Finance News
Unlock the world of finance with information about the accounting, banking and financial services, insurance and investment industries. Catch up on the latest innovations in retail and commercial banks, personal finance management and the major players on the venture capital stage.
Denarius Announces Beta of Kronos Wallet and Chat
Kronos, a new application beta from the developers of Denarius (D), provides people a way to socialize and transact without a central authority. This new proof of concept takes decentralization, blockchain and privacy to the next level. - January 21, 2021 - Denarius
Kevin Sarney Joins Charles River CFO to Lead Life Sciences Practice
Charles River CFO, Inc. (CRCFO), a provider of part-time and interim CFO and accounting services, today announced Kevin Sarney has joined the leadership team as the Life Sciences Practice Leader and CFO. With over 20 years of experience in public and private life sciences companies, Kevin will lead... - January 21, 2021 - Charles River CFO
Long-Term Care Insurance Cost of Waiting Index Released by AALTCI
The cost of delaying when you purchase long-term care insurance can be as much as 147 percent according to new data released by the American Association for Long-Term Care Insurance (AALTCI). "The cost for long-term care insurance is based on your age when you apply among other factors,"... - January 21, 2021 - American Association for Long-Term Care Insurance
GM Warburg Commercial – Stocks Remain Well Supported Despite COVID Resurgence
GM Warburg Commercial says ongoing central bank liquidity operations and huge $1.9tn US stimulus to support stock prices regardless of hit to global economic growth say GM Warburg Commercial analysts. - January 20, 2021 - GM Warburg Commercial
NAFA Welcomes 2021 Board of Directors
Board Grows as New Electees Look to Drive Engagement through Continued Innovation and Annuity Leadership - January 16, 2021 - NAFA, National Association for Fixed Annuities
Global Excel Achieves SOC 1 & 2 Type I Certification
Global Excel, a leader in Healthcare Risk Management, announces that it is now officially SOC 1 & 2 Type I compliant across the organization. The SOC 1 Type I report provides organizations with assurance that internal and connected external reporting controls are properly designed and in place. - January 14, 2021 - Global Excel Management
SolarCraft Complete Solar Power Installation for West Marin Medical Center; West Marin Medical Practice Flips the Switch to Solar and Saves
Novato and Sonoma based SolarCraft, a leading North Bay clean energy provider for over 35 years, recently completed the design and installation of a 11.2 kW DC solar electric system West Marin Medical Center in Point Reyes Station, CA. - January 14, 2021 - SolarCraft
American Receivable Ranked #1 Factoring Company for Eighth Consecutive Year
American Receivable Corporation has been rated the #1 Factoring Company for small to medium businesses by Business.com for the eighth consecutive year. Business.com writer Sean Peek said, “American Receivable is an excellent factoring service with fast turnarounds, no monthly minimums and a... - January 14, 2021 - American Receivable Corporation
DAFEX’s AIT 3.0 is an All New MT5 Upgraded Edition AI Trading Platform
AIT 3.0 is the harvest of years of hard work and accumulated experience by DAFEX’s research and development team. AIT 3.0 is considered one of the most wholesome and pioneering AI based trading platforms globally utilizing an all-automated approach to execute AI processing, along with its... - January 14, 2021 - DAFEX
Residence Clubs International, Inc. Announces $50 Million Investment from Alfie Best, Chairman of Wyldecrest Parks
Residence Clubs International, Inc. CEO Craig Williamson is pleased to announce the sale of a portion of ResClubs® to British businessman and philanthropist Alfie Best. With the ResClubs’ innovative program patent pending, mobile app partnership with Hudini and infinitWiFi, and its one-year beta test with live members completed in 2020, the company now has its capital partner in place and is moving ahead with its expansion. - January 13, 2021 - ResClub
LichtensteinRE Has Sold a Shopping Center in Congers, NY for $4,000,000
LichtensteinRE has procured a Rare 4% Fixed Rate Interest; Only 15 Year Seller’s PM Private Money First Mortgage for the Buyer. - January 13, 2021 - LichtensteinRE
Eric J Dalius Offers His Eric Dalius Scholarship to US-Based Students
There are but a few entrepreneurs and leaders like Eric Dalius who have played an essential role in improving and advancing the American dream. - January 12, 2021 - Eric Dalius Grant
Cloud Maven, Inc.’s New Bank Connect Brings “Open Banking” to Salesforce AppExchange
Computer software and comprehensive solution creator and consultant Cloud Maven, Inc. announced the launch of Bank Connect on Salesforce AppExchange today. With Plaid’s technology, a data network powering over 3,000 fintech apps and services globally, the new application radically improves... - January 12, 2021 - Cloud Maven
GetDiversityCertified.com Launches New Book to Help Businesses Earn Certification
New book “Certify & Sell” delivers a comprehensive guide to certification and supplier diversity. - January 12, 2021 - Abator Information Services
Darcy L. Knapp-Fricks Featured as the Biography of the Month for September 2020 by Strathmore's Who's Who Worldwide Publication
Darcy L. Knapp-Fricks of Mansfield, Texas has been featured as the Biography of the Month for September 2020 by Strathmore’s Who’s Who Worldwide for her outstanding achievements and contributions in the fields of agriculture, real estate, investments, and self-storage. Strathmore... - January 11, 2021 - Strathmore Worldwide
ASC Secures $10.24 Million Acquisition Loan for Multifamily Community in Burbank, IL
American Street Capital (“ASC”) announced today that it has secured a $10.24 million acquisition loan for a multifamily community located in Burbank, IL. Built in 1983, the multifamily community consists of 27 simplex style buildings containing 173 units on 6.31 acres. The unit mix... - January 08, 2021 - American Street Capital
AlphaEx: Updates on XDCE Withdrawal and XDC Swap
Important Announcement for AlphaEx and XinFin Community on XDCE withdrawal available, Swap Ratio of XDC, Other Assets withdrawals at AlphaEx. - January 08, 2021 - Alphaex Labs Ltd
Gaylan Hendricks Scheduled to Deliver Keynote Address at Medicare Gurus Mastermind Conference
Gaylan Hendricks, CEO of health insurance company Senior Security Benefits, announced she will be a keynote speaker at the upcoming Medicare Gurus Mastermind conference in late February 2021. - January 07, 2021 - Senior Security Benefits, Inc.
RPA Publishes Analysis of Stable Value Funds in Participant‐Directed Retirement Plans
White paper, Stable Value: A Risk-Free Dilemma, explores the appropriate use of fixed/stable value funds in defined contribution retirement plans. - January 06, 2021 - Retirement Plan Advisors
The College Investor Ranks the Top Tax Software of 2021
2020 was a strange year for Americans, and the economic turmoil may yield some tough surprises at tax time. Fewer people than ever will have “simple” tax returns. That could lead to difficult tax filing and unexpected “upgrades” that require filers to pay extra. This year, more than ever, there is no "one-size-fits-all" for the best tax software. - January 04, 2021 - The College Investor
Simmons & Silver CPA, PC and Accurant, LLC Announce the Merger of Both Companies to Offer Expanded Services
Simmons & Silver CPA, PC and Accurant, LLC Announce the Merger of Both Companies to Offer Expanded Services in South Dakota - January 04, 2021 - Accurant, LLC
How an Innovative Strategy Changed Portfolio’s Profits – MHS Group
Based on accurate scenario planning and foresight investing strategies, MHS funds experienced 120% turnover within a year which was more successful than most other well-known investing funds. - January 04, 2021 - MHS group
Alphaex: Update as of 30th December 2020
Latest updates on the swap, withdrawal request, and update for the users bought xdce after 6 DEC 5.30 PM GMT. - January 01, 2021 - Alphaex Labs Ltd
IREM Austin Announces 2020 Award Recipients for Excellence in Property Management
The Institute of Real Estate Management Austin Chapter announces winners of its 2020 awards recognizing excellence in property management to outstanding professionals. For over 80 years, IREM has set the standard for professionalism in the real estate industry through adherence to the highest... - December 31, 2020 - IREM Austin
Home Care Insurance Options in Georgia and Colorado Explored by Long-Term Care Insurance Association
Two new videos explore home care insurance options available for older Americans residing in Georgia and Colorado. The videos were produced by the American Association for Long-Term Care Insurance (AALTCI). "When you live a long life, the chances you'll need care become highly likely,"... - December 31, 2020 - American Association for Long-Term Care Insurance
TruDecision Appoints Auto Finance Veteran David Knightly to the Role of Chief Revenue Officer
TruDecision, Inc. (TruDecision) announced today that David Knightly, a seasoned auto finance executive, will assume the role of Chief Revenue Officer. TruDecision, a fintech company providing sophisticated analytic solutions to consumer lenders, has experienced significant growth over the last year... - December 30, 2020 - TruDecision Inc.
Eric J Dalius Offers a New Scholarship Through His Eric Dalius Giving | 2021 Program
Eric Dalius is delighted to announce new scholarship opportunities for those demonstrating academic excellence and leadership qualities. These initiatives are being offered through Eric Dalius Giving | 2021. The Giving program is available to students studying at accredited Universities throughout the United States. The goal is to ease the tuition burdens of those striving to graduate. - December 28, 2020 - Eric Dalius Grant
Local Santa Barbara Investment Advisor, Kipley Lytel CFA Awarded "Wealth & Finance Elite 2021"
RIA Founder of Montecito Capital Management, Kipley J. Lytel CFA, recognized as “Best Wealth Manager 2021” by Corp Today for Southern California region. - December 28, 2020 - Montecito Capital Management Group
Americans Spend Record Amount Out-of-Pocket for Nursing Home Care Reports Long-Term Care Insurance Association
Americans spent a record $45.6 Billion out of pocket for nursing home care an increase over prior years reports the American Association for Long-Term Care Insurance (AALTCI). "While Medicare and Medicaid continue to pay the majority of nursing home costs, individuals and families are... - December 24, 2020 - American Association for Long-Term Care Insurance
Twitch Mega-Talent Venus Releasing New Single "Swathe of Stars" in January
Popular Twitch star Venus and her label, Hand Delivered Records, will be releasing “Swathe of Stars” which has become a hit on her live music performance streams. “Swathe of Stars” is a classic love song filled with hope and positivity which premiered on her VenusWorld... - December 23, 2020 - Hand Delivered Records
Simple Releases the 2021 Family Office & Private Wealth Trend Report
With COVID ambiguity and turbulent financial markets, new trends are rocking the financial world. In Simple's latest Family Office & Private Wealth Trends they dive in deep to the top trends family offices must brace for in 2021. Here are some key takeaways: Privacy becomes the new gold; Cause-washing becomes the new greenwashing; The rise of locality changes the real-estate investing game. - December 23, 2020 - Simple
Home Care Expenditures Growing Reports Long-Term Care Insurance Association
Over $113 Billion was spent on home care services in 2019; a significant increase over prior years reports the American Association for Long-Term Care Insurance (AALTCI). "As millions of Americans age and require support services, they prefer to receive care in their own home," explains... - December 23, 2020 - American Association for Long-Term Care Insurance
Eric J. Dalius, a Marketing Expert with a Heart of Gold, Helps US-Based Students Reduce Their Tuition Burdens
Eric J Dalius, the renowned entrepreneur and marketing guru, principal behind several successful ventures, has been graced with both personal and financial success. He carries with him the rare talent...a dreamer who consistently achieves concrete financial results. - December 22, 2020 - Eric Dalius Grant
BDA Advises Neoss on Its Sale to CareCapital Advisors
BDA Partners is pleased to announce that its client, Neoss Limited (“Neoss”), has been acquired by CareCapital Advisors Limited (“CareCapital”), an equity investor focused on the dental and oral care industry. CareCapital is one of the largest dental investors in the world,... - December 22, 2020 - BDA Partners Ltd
R3i Ventures Announces the Launch of the House of MedTech in Luxembourg
House of MedTech provides accelerated digital health and MedTech commercialisation pathway between Singapore and Luxembourg. It makes a measurable contribution to transforming societies and healthcare worldwide. - December 20, 2020 - R3i Ventures Pte. Limited
Trillium Capital Resources Arranges $27 Million Financing for Two Multifamily Properties and a $37 Million Multifamily with HUD
Trillium Capital Resources, LLC is pleased to announce the successful closing of two new multifamily properties and the successful repricing of a $37 million HUD loan through the A7 program. Palm Bay Grand Apartments, located in Melbourne, FL contains 166 units and was financed with a $21 million... - December 19, 2020 - Trillium Capital Resources
ASC Arranges $12.59 Million for Multifamily LIHTC Portfolio in Florida
American Street Capital (“ASC”) announced today that it has arranged $12.59 million in permanent loans for the acquisition of two LIHTC multifamily communities located in Florida. The first of the two deals include a $6,963,000 permanent loan for the acquisition of a 144-unit LIHTC... - December 19, 2020 - American Street Capital
BDA Advises Hyosung on the Sale of Hyosung Capital to ST Leaders
BDA Partners is pleased to announce that its client, Hyosung Corporation (“Hyosung”), has sold Hyosung Capital to ST Leaders Private Equity, an emerging Korean financial sponsor. Hyosung Capital is the specialized credit finance unit of Hyosung, focused on leasing and rental businesses... - December 18, 2020 - BDA Partners Ltd
United Capital Partners Sources $15MM Growth Capital Facility Offering
United Capital Partners sources $15MM in growth capital for an international based entity in the data storage industry. - December 18, 2020 - United Capital Partners
United Capital Partners Sources $12MM Real Estate Financing Offer
United Capital sources $12MM term debt or high growth venture backed customer. - December 18, 2020 - United Capital Partners
United Capital Partners Sources $10MM Equipment Lease Line
United Capital sources $10MM equipment lease line for customer in the Biotech Industry. - December 18, 2020 - United Capital Partners
United Capital Partners Secures $25MM Revolving Line of Credit Offering
United Capital Partners secures $25MM line of credit for high growth telecom entity. - December 18, 2020 - United Capital Partners
Survey: 73% of Americans Support Biden's Plan to Forgive $10,000 in Student Loan Debt
Student loan forgiveness has become a hot-button political issue over the last few months. President-Elect Biden has proposed canceling $10,000 in student loan debt, while others want more. The College Investor surveyed 2,000 Americans, including those who don't have loans, to see how much they support canceling student loan debt. - December 17, 2020 - The College Investor
BDA Named Investment Banking Firm of the Year 2020
BDA Partners was named Investment Banking Firm of the Year at the 19th Annual M&A Advisor Awards in New York. BDA was also awarded Cross-Border Deal of the Year, for advising Rich Products on the acquisition of its Indian JV, Rich Graviss. The M&A Advisor is the world’s foremost... - December 17, 2020 - BDA Partners Ltd
New Long-Term Care Insurance Policy Prices Rise 42.5 Percent Over Five Years Reports AALTCI
Costs for new long-term care insurance policies have risen by 42.5 percent compared to costs five years ago according to the American Association for Long-Term Care Insurance. AALTCI's director shares cost-saving approaches for consumers. - December 17, 2020 - American Association for Long-Term Care Insurance
Amit Sharma, Founder & CEO of FinClusive, Joins SweetGig’s Advisory Board
Amit Sharma, Founder & CEO of FinClusive is joining SweetGig's Advisory Board. Mr. Sharma’s work compliments SweetGig’s mission of making it easier for low-income, hourly workers to improve their financial well-being through employment. - December 16, 2020 - SweetGig
Vectra Bank to Break Ground on New Corporate Center at Belleview Station
Denver-based Vectra Bank will celebrate a significant organizational milestone this week with a virtual groundbreaking ceremony designed to mark the start of construction on the bank’s new corporate center at I-25 and Belleview Station. The three-year, multi-million-dollar project represents... - December 15, 2020 - Vectra Bank Colorado
Naveego Closes 2020 with Strong Growth Across Financial Services Healthcare & Insurance as Demand for New Era of Distributed Data Accuracy Solutions Gain Market Momentum
Naveego Complete Data Accuracy Platform delivers self-service data integration with built-in master data management providing customers with a single version of the truth across all data sources to harness the power of data for analytics on day one of deployment. - December 14, 2020 - Naveego
Long-Term Care Insurance Decline Rates Reveal Importance of Planning Early
A significant percentage of older individuals who applied for long-term care insurance were declined coverage by the insurance company according to the latest data. "Individuals mistakenly believe they can purchase long-term care insurance at any age and without regard to existing health... - December 12, 2020 - American Association for Long-Term Care Insurance
Verb(TM) Presents Speaker Series Features Bill Crowell
Bill Crowell, Partner at Alsop Louise Partners and former Deputy Director of the National Security Agency, will be the Verb(TM) Presents Speaker Series’ featured guest on January 18, 2021, 12 Noon (Pacific Time). Peter Coe Verbica, JD, CFP®, Managing Director of Silicon Private Wealth,... - December 10, 2020 - Silicon Private Wealth