WARRENVILLE, Ill. /CitizenWire/ — Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list.
Archive | Finance
Finance News, including banking, mortgage lending, public companies, economic reports, earnings, and related financial news.
News: Fairport Wealth Announces 2021 Community Beacon Recipient | CitizenWire
CLEVELAND, Ohio /CitizenWire/ — Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient. According to Managing Partner Kenneth J. Coleman, “The pandemic has made fighting hunger an even more pressing issue and we are happy to lend a […]
News: KBKG Welcomes Two New Directors to Atlanta-Based Operation | CitizenWire
ATLANTA, Ga. /CitizenWire/ — Nationwide tax specialty firm KBKG hired two new Directors, Amar Patel and Ian Williams, as part of their Southeast practice. Both Directors join KBKG with over 25 years of combined experience in Cost Segregation and Research & Development Tax Credits, two key services offered by the firm to CPAs and businesses.
News: EPIC Announces Leadership Structure Realignment | CitizenWire
ATLANTA, Ga. /CitizenWire/ — EPIC Insurance Brokers and Consultants CEO Steve Denton announced organizational and restructuring changes, effective immediately, across the company. The moves are designed to position EPIC to thrive for years to come.
News: EPIC Adds Allen Baker as Senior Risk Consultant | CitizenWire
BIRMINGHAM, Ala. /CitizenWire/ — EPIC Insurance Brokers and Consultants announced today that Allen Baker has joined its National Energy Construction Team as a Senior Risk Consultant. Baker will be based in Birmingham, Alabama.
News: FormFree’s Expanded Income and Employment Verification Covers 85% of Working Americans | CitizenWire
ATHENS, Ga. /CitizenWire/ — FormFree® today announced its AccountChek® 3n1 (3n1) asset, employment and income verification service now covers 85% of U.S. workers whose employers utilize a payroll processing service, representing over 100 million wage earners.
News: MBA’s Charmaine Brown to Kick-Off Day One #HousingDC21 Discussion on Diversity, Equity and Inclusion | CitizenWire
WASHINGTON, D.C. /CitizenWire/ — Housing Finance Strategies President Faith Schwartz today announced that Charmaine Brown, the Mortgage Bankers Association Director of Diversity, Equity & Inclusion will kick-off Day One of #HousingDC21, a 100% virtual housing summit being held on September 20-21, 2021.
News: Top of Mind Elevates Nick Belenky to Chief Revenue Officer | CitizenWire
ATLANTA, Ga. /CitizenWire/ — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced the promotion of Nick Belenky to chief revenue officer. In this elevated role, Belenky will lead Top of Mind’s marketing, sales and customer experience teams.
News: SimpleNexus User Group Announces Finalized SNUG 2021 Agenda, Debut of Inaugural Nexus Awards | CitizenWire
LEHI, Utah /CitizenWire/ — SimpleNexus, developer of the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, today announced it has finalized the 2021 SimpleNexus User Group (SNUG) conference agenda with the addition of new speakers and the inaugural Nexus Awards presentation ceremony.
News: Surefire CRM by Top of Mind Integrates with Blend to Optimize Borrower Experience, Expedite Mortgage Loan Application Process | CitizenWire
ATLANTA, Ga. /CitizenWire/ — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced its integration with digital lending platform Blend.
News: Promontory MortgagePath Appoints Savita Ilango as Chief Financial Officer | CitizenWire
DANBURY, Conn. /CitizenWire/ — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, announced today it has hired Savita Ilango as chief financial officer. A financial industry veteran, Ilango brings unique perspectives for helping Promontory MortgagePath continue both on its growth trajectory and toward achieving its mission of changing the […]
News: KBKG Welcomes Three New Principals to Their Cost Segregation and Research & Development Tax Credit Services | CitizenWire
PASADENA, Calif. /CitizenWire/ — Nationwide tax specialty firm KBKG promoted Eddie Price to Principal of Cost Segregation Services, as well as Paul McVoy and Jonathan Tucker to Principals of Research & Development Tax Credit Services.
News: LBA Ware Announces Mortgage Industry Outlook Webinar Featuring Mortgage Bankers Association Chief Economist Michael Fratantoni | CitizenWire
MACON, Ga. /CitizenWire/ — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, today announced it will debut its quarterly webinar series with a 2021 mortgage industry outlook session featuring Mortgage Bankers Association (MBA) chief economist and senior vice president, research and industry Michael Fratantoni.
News: Los Angeles Based CPA Firm Announces New Principal, Stacey R. Korman, CPA, MST | CitizenWire
PASADENA, Calif. /CitizenWire/ — KROST CPAs and Consultants, the Los Angeles based firm, has announced a new Principal, Stacey R. Korman, CPA, MST. Stacey has extensive experience in assurance & advisory and accounting services and since joining the firm she has led the accounting and audit departments.
News: EPIC Insurance Brokers & Consultants Acquires Pharmaceutical Strategies Group | CitizenWire
SAN FRANCISCO, Calif. /CitizenWire/ — EPIC Holdings, Inc. (EPIC) announced today that it has agreed to acquire Pharmaceutical Strategies Group (PSG). The move incorporates the expertise and resources of the nation’s largest independent pharmacy benefit consulting firm into EPIC’s Employee Benefits Consulting practice.
News: SimpleNexus accelerates momentum in 2020 with one of eight U.S. mortgage loans passing through its homeownership platform | CitizenWire
LEHI, Utah /CitizenWire/ — SimpleNexus, developer of the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, today announced accelerated momentum in 2020 marked by expansive market growth and product innovation.
News: CA Property Tax Laws Change in 13 Days: To Help Heirs Now Inheriting Property to Preserve Low Property Tax Base – Commercial Loan Corp Offers Free Benefit Analysis | CitizenWire
NEWPORT BEACH, Calif. /CitizenWire/ — With only 13 days left before California Proposition 58 property tax breaks undergo changes and limitations imposed by new tax measure Proposition 19, on Feb. 16, 2021 – popular trust lender Commercial Loan Corporation is offering Heirs of Estates and Trust Beneficiaries, who are inheriting a home from parents, a […]
News: Policy Inspector Partners with FIMC | CitizenWire
STOWE, Vt. /CitizenWire/ — Policy Inspector Inc. is pleased to announce we have partnered with FIMC in their new Silver Safeguard benefit program. The Policy Inspector searches for lost insurance policies and annuities for members and their loved ones; including policies on living and deceased policyholders.
News: EPIC Welcomes John Prentis and Larry Bowlus to Executive Risk and Cyber Practice | CitizenWire
SAN FRANCISCO, Calif. /CitizenWire/ — EPIC Insurance Brokers & Consultants is pleased to welcome John Prentis and Larry Bowlus to its Executive Risk and Cyber practice. Joining from a global broker, Prentis and Bowlus will focus on large public, technology, and financial institution executive liability coverages, including Directors & Officers Liability.
News: Sales Boomerang Ushers in New Era of ‘Smart’ Borrower Retention with Beta Release of Prescriptive Scenarios | CitizenWire
WASHINGTON, D.C. /CitizenWire/ — Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, today announced the beta release of Prescriptive Scenarios, a product line of ‘smart’ loan scenarios designed to identify the ideal loan for each borrower.
News: ACES Quality Management Recruits Mortgage Compliance Expert Amanda Phillips as Latest Executive Vice President | CitizenWire
DENVER, Colo. /CitizenWire/ — ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced it has selected Amanda Phillips as executive vice president of compliance.
News: Fairway America, LLC selects Pereview as its new asset management platform | CitizenWire
PORTLAND, Ore. /CitizenWire/ — Commercial real estate and private equity investment firm Fairway America has chosen Pereview Software to support its growing portfolio. Pereview is the only all-in-one asset management platform that manages all of a client’s data across the entire asset lifecycle from acquisition to disposition.
News: LBA Ware Issues Q4 2020 Loan Compensation Report, Includes Summary of 2020 Loan Originator Commission Trends | CitizenWire
MACON, Ga. /CitizenWire/ — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, today released summary statistics on the state of mortgage industry incentive compensation in the fourth quarter of 2020 and loan originator (LO) commissions for the year as a whole.
News: Paramount Property Tax Appeal Offering a Free New Years Evaluation for Affluent Homeowners & Business Property Owners, RE: ‘Feb 16 Changes to Tax Laws & Tax-Reduction Solutions’ | CitizenWire
SAN DIEGO, Calif. /CitizenWire/ — With only 20 days left before CA tax laws change, imposing limitations on property tax relief – property tax reduction firm Paramount Property Tax Appeal is ushering in the New Year with a free New Years evaluation for California families, affluent homeowners and all types of business property owners – […]
News: Mid America Mortgage Hires Katherine Carlsen as Underwriting Manager | CitizenWire
ADDISON, Texas /CitizenWire/ — Mid America Mortgage, Inc. announced today that mortgage industry veteran Katherine Carlsen has joined the company as underwriting manager. In her new role, Carlsen will utilize her more than 30 years of mortgage industry experience to lead underwriting for Mid America, enabling the company to sustain its track record of compliant […]
News: IDS Inks Preferred Partnership Agreement with Promontory MortgagePath | CitizenWire
SALT LAKE CITY, Utah /CitizenWire/ — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today it is fully integrated with Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, as part of a preferred partnership agreement signed with Promontory MortgagePath earlier this year.
News: Top of Mind Launches Mortgage Marketing University to Help Mortgage Professionals Expand Their Marketing Abilities | CitizenWire
ATLANTA, Ga. /CitizenWire/ — Top of Mind Networks, a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the launch of Mortgage Marketing University (MMU), a free program designed to help mortgage professionals take their marketing skills to the next level.
News: Beyond Benign Launches Its Green Chemistry Commitment 25×25 Initiative | CitizenWire
WILMINGTON, Mass. /CitizenWire/ — Beyond Benign, a green chemistry education nonprofit, today announced the launch of its Green Chemistry Commitment (GCC) 25×25 Initiative, working to ensure that 25 percent of graduating chemists in the US have a background in green chemistry by 2025 with the support of Beyond Benign partner Dow (NYSE: DOW).
News: SimpleNexus Names Richard Jackman VP of Marketing | CitizenWire
LEHI, Utah /CitizenWire/ — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced it has hired Richard Jackman to its executive team as vice president of marketing.
News: SimpleShowing Inks Partnership with Expetitle to Create a Fully Digital Home Purchase Experience | CitizenWire
MIAMI, Fla. /CitizenWire/ — SimpleShowing, an online real estate startup disrupting the traditional real estate brokerage by changing the way buyers and sellers use real estate services, is pleased to announce its partnership with Expetitle, a Wynwood-based technology-driven startup, to bring a fully digital-first closing solution to reality.
News: MCT Bolsters MSR Division with Hire of David Burruss to Address Demand for MSR Services | CitizenWire
SAN DIEGO, Calif. /CitizenWire/ — MCT® announced that David Burress has joined the company in the position of MSR Sales Director, directly addressing the increase in market demand for MCT’s MSR products. The hiring of Mr. Burruss ensures MCT can continue serving the needs of their MSR clients.
News: UniversalCIS Announces Acquisition of SharperLending | CitizenWire
PHILADELPHIA, Pa. /CitizenWire/ — UniversalCIS, a market leader in technology and solutions to the mortgage industry, is pleased to announce the acquisition of mortgage technology provider SharperLending. The SharperLending transaction, which follows the merger of Universal Credit, CIS Credit Solutions, and Avantus, provides further enhancements to the technology platform for UniversalCIS.
News: ReverseVision Lowers Lenders’ Costs to Originate Reverse Mortgages with Restructured Technology Plans and Pricing | CitizenWire
SAN DIEGO, Calif. /CitizenWire/ — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced it has restructured its technology plans and pricing matrix to ease lenders’ entry into reverse lending and support their success.
News: ACES Quality Management Charitable Giving Program Makes Impact For Third Consecutive Year | CitizenWire
DENVER, Colo. /CitizenWire/ — ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced the latest results of its ACES CARES philanthropic campaign and matching gift program.
News: Mid America Mortgage Expands Access to Down Payment Assistance Program to Its Correspondent Partners | CitizenWire
ADDISON, Texas /CitizenWire/ — Mid America Mortgage, Inc. (Mid America) announced it has added down payment assistance (DPA) to the slate of mortgage products and services offered through its correspondent division. This is an expansion of the DPA program Mid America created for its retail channel in 2019 in partnership with the Rosebud Economic Development […]
News: Samuel Howe Tapped as New Alliance Group CMO | CitizenWire
ATLANTA, Ga. /CitizenWire/ — Alliance Group, a national insurance marketing organization (IMO), announced Monday that Samuel Howe has been tapped to succeed Lee Duncan as its Chief Marketing Officer, effective immediately. Duncan had previously occupied the CMO role before his own promotion to President and CEO back in November.
News: Nocera, Inc. Signs Variable Interest Entity Agreements Resulting in 100% Controlling Interest in Xin Feng Construction Co., Ltd. and Shunda Feed Co., Ltd. in Taiwan | CitizenWire
ATLANTA, Ga. /CitizenWire/ — Nocera, Inc. (OTC:NCRA) (“Company”) today announced that it has formally signed Variable Interest Entity (“VIE”) agreements with Xin Feng Construction Co. Ltd., (XFC) a Taiwan construction firm, and Shunda Feed Co., Ltd., (SFC) a Taiwan aquaculture feed firm resulting in 100% controlling interest in both companies.
News: Chelsea Groton Bank and Foundation Together Gave Record $1 Million in 2020 | CitizenWire
GROTON, Conn. /CitizenWire/ — Last year, Chelsea Groton Bank and its Foundation provided more than $1 Million to non-profit organizations in our communities. The Foundation recently approved $405,820 in grants to 68 non-profit organizations from Connecticut and Rhode Island, which put the full year’s giving total above the $1 Million mark for the first time […]
News: Housing Finance Strategies Announces #HousingDC21 | CitizenWire
WASHINGTON, D.C. /CitizenWire/ — Housing Finance Strategies President Faith Schwartz today announced that the firm will host a 100% virtual housing summit on September 20-21, 2021.
News: Shomari Gilyard, CFP, Director, Wealth Planning, has been made a partner at KF Advisors | CitizenWire
NEW YORK, N.Y. /CitizenWire/ — Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to announce that Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner of the firm.