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.

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 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.

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.

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%.

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.

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.

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.

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.

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.

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).

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.

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.

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%.

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).