Tag: Finance

JACKSONVILLE, Fla., Dec. 4, 2020 (SEND2PRESS NEWSWIRE) -- PARAGON Wealth Strategies, a Fee-Only Registered Investment Advisor and comprehensive wealth management firm, has acquired Mellen Money Management - a fee only financial planning firm specializing in investment management and life-stages planning for growing families.

SAN DIEGO, Calif., Dec. 3, 2020 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, debuted upgraded MCTlive! Pool Optimizer functionality at its MCT Exchange client conference last month. The technology enables secondary marketing managers to use actual cash window execution for optimization on each individual loan rather than using a dealer survey for spec pay-ups.

PALO ALTO, Calif., Dec. 1, 2020 (SEND2PRESS NEWSWIRE) -- Pureloan.com confidently demonstrates that, for the average home purchaser, its mortgage search engine provides on average $15,335 of lifetime savings in reduced interest payments by comparing loans.

ATLANTA, Ga., Nov. 24, 2020 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today welcomed retirement plan consultant Chris Lorino as leader of the firm's defined benefit (DB) administration team. Lorino possesses 30 years' experience providing benefits consulting, trust administration and relationship management services to DB and defined contribution (DC) plan providers.

NEW SMYRNA BEACH, Fla. /Florida Newswire/ -- NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has seen a 10X-increase in the number of remote online notarization (RON) transactions the company has performed for electronic wills (eWills) thus far in 2020.

DANBURY, Conn., Nov. 17, 2020 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, announced it has hired Diane Capers and Greg Bruns as regional vice presidents in the company's sales division.

SAN DIEGO, Calif., Nov. 12, 2020 (SEND2PRESS NEWSWIRE) -- Wes Nichols, president of Paramount Property Tax Appeal Service, is reminding California property owners that property tax relief will be severely limited by changes to the Proposition 58 Parent-to-Child Exemption, as Prop 19 will soon become law.

MIAMI, Fla. /Florida Newswire/ -- Papa Inc, the leading technology-enabled platform for companionship & assistance for older adults & families, today announced it has been selected by Reliance Medicare Advantage to provide services beginning January 1, 2021 to their Michigan HMO population in order to enhance their quality of life through the eradication of social isolation and loneliness.

MACON, Ga., Nov. 10, 2020 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, has partnered with Fiserv Inc. (NASDAQ: FISV) to provide out-of-the-box business dashboards and reports to users of the Mortgage Director loan origination system (LOS).

PALO ALTO, Calif., Nov. 10, 2020 (SEND2PRESS NEWSWIRE) -- Pureloan.com is the first website to offer professional loan officer-level mortgage search functionality for both home loans and home refinancing to all interested shoppers. Other websites simply allow searches using basic fields like location, LTV, and credit score, but Pureloan performs searches on the exact fields being used by loan underwriters.

COLORADO SPRINGS, Colo., Nov. 10, 2020 (SEND2PRESS NEWSWIRE) -- Colorado Springs investors preparing for or living in retirement need to plan for the expected while preparing for the unexpected − and position their investment portfolios for both, says Keith Eckhardt, an Edward Jones Advisor in Colorado Springs, Colorado.

WASHINGTON, D.C., Nov. 10, 2020 (SEND2PRESS NEWSWIRE) -- Today, an independent coalition of U.S. mortgage industry leaders launched the 'NOT OK? THAT'S OK' campaign to raise awareness among customers who have missed one or more mortgage payments in 2020 and may be eligible for forbearance assistance under the Coronavirus Aid, Relief, and Economic Security (CARES) Act. Faith Schwartz, president of Housing Finance Strategies, spearheaded the industry effort.

NEWPORT BEACH, Calif., Nov. 9, 2020 (SEND2PRESS NEWSWIRE) -- NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that in honor of Veterans Day, it would once again offer free remote online notarization (RON) sessions to United States veterans and current service members as part of its semi-annual "Help a Hero" initiative.

LAWRENCEVILLE, Ga., Nov. 6, 2020 (SEND2PRESS NEWSWIRE) -- Alliance Group, a national insurance marketing organization (IMO), announced Monday that it has appointed Lee Duncan as the new President and Chief Executive Officer of the company. Duncan previously occupied the role of Chief Marketing Officer.

COLORADO SPRINGS, Colo., Nov. 6, 2020 (SEND2PRESS NEWSWIRE) -- Edward Jones Financial Advisor Mike Biehl announced today that Financial Advisor Keith Eckhardt, has joined his office in Colorado Springs on October 14, 2020.

MACON, Ga., Nov. 5, 2020 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced today it has hired sales executive Kim Schnieders as senior sales consultant. Schnieders will support the expansion of LBA Ware's business development strategy during its rapid growth, driving revenue and supporting the influx of mortgage lenders implementing its award-winning technology.

LOS ANGELES, Calif., Nov. 2, 2020 (SEND2PRESS NEWSWIRE) -- James Cha, a Certified Tax Resolution Specialist from Ace Plus Tax Resolution, urges taxpayers to file their tax returns as soon as possible, even if they missed the tax deadline or can't pay off, as they're only increasing their tax bill by delaying.

ATLANTA, Ga., Oct. 29, 2020 (SEND2PRESS NEWSWIRE) -- 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 mortgage point-of-sale solution Floify.

ATLANTA, Ga., Oct. 29, 2020 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today issued guidance urging 401(k) plan sponsors to review their payroll systems and procedures in advance of January 1, 2021, to ensure compliance with the federal Setting Every Community Up for Retirement Enhancement (SECURE) Act.

MACON, Ga., Oct. 29, 2020 (SEND2PRESS NEWSWIRE) -- 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 compensation in the third quarter of 2020.