LeaseAccelerator(R) software-as-a-service (SaaS) solution has attained SAP-certification with SAP's ERP platform as powered by the SAP NetWeaver(R) platform. LeaseAccelerator(R) has been proven to integrate with SAP(R) solutions, offering the most advanced capital lease accounting capabilities available to equipment lessees.

NEW YORK, N.Y., Sept. 10, 2015 (SEND2PRESS NEWSWIRE) -- On Sept. 9, 2015, Sherow Management, LLC, an outside shareholder, sent a letter addressed to the Kansas City Life Insurance Co (NASDAQ:KCLI) Board Chairman in response to the Company's proposed 'Go-Private' Transaction. Sherow believes the deal is unfair to outside shareholders and should be amended.

SAN FRANCISCO, Calif., Sept. 8, 2015 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Jeff Connelly has joined as senior vice president/client executive in EPIC's Greyling Insurance Brokers Division. He will be based in the firm's St. Louis, Mo. office.

PALM DESERT, Calif., Sept. 3, 2015 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTCQB:FBBN / OTCMKTS:FBBN) announced the creation of its Coachella Valley Advisory Board. This board is comprised of prominent members of the business community in the Desert Cities region who will help increase the bank's presence and market awareness while providing valuable input to better understand the business needs in the Coachella Valley.

SAN DIEGO, Calif., Aug. 27, 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, has been named to National Mortgage Professional (NMP) magazine's 2015 'Top 25 Most Connected Mortgage Professionals' list.

SAN DIEGO, Calif., Aug. 26, 2015 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the formal approval of eight new lenders to their national network of originating members, announced the Collaborative's EVP of National Sales and Strategic Alliances, Rich Swerbinsky.

COSTA MESA, Calif., Aug. 24, 2015 (SEND2PRESS NEWSWIRE) -- PDC Capital Group announced that United States Citizenship and Immigration Services has approved an I-526 petition filed by an investor in a new Caffe Primo restaurant in San Diego.

POMPANO BEACH, Fla., Aug. 19, 2015 (SEND2PRESS NEWSWIRE) -- Leading web-based financial services quality control software provider ACES Risk Management (ARMCO) announced two of its top executives will participate in panels at the Mortgage Bankers Association's (MBA) Risk Management, QA and Fraud Prevention Forum 2015, Sept. 9-11 in Dallas.

TORRANCE, Calif., Aug. 18, 2015 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that it has named Gavin T. Ales as chief compliance officer (CCO).

SAN FRANCISCO, Calif., Aug. 17, 2015 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced it has been ranked #3200 on Inc. Magazine's 34th annual Inc. 5000 - an exclusive listing of the nation's fastest-growing private companies.

SAN FRANCISCO, Calif., Aug. 13, 2015 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been ranked #12 among the Insurance Journal's 'Top 100 Independent Property Casualty Agencies.' The ranking is based on total property and casualty agency revenue for 2014 and includes only those agencies whose business is primarily retail not wholesale.

POMPANO BEACH, Fla., Aug. 12, 2015 (SEND2PRESS NEWSWIRE) -- Phil McCall, COO of leading web-based financial services quality control software provider ACES Risk Management (ARMCO), advises mortgage lenders to develop unique quality control audits for each of the niche mortgage lending products they may offer, including jumbo, USDA, VA and HECM/reverse.

SAN DIEGO, Calif., Aug. 7, 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 Ben Coll joined the company's capital markets team. He becomes employee number 65 as MCT continues to expand its client base and staff of secondary marketing professionals.

SAN FRANCISCO, Calif., Aug. 3, 2015 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been ranked #23 among the nation's largest insurance brokers by Business Insurance Magazine.

SANTA ANA, Calif., July 21, 2015 (SEND2PRESS NEWSWIRE) -- Veros Real Estate Solutions (Veros), an award-winning industry leader in enterprise risk management, collateral valuation services and predictive analytics, announced today that its web-based, residential collateral valuation management platform, Sapphire, is ready to provide lenders with a direct connection to FHA's Electronic Appraisal Delivery (EAD) portal.

FREDERICK, Md., July 20, 2015 (SEND2PRESS NEWSWIRE) -- Regent Education has announced support for the Department of Education's Limited Direct Assessment Experiment via its industry-leading financial aid management software, Regent 8. Regent 8 is the only solution to offer full support for all enrollment models, including non-term and Competency Based Education (CBE).

KALISPELL, Mont., July 13, 2015 (SEND2PRESS NEWSWIRE) -- JOSEPH EVE, a firm of experienced accounting and technology professionals, has achieved the designation as an Intacct Premier Partner.

SALT LAKE CITY, Utah, July 13, 2015 (SEND2PRESS NEWSWIRE) -- Mountain America Credit Union (MACU) and Pavaso, a provider of innovative real estate technology, are co-hosting a 'boot camp' for Salt Lake City area REALTORS(R) about how the CFPB's TILA-RESPA Integrated Disclosure (TRID) rule will affect both their business and the home buying experience of their customers.

SAN DIEGO, Calif., July 9, 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 SVP, Chris Anderson, has been named to HousingWire's 2015 Rising Stars list.

HOLLYWOOD, Calif., July 9, 2015 (SEND2PRESS NEWSWIRE) -- Zak Lee Guarnaccia, Actor/Stuntman, Executive Producer at LightRow Pictures, and Paul Lupi, Producer of Lupi Pictures, enter production of the feature film in the martial-arts, action-thriller genre entitled 'KALM.' Principal photography partially funding being raised on Kickstarter. The project will debut at the SAN DIEGO COMIC-CON 2015 (SDCC).

SANTA ANA, Calif., July 9, 2015 (SEND2PRESS NEWSWIRE) -- Veros Real Estate Solutions (Veros), an award-winning industry leader in enterprise risk management, collateral valuation services and predictive analytics, reports that the residential market continues in a positive trajectory, with a greater percentage of markets expected to increase in value over the next 12 months, moving upwards to 90% from last quarter's 86%.

SAN FRANCISCO, Calif., June 29, 2015 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty and employee benefits insurance brokerage and consultant, announced today their move into new offices in Birmingham, Alabama.

SAN DIEGO, Calif., June 24, 2015 (SEND2PRESS NEWSWIRE) -- ReverseVision, Inc. today announced it has added automated credit reporting capabilities to RV Exchange (RVX), ReverseVision's flagship reverse loan origination system (RLOS) platform. Through this integration, reverse mortgage lenders are able to automatically import a borrower's credit information directly into RVX's Financial Assessment (FA) module.

TORRANCE, Calif., June 24, 2015 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced today that a group of clients have begun to test the features and functionality available within its new Collaborative Closing Portal, SmartCLOSE(TM).

SAN FRANCISCO, Calif., June 23, 2015 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Vanessa Ruiz Mitilier has joined the firm as a senior consultant and producer in the firm's Southern California Employee Benefits Consulting Practice.

SAN DIEGO, Calif., June 18, 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 the San Diego Business Journal's (SDBJ) has named the company to its annual Best Places to Work list for the fourth year in a row.

SAN FRANCISCO, Calif., June 11, 2015 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Brian Laney has joined the firm as a property and casualty insurance broker/producer and principal.

SAN DIEGO, Calif., June 10, 2015 (SEND2PRESS NEWSWIRE) -- ReverseVision, Inc. announced the launch of their new RV Support Portal designed to improve the RV Exchange (RVX) support experience for users of RV Exchange (RVX), ReverseVision's flagship reverse loan origination system (RLOS) platform.

KALISPELL, Mont., June 8, 2015 (SEND2PRESS NEWSWIRE) -- JOSEPH EVE CPAs Partner Joseph Eve and Lindan Elliot will teach two sessions at the Tribal Gaming Regulators and Commissioners Level II Training Certification Series June 9, 2015 at KwaTaqNuk Resort Casino in Poulson, Montana.

SAN FRANCISCO, Calif., May 26, 2015 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty and employee benefits insurance brokerage and consultant, announced today the addition of Courtney Pino as a commercial insurance broker/producer as well as their move into new Reno, Nevada offices.

SAN FRANCISCO, Calif., May 21, 2015 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage and consultant, announces that Myesha Lamison has joined as Director, Benefits Technology as a part of EPIC's growing national Employer Services Platform (ESP) team.

SAN DIEGO, Calif., May 18, 2015 (SEND2PRESS NEWSWIRE) -- Today The Mortgage Collaborative (TMC), an independent lending cooperative serving small and mid-sized mortgage lenders and community-based lending institutions, and Fannie Mae agreed upon enhancements to the benefits offered to TMC members that were announced earlier in the year through a strategic partnership agreement.

SANTA ANA, Calif., May 18, 2015 (SEND2PRESS NEWSWIRE) -- Veros Real Estate Solutions (Veros), an award-winning industry leader in enterprise risk management, collateral valuation services and predictive analytics, announced today that lenders and technology vendors interested in the option of implementing a direct connection to FHA's recently announced Electronic Appraisal Delivery (EAD) portal for electronic appraisal submission can connect through Veros' proprietary product, PATHWAY.

MEMPHIS, Tenn., May 18, 2015 (SEND2PRESS NEWSWIRE) -- The Mortgage Bankers Association of Arkansas (MBAA) held its installation of new officers and board members during the 3rd Annual Tri-State MBA Conference. The Conference involved mortgage professionals from Arkansas, Mississippi Tennessee and was held May 4 - 6 at the Cook Convention Center.

SAN FRANCISCO, Calif., May 18, 2015 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has acquired Executive Financial, Inc., an employee benefits consulting firm specializing in executive benefits, life, and disability insurance strategies.

KALISPELL, Mont., May 12, 2015 (SEND2PRESS NEWSWIRE) -- Casino Accounting experts Joseph Eve and Lindan Elliott of JOSEPH EVE CPAs will present '4 Casino Accounting Trends to Watch in 2015' at the Great Plains Indian Gaming Conference May 18 - 20, 2015 at Mystic Lake Casino in Prior Lake, Minnesota.

SAN FRANCISCO, Calif., May 12, 2015 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has acquired Sorci Insurance Brokerage, Inc., a specialist in providing comprehensive Workers' Compensation Insurance services to New Car Auto Dealers in California.

TORRANCE, Calif., May 11, 2015 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced today that its eSign platforms have now processed more than 100 million mortgage-related eSignature transactions.

LITTLE ROCK, Ark., May 8, 2015 (SEND2PRESS NEWSWIRE) -- Arkansas Mutual Insurance Company announced today that it will be joining Constellation, a mutual holding company, and its family of companies. Arkansas Mutual is a provider of medical professional liability insurance for physicians, located in Little Rock; it will be the third Constellation member company, joining MMIC and UMIA. The terms of the transaction were not disclosed.

TORRANCE, Calif., May 7, 2015 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that it has completed all required TILA-RESPA Integrated Disclosure rule (TRID) software development and testing, and the new TRID enhancements have been officially released into DocMagic's production environment.

COSTA MESA, Calif., April 28, 2015 (SEND2PRESS NEWSWIRE) -- In response to the surge in EB-5 applications from mainland China, the U.S. State Department has announced a cutoff date for immigrant investors from mainland China applying for permanent residency in the U.S. through the EB-5 visa program, according to PDC Capital Group.