Recent Headlines
Within Financial Services
Sabina Ewing Awarded Bench and Deloitte Inaugural Life Sciences Tech Innovation Award
Award Recognizes Exceptional Contributions by Women in the Life Sciences Industry - March 15, 2024 - Bench International
Guy Sansone, Co-Founder and CEO of H2 Health, Joins Carisk® Partners Board of Directors
Brings Extensive Leadership Expertise to Carisk's Board of Directors - March 14, 2024 - Carisk Partners
Paperwork Consulting Participates in the 2024 Wisconsin Federal Funding Conference
The purpose of this annual event is to promote transparency and accountability of federal funds and provide school districts with the information they need to remain in compliance whilst maximizing their federal resources. In 2024, Paperwork Consulting extended its service offerings to include virtual labor law training, construction AIA pay applications, and aerial drone photography and videography. - March 14, 2024 - Paperwork Consulting
Brawner Insurance Acquires Armstrong Insurance Agency
Owner Jared Brawner adds Sales Advisor Jake Bunker to the growing company. - March 14, 2024 - Valley Insurance Agency Alliance
Medivest Announces the Addition of Eric Rycus as Vice President of Business Development
Medivest Benefit Advisors LLC, a leader in Medicare Secondary Payer (MSP) services and settlement planning, is pleased to announce the hiring of Eric Rycus as the new Vice President of Business Development. - March 13, 2024 - Medivest
Jonathan Pope Joins the Meadows Bank SBA Team as SVP, Business Development Officer in Tennessee
Meadows Bank announced today that Jonathan Pope has joined Meadows Bank as an SBA, Senior Vice President, Business Development Officer. Jonathan brings over 19 years of commercial banking experience, specializing in SBA loans. - March 13, 2024 - Meadows Bank
Telarus Announces Next-Generation Quote Experience with CableFinder Strategic Partnership
Comprehensive Quote Management Tools Enhance Technology Advisors' Efficiency and Competitive Edge Today at Channel Partners Conference & Expo Las Vegas, Telarus, a leading technology services distributor (TSD), introduced Telarus Quote Experience, a suite of quote management tools and services... - March 12, 2024 - Telarus
Adam White Joins the Meadows Bank SBA Team as SVP, Business Development Officer in Ogden, Utah
Meadows Bank announced today that Adam White has joined Meadows Bank as an SBA, Senior Vice President, Business Development Officer. Adam brings over 14 years of commercial banking experience, specializing in SBA loans. - March 12, 2024 - Meadows Bank
California Coast Credit Union Officially Recognized as a Great Place to Work
California Coast Credit Union has received official recognition as a Great Place to Work following certification by a national workplace assessment organization. This year, 83% of Cal Coast Credit Union employees who were surveyed said Cal Coast is a great place to work compared to 57% of employees... - March 11, 2024 - California Coast Credit Union
Altitude Capital Group Announces Closing of $1 Million Equity Private Placement for Cardio Diagnostics, Inc.
Altitude Capital Group, LLC (“Altitude”), a member of FINRA and SIPC, and a premier full-service investment bank and securities broker-dealer based in Newport Beach, CA, announced the successful closing of an equity financing round totaling $1,000,000 for Cardio Diagnostics, Inc., a... - March 11, 2024 - Altitude Capital Group LLC
The Musuneggi Financial Group Adds Sarsfield as Senior Client Services Associate
Kerri J. Sarsfield joined The Musuneggi Financial Group as Senior Client Services Associate. Ms. Sarsfield brings 27 years of insurance operations, support, and design experience. She will work alongside firm President, Christopher S. Musuneggi and Senior Insurance Advisor, Sam Carlson. The addition continues the growth of the firm enhancing their commitment to holistic financial planning and elevated client service. - March 11, 2024 - The Musuneggi Financial Group
House of Motorsport - The Agency Empowers Women in Luxury Car Brokerage on International Women's Day
As a global supercar brokerage, House of Motorsport - The Agency is launching an initiative aimed at promoting gender diversity and empowering women within the luxury car brokerage industry. As the world celebrates International Women's Day, HOM - The Agency is taking a bold step towards fostering... - March 10, 2024 - House Of Motorsport - The Agency
Gorden Group of Keller Williams East Valley Arranges the Sale of Rim260 Storage
Donnie Dodson of Keller Williams East Valley has arranged the sale of Rim260 Storage in Star Valley, Arizona. The self-storage facility sold March 6, 2024, for $1,200,000. The property spans 1.37 acres, 20,709 rentable sf and provides 44 spaces of self-storage and 39 RV parking spaces. Donnie... - March 10, 2024 - The Gorden Group
Panva Technology Revolutionizes Telemedicine with AI-Powered Clinical Note Assistance
In the fast-evolving landscape of healthcare, video-based telemedicine has emerged as a transformative force, enhancing patient experiences and expanding the reach of healthcare providers beyond traditional office settings. However, with the surge in telehealth visits, a pressing challenge has emerged: the efficient documentation of patient encounters. Addressing this concern, Panva Technology proudly announces the launch of its groundbreaking AI-powered clinical note assistance eMDNotes. - March 09, 2024 - Panva Technology
Daryon Hotels International LLC Brings Wingate to Owensboro KY
Wingate by Wyndham managed by Daryon Hotels is excited to announce the opening of its latest property in Owensboro, Kentucky, in the last week of March 2024. - March 09, 2024 - Daryon Hotels International LLC
Fieldcode Unveils Industry-First Engineer Efficiency Factor, Offering Unmatched Performance Insights in Field Service Management
Fieldcode, an innovator in the field service management software sector, has launched a unique feature, the Engineer Efficiency Factor. This metric, not found in any other field service solution, aims to provide new operational standards across the field service industry, offering precision in route planning which in turn significantly increases productivity. - March 09, 2024 - Fieldcode
Altitude Capital Group Secures FINRA Approval, Strengthens Global Investment Services
Altitude Capital Group has received approval from the Financial Industry Regulatory Authority (FINRA), marking a significant step forward in expanding its investment banking and securities brokerage services internationally. This approval enables Altitude to enhance its efforts in capital raising... - March 08, 2024 - Altitude Capital Group LLC
ARIDO Jewelry Art Group Presenting Multi-Billion Dollar Collection During Academy Awards 2024
ARIDO Fine Art created with the highest quality gems and precious metals in the world. Founded by a scion descendant of the Maimonides, a prominent 11th century family, that set sail to South East Asia bringing gems and luxury goods back to Europe, Jesse Raphael & Celebrity Guru Thomas Chappell, a world class designer with a background in fashion, art and history. - March 08, 2024 - ARIDO Jewelry
Mount Irvine Capital Group Launches Full Life Cycle Financing Program for the Commercial Construction Sector
Mount Irvine Capital Group, via its Quidity Fund, launches a groundbreaking Full Life Cycle Financing Program for commercial construction contractors. The program is powered by the organization's desire to provide a holistic approach that empowers contractors throughout the entire project life cycle. - March 08, 2024 - Mount Irvine Capital Group
Evenness Appoints Bhuva Shakti as Co-founder, Director, and Fractional Chief Product and Sustainability Officer
Evenness, an AI-powered infrastructure provider for cross-platform accessible and sustainable design, and web accessibility compliance, including AR/VR, Spatial Computing, and Gaming, today announces the appointment of Bhuva Shakti as a Co-founder, member of the Board of Directors, and fractional Chief Product and Sustainability Officer, effective March 1, 2024. - March 07, 2024 - Evenness
Spencer Savings Bank Donates $10K to Support STEM Education
Spencer Savings Bank donated $10,000 to the Research & Development Council of New Jersey in support of their Governor’s STEM Scholars program. The generous contribution aimed to assist students in pursuing science, technology, engineering, and mathematics (STEM) fields. - March 06, 2024 - Spencer Savings Bank
Evolution Analytics Named Among Top 20 AI Solution Providers for 2024 by Enterprise Viewpoint
Evolution Analytics, a premier data and analytics consulting firm for mid-market organizations, has been recognized in Enterprise Viewpoint's Top 20 AI Solution Providers for 2024. This recognition highlights Evolution Analytics' strategic approach to leveraging AI through its EAAdvantage™ Analytics Framework, its alignment of technology adoption with business goals, and its growing influence across various sectors. - March 06, 2024 - Evolution Analytics
Otteson Shapiro Partners Named to Colorado Super Lawyers® 2024
Otteson Shapiro announced today that Partners Christian Otteson and Steve Shapiro have been named to the 2024 list of Colorado Super Lawyers. Otteson is listed in Colorado Super Lawyers for his work in Banking, while Shapiro is recognized in the Insurance Coverage category. The list, compiled... - March 06, 2024 - Otteson Shapiro LLP
Insurance Agents Selling Annuity Products Have New Leveraged Long-Term Care Options
Agents who have senior clients with fixed annuities should consider converting those annuities into leveraged long-term care annuities suggests Jesse Slome, director of the American Association for Long-Term Care Insurance. Slome delivered a special presentation earlier today. “This is a... - March 06, 2024 - American Association for Long-Term Care Insurance
California Ranks as Top State for Medigap Insurance Coverage
When it comes to Medigap coverage, Californians lead the way. According to data reported today by the American Association for Medicare Supplement Insurance, some 1.12 million Californians have Medicare Supplement insurance protection. “While so much attention today is focused on Medicare... - March 05, 2024 - American Association for Medicare Supplement Insurance
Canopy Launches Its New Online Portal
Canopy, a leader in total workplace behavioral health announced the launch of its new online portal, a groundbreaking platform that gives members the option to search and self-refer to licensed mental health therapists. This enhancement underscores Canopy's commitment to transforming Employee... - March 03, 2024 - Canopy
Black Women’s Roundtable Announces 13th Annual Women of Power National Summit, March 13 – 17; Theme: "Owning Our Power: Participate, Protect, Preserve and Promote!"
Summit Will Include Release of 8th Annual BWR Power of the Sister Vote Poll in Partnership with Essence Ventures, Annual Gathering Featuring Black Women’s Power Table Discussions with Congressional and Executive Branch Leaders; Power Building & Organizing Sessions and Black Women’s Roundtable "Day of Action" on Capitol Hill & Annual Take it to the Top National Entrepreneurship Challenge - February 29, 2024 - NCBCP
Carisk® Partners Welcomes George Rusu to Its Board of Directors
Reinforcing Its Commitment to Innovation and Strategic Vision - February 28, 2024 - Carisk Partners
Title Twins Enhance Vehicle and Vessel Titling with Services Available Through the West Virginia Clearinghouse
Title Twins is recognized as a prominent processor in the vehicle and vessel titling industry, offering services that span across the United States. The company’s efforts to provide efficient and customer-centric titling services are supported by its extensive experience and commitment to excellence. - February 28, 2024 - Title Twins
B.E.S.T.’s New IAR Course Help Advisers Fulfill Mandatory 12-Hour IAR CE Requirements
Introducing B.E.S.T.’s 12 CE credit hour online IAR CE course: “Small Business Retirement Plans and Ethical Practices.” This course is approved by the North American Securities Administrators Association (NASAA) and meets the Investment Adviser Representative (IAR) CE model rule requirements. - February 28, 2024 - Broker Educational Sales & Training, Inc.
California Coast Credit Union Names Kyra Seay Vice President of Community Relations & Business Development
California Coast Credit Union, the longest serving financial institution based in San Diego, with over $3.5 billion in assets, has named Kyra Seay as Vice President of Community Relations & Business Development. In her role at Cal Coast, Seay will oversee community relations and business... - February 26, 2024 - California Coast Credit Union
Verifacto Introduces Verifacto e-Sign to Enhance Smart DMS Capabilities for Auto Dealers
Verifacto introduces Verifacto e-Sign, enhancing its Smart DMS for auto dealerships. This feature streamlines operations, saves time, and improves document management through secure electronic signatures, aligning with evolving customer preferences for online solutions. Visit Verifacto.com for more information. - February 25, 2024 - Verifacto
Long-Term Care Insurance Expert Shares Annuity Planning Strategy for Seniors
Seniors who own non-qualified annuities are an excellent prospect for agents marketing long-term care planning solutions suggests Jesse Slome, director of the American Association for Long-Term Care Insurance. “Millions of Americans make annuities part of their retirement strategy, and... - February 25, 2024 - American Association for Long-Term Care Insurance
H L Hirsch & Company is Now Smith, Hirsch & Company – Celebrating the Retirement of Howard L Hirsh
Howard L Hirsch formally announces his retirement and is leaving his more than twenty years of practice with H.L. Hisrch & Company to the newly formed Smith, Hirsch & Company. Lenford Smith brings over 30 years of experience representing clients. In addition to tax preparation and filing, the team will offer clients additional services including tax resolution, estate planning, and business advisory services. - February 24, 2024 - Smith, Hirsch, & Company
Valley Insurance Agency Alliance Names New Alliance Coordinator
David Drda previously worked as an Account Manager for sister company Powers Insurance & Risk Management. - February 24, 2024 - Valley Insurance Agency Alliance
Carisk® Partners Welcomes Danielle Lisenbey to Its Board of Directors
Reinforcing Its Commitment to Operational Excellence - February 23, 2024 - Carisk Partners
Yuze to Launch Innovative SME Banking Solution in the UAE
Yuze has an innovative digital platform offering bespoke services to promote financial inclusion. - February 23, 2024 - Yuze Digital
WicWac Debuts to Innovate the North American Service Industry
New digital platform aims to connect service providers with communities, enhancing local ecosystems across Canada and the United States. - February 23, 2024 - WicWac
Gestalt Announces Partnership with TruDecision to Integrate Analytics, AI and Reporting for Lenders
Gestalt Tech (Gestalt) announced today that they have entered into an agreement to partner with Irving, TX based TruDecision Inc. (TruDecision) to provide sophisticated analytic tools through their cutting age data warehouse platform. By integrating TruDecision’s suite of analytic tools,... - February 22, 2024 - TruDecision Inc.
Emma Burnaby-Atkins Joins Madison Lincoln as Senior Director
Key Appointment Strengthens Real Estate Investment and Private Equity Executive Search Offering - February 22, 2024 - Madison Lincoln
DARJYO Charts New Course Into Agritech
A Tech-Infused Vision for the Future of Agriculture - February 22, 2024 - DARJYO
innoviHealth® Acquires MedAbbrev.com®, the Premier Reference Tool for Medical Acronyms and Abbreviations
Recent Deal Further Expands innoviHealth’s Trusted Suite of Medical Technology Software and Services MedAbbrev is Available as a Stand-alone Product, Embedded in innoviHealth’s HCC Coder Pro and also in the Find-A-Code Solution - February 21, 2024 - innoviHealth
Black Hills Surgical Hospital Ranked #1 Hospital in the Nation for 2nd Consecutive Year for Major Orthopedic Surgery in Medical Excellence and Patient Safety Rankings
For the second year in a row, Black Hills Surgical Hospital (BHSH) has been ranked as the #1 Hospital in the Nation for Major Orthopedic Surgery for Medical Excellence by CareChex®. BHSH has also been ranked as the #1 Hospital in the Nation for Major Orthopedic Surgery for Patient Safety – achieving the nation’s top ranking in both categories. - February 19, 2024 - Black Hills Surgical Hospital
Single Mom Launches First Groundbreaking Personal Finance Blog for Single Moms
Singled Out Wealth proudly announces the launch of its innovative personal finance website, designed exclusively for single moms. The blog aims to break down the "broke single mom" stereotype by providing a wealth of free resources, including a digital resource library, a free personal finance course, and weekly money talks, all tailored to meet the unique needs of single moms seeking financial empowerment and independence. - February 19, 2024 - Singledoutwealth.com
Live 2-Hour CFP® Ethics Webinar Presentation
Introducing B.E.S.T.’s live 2-hour CFP® ethics webinar “Ethics CE: CFP Board’s Revised Code and Standards Ethics for CFP® Professionals.” - February 18, 2024 - Broker Educational Sales & Training, Inc.
SAN Annual Business Meeting & Conference Heading to Saratoga Springs
May 7th Event Marks a New Chapter for SAN & DeForest Group - February 18, 2024 - SAN Group
Finansh Introduces FinBo to Enhance the Home Loan Discovery Process
Finansh, a fintech startup based in Pune, has launched FinBo, a digital platform aimed at improving the home loan application process by providing personalized loan options and eligibility insights from leading lenders in India. FinBo leverages a sophisticated scoring algorithm to offer accurate loan eligibility information and competitive interest rates. - February 17, 2024 - Finansh
Leif Assurance Hires Two Marketing Specialists
Lauren E. Gulli and Connor Kay bring extensive marketing background to the growing company. - February 17, 2024 - Leif Assurance
Cal Coast Cares Foundation Celebrates Awarding Over $1 Million in Student Scholarships and Educator Grants
An additional $260,000 in scholarships and grants to be awarded in 2024. - February 16, 2024 - California Coast Credit Union
B.E.S.T. Helps Advisers Fulfill Mandatory 12-Hour IAR CE Requirements with New IAR Course
Introducing B.E.S.T.’s 12 CE credit hour online course: “Life Insurance, Annuity and Ethical Practices.” This course is approved by the North American Securities Administrators Association (NASAA) and assists Advisers in meeting the Investment Adviser Representative (IAR) CE model rule requirements. - February 16, 2024 - Broker Educational Sales & Training, Inc.