Recent Headlines
Within Financial Services
Planners from Singapore and India Win Distinguished Global Financial Planning Awards
Ann Marie Regal, CFP®, Globaleye International Wealth Solutions was recently announced as the first place winner of the 2015 Global Financial Planning Awards for the Asia region. Ann Marie will receive an all-expense paid trip to the Financial Planning Association’s (FPA) annual conference to be held in Boston, Massachusetts, USA. - August 12, 2015 - PlanPlus Inc.
Planners from Toronto and Vancouver Win Distinguished Global Financial Planning Awards
Jason Pereira, MBA, CFA, CFP®, FCSI, CIWM, PFP, FMA, a senior financial consultant for Woodgate Financial, IPC Investment Corporation in Toronto was recently selected as the first place winner of the 2015 Global Financial Planning Awards for the Americas region. Jason will receive an all-expenses paid trip to the Financial Planning Association’s (FPA) annual conference to be held in Boston, Massachusetts, USA. - August 12, 2015 - PlanPlus Inc.
George Stewart Joins Reverse Mortgage Funding as a Reverse Mortgage Specialist
George Stewart is a Reverse Mortgage Specialist for the Charleston and Hilton Head Island areas of SC. - August 12, 2015 - Yadkin Bank
Valley Insurance Agency Alliance Attains Elite Group Status
St. Louis-based insurance agency honored by Midwest insurer. - August 12, 2015 - Valley Insurance Agency Alliance
Revision København, Denmark is Latest Addition to Russell Bedford Network
Russell Bedford International strengthens its Scandinavian presence with addition of a new Copenhagen member firm. - August 12, 2015 - Russell Bedford International
POWERS Insurance and Benefits Promotes Employee
St. Louis company promotes employee to risk management advisor. - August 12, 2015 - POWERS Insurance & Risk Management
In Young Mother's Memory, You First Foundation Formed to Support Brain Injury and Disorder Research
Employees at Houston credit union formed a charity in honor of their co-worker, Wendy Kwan, who died at age 34 from a brain aneurism. The You First Foundation will hold its inaugural golf tournament fundraiser Sept. 28 at BlackHorse Golf Club. - August 12, 2015 - First Service Credit Union
Mortgage Pro with Experience in Real Estate, Financial Services Joins Rapidly Growing PrivatePlus
Julie Russell is new VP & Mortgage Banker with Atlanta-based mortgage unit of Private Bank of Buckhead & Decatur. - August 11, 2015 - PrivatePlus Mortgage
SunLight General Capital Breaks Ground on New Solar Project in Westminster, MA
SunLight General Capital, a NYC-based solar finance and development company, recently broke ground on a new solar energy system in Westminster, MA. The system will provide cheap, clean energy to local school districts and other municipal entities. - August 11, 2015 - SunLight General Capital
BarronsFX Offshore Investor Conference Call
BarronsFX plans to host a Offshore Investor conference call on Tuesday, August 11th at 12:00 p.m. (ET) with Michael P. Sullivan, Senior Director of Agricultural Trading and Oliver Morgan, Managing Partner. A presentation will be available on the firm’s web site,... - August 11, 2015 - Barrons FX
EPL BAS Midwest Analytical Lab Named as Finalist for Global AGROW Award
EPL Bio Analytical Services a specialized agricultural contract analytical laboratory is recognized as a finalist for the global AGROW best supporting role award amidst stiff competition. - August 11, 2015 - EPL Bio Analytical Services
PrivatePlus Mortgage Partners with Westwood One and Charles Osgood in National Radio Expansion
Atlanta-based mortgage company gets creative in bringing mortgage news and information to consumers in 49 states + the District of Columbia. - August 10, 2015 - PrivatePlus Mortgage
New Article: Small Business Owners Can Unlock Brand-New Deductions, Says Bradford Tax Institute
Converting personal assets to business assets can slash tax bills. - August 10, 2015 - Bradford Tax Institute
Whitefish Credit Union Names Colleen Murphy Operations Senior Vice President
Whitefish Credit Union has named Colleen Murphy as their new senior vice president of Operations. - August 09, 2015 - Whitefish Credit Union
Osborn & Mckenzie International Announces Mario Strauss as Client Services Head
Osborn & Mckenzie International, a leading commodity futures and brokerage firms that offers trading services on all types of asset classes, has announced, Mario Strauss as the appointed Client Services Head. - August 08, 2015 - Osborn & Mckenzie International
California Credit Union Recognizes "Rookie of Year" Teachers with Trip to Dodgers Game
The Los Angeles Unified School District Rookie of the Year program was developed by California Credit Union to honor new teachers that demonstrated excellence in the classroom. - August 08, 2015 - California Credit Union
GSF Mortgage Welcomes Seasoned Branch Manager in Delaware
GSF Mortgage is pleased to welcome Sandy Cline as branch manager in Christiana, Delaware. She joins TeamGO with 25 years of mortgage industry experience. After she graduated from college, she joined the financial services industry and focused on consumer lending. A few years later, she transitioned... - August 08, 2015 - GoGSF
Pipestone Streamlines Payroll with the Capital Prepaid BlazePays Visa Prepaid Card
Minnesota hog farm taps into the benefits of prepaid cards to pay its geographically dispersed employees. Pipestone System uses the BlazePays Prepaid Visa Card, managed by Capital Prepaid Services, for payroll. - August 08, 2015 - Capital Prepaid Services
Bart Baran Joins Fountainhead Commercial Capital as Credit Analyst
Fountainhead Commercial Capital, a nationwide SBA 504 lender, announced that Bart Baran has joined the company as a credit analyst. - August 08, 2015 - Fountainhead Commercial Capital
C2C SmartCompliance Named One of 20 Most Promising Enterprise Risk Management Solution Providers
C2C SmartCompliance, a Virginia-based company that has pioneered innovative software in the Governance, Risk and Compliance space, has been selected by CIO Review Magazine as one of the 20 most promising enterprise risk management solution providers. - August 07, 2015 - C2C SmartCompliance
Entrepreneur and Registered Financial Consultant Dennis Postema Releases New Video Blog: “Is Your Credit Card a Cushion or a Crutch?”
Entrepreneur and Financial Consultant Dennis Postema Releases New Video Blog Dennis Postema recently released his new blog, “Is Your Credit Card a Cushion or a Crutch?” Best-Selling author Dennis Postema has recently released his new blog “Is Your Credit Card a Cushion or a... - August 07, 2015 - Motivation and Success
Entrepreneur and Registered Financial Consultant Dennis Postema Releases New Video Blog: "Creating Your Ultimate Bucket List?"
Entrepreneur and Financial Consultant Dennis Postema Releases New Video Blog Dennis Postema recently released his new blog, “Creating Your Ultimate Bucket List?” In this week’s blog, “Creating Your Ultimate Bucket List” on financingyourlife.com, Best-Selling Author... - August 07, 2015 - Motivation and Success
Entrepreneur and Registered Financial Consultant Dennis Postema Releases New Video Blog: 5 Tips to Get Confident Now
Entrepreneur and Registered Financial Consultant Dennis Postema Releases New Video Blog Dennis Postema recently released his new blog, “5 Tips To Get Confident Now!” Do you feel you lack confidence in yourself? Would you like to know some tips on how to gain or regain that confidence? - August 07, 2015 - Motivation and Success
UniLink Announces Fall Industry National Conference and Tradeshow Schedule
Rochester, NY-based financial hardware supplier, UniLink Inc. has announced this fall’s national conference and tradeshow schedule. UniLink will be showcasing at some new industry events for 2015, including the Jack Henry Symitar Educational Conference on September 1st and the FIS ImageCentre... - August 07, 2015 - Uni Link
The Business Bank of St. Louis Elects Chairman
Daniel Guirl named Chairman of the bank's Board of Directors. - August 07, 2015 - The Business Bank
Ellis Appointed to Florida Bar Grievance Committee
Leslea Ellis, CPA/CFF, CFE, owner of Leslea Ellis, LLC was recently appointed to serve on the Florida Bar’s Grievance Committee for the Twentieth Judicial Circuit. Ellis is currently serving a 3-year term on the local grievance committee which is comprised of lawyers and non-lawyers. The... - August 07, 2015 - Leslea Ellis, LLC
Weiss & Company LLP Expands with the Addition of a Family Office Practice
The Glenview-based accounting firm, Weiss & Company LLP is expanding with the addition of Allen C. Berg, CPA and his staff. Berg and his team bring extensive experience with high net worth clientele and Family Office Services to the firm. “We are enthusiastic about this merger and know... - August 06, 2015 - Weiss & Company LLP
Homes for Heroes Affiliates Unite in New York City to Help More Heroes
Realtors® and Lenders from all over the country come to New York to learn and share ways to help give back to heroes all over the country. - August 06, 2015 - Homes for Heroes
Homes for Heroes Supports The Fraternal Order of Police National Convention
Homes for Heroes will be in Pittsburgh to show their appreciation and support of the Fraternal Order of Police's 100th Anniversary - August 06, 2015 - Homes for Heroes
Bryan Brum, an Employee Benefits Attorney for United Parcel Service, Will Speak at 7th Annual Employer Healthcare & Benefits Congress
Bryan Brum, an Employee Benefits Attorney for United Parcel Service (UPS), will be a speaker at the upcoming 7th Employer Healthcare & Benefits Congress in Orlando, FL, from September 27 – 30. Bryan has been with UPS for 23 years, and is responsible for all legal matters concerning... - August 06, 2015 - Employer Healthcare & Benefits Congress
Savvy Ladies Announces 10th Annual Gala Honorees Alexandra Lebenthal, CEO of Lebenthal & Co, and Stephanie Newby, CEO of Crimson Hexagon
Savvy Ladies will honor Alexandra Lebenthal, CEO of Lebenthal Holdings, and Stephanie Newby, CEO of Crimson Hexagon and Founder of Golden Seeds, at its 10th Annual Benefit Gala, Celebrating the new face of business: today’s female entrepreneur, at the NASDAQ MarketSite on October 15, 2015. Savvy Ladies is a non-profit organization that provides personal finance education for women. - August 06, 2015 - Savvy Ladies
St. Louis Financial Company Changes Name
New name launches firm into the next generation. - August 06, 2015 - Detalus
GSF Mortgage Welcomes Military Veteran in Virginia
GSF Mortgage is pleased to welcome Leon Story as a mortgage loan originator in Alexandria, Virginia. He joins TeamGO with 17 years of mortgage industry experience. Story will work under Stephen Trye, branch manager. Story was a member of the military for 18 years prior to joining the mortgage... - August 06, 2015 - GoGSF
Federal Long Term Care Insurance Plan Raises Rates Reports AALTCI
The long term care insurance plan available to federal employees has raise rates about 10 percent according to the American Association for Long Term Care Insurance. - August 06, 2015 - American Association for Long-Term Care Insurance
Doeren Mayhew Acquires Michigan-Based Dental CPA Firm Davis and Davis
Deepening its health care industry practice, Doeren Mayhew, a top 100 CPA firm with locations in Michigan, Texas and Florida, announced today it has acquired Michigan-based dental CPA firm, Davis and Davis, P.C. Effective immediately, the acquired firm will enter into a transition phase operating... - August 06, 2015 - Doeren Mayhew
The Smart Business Broker Team Celebrates the 11th Anniversary of Their Success in Helping EB-5 Visa Investors Migrate to the US Under the Direct Investment Category
Since 2004, the Smart Business Broker team has been famous for offering a stress free experience to EB-5 visa investor clients by helping them migrate under the Direct Investment Business Category, and it now offers free EB-5 visa processing to their EB-5 visa investor clients. - August 05, 2015 - SmartBusinessBroker.com
Mr. Mohammed Moataz Al-Khayyat Talks Tourism in the Gulf
Chief Executive Mr. Mohamed Moataz Al-Khayyat of Qatar-based Contracting company UrbaCon (UCC) comments on the rise in tourism within the Gulf state. The increase in the number of visitors creates a need for construction of new real estate and growth of the service industry. (Also known as CEO Mohamed Moutaz al-Khayyat) - August 05, 2015 - Al Khayyat Contracting & Trading
Home Care Insurance Policy Available Up to Age 89 is Focus of Latest AALTCI Video
A just produced video shares details on a home care insurance policy that accepts applicants up to age 89 according to the American Association for Long Term Care Insurance. - August 05, 2015 - American Association for Long-Term Care Insurance
Kaiku is Honored to be Part of the Visa® Clear Prepaid Program
Kaiku has certified to meet the Visa Clear Prepaid Standards. - August 04, 2015 - Kaiku Finance, LLC
AlgoTrades.net Announces New Fully-Automated Quantitative Trading Systems
Automated trading system provider releases new and improved systems for both intraday traders and investors. - August 04, 2015 - AlgoTrades.net
MIT Credit Union & Office of the Dean for Graduate Education Partner with iGrad for Financial Literacy Initiative
iGrad, a leader in financial literacy for higher education, announces a partnership with the Massachusetts Institute of Technology (MIT). The science and technology research university is adding iGrad’s financial literacy platform to its counseling resources for students. The Office of the... - August 04, 2015 - iGrad
ThayerONeal Obtains PCAOB Registration
ThayerONeal announces its registration with the PCAOB (Public Company Accounting Oversight Board). Due to Federal regulations, companies which are listed on an US stock exchange are required to be audited by a CPA firm that is registered with the PCAOB. ThayerONeal is now qualified to audit such... - August 03, 2015 - ThayerONeal
CFLA Offers Mortgage Securitization Analyst Training Certification in Newark, NJ; August 28-30, 2015
CFLA, Inc has created a comprehensive training certification program entitled: Mortgage Securitization Analyst "MSA"- A 24-hour in-person intensive seminar held across the country. - August 03, 2015 - Certified Forensic Loan Auditors, LLC
Getting the Best Long Term Care Insurance Costs is Focus of Latest AALTCI Video
A just produced video explains how consumers can get the best long term care insurance costs according to the American Association for Long Term Care Insurance. - August 03, 2015 - American Association for Long-Term Care Insurance
Tina Dao to Guest on Mariposa Leadership’s Popular Wise Talk Leadership Forum
Tina Dao, Director of Product Engineering at Fitbit, to be interviewed by Sue Bethanis, CEO/Founder of Mariposa Leadership, on the popular Wise Talk Leadership Forum for executives on August 26, 2015. - August 03, 2015 - Mariposa Leadership, Inc.
iPayment® Inc. Announces Launch of TiSO™
New opportunities for software developers and technology providers to drive revenue growth and long term enterprise value through payments. - August 01, 2015 - iPayment Inc.
Friedman Associates Offers a Free OSHA 10-Hour Construction Industry Safety Course
Valuable free training for those in the construction trades. Participants receive a 10-Hour OSHA certification card and certificate. - August 01, 2015 - Friedman Associates Insurance
Randy Blankstein, President of The Boulder Group, to Chair Midwest Net Lease Summit Conference
Randy Blankstein to be featured speaker at Net Lease Conference. - August 01, 2015 - The Boulder Group
Long Term Care Insurance Association Launches Video Education Center
The first videos focused on short term care insurance planning options have been posted on the American Association for Long Term Care Insurance's just-created video education center. - August 01, 2015 - American Association for Long-Term Care Insurance
Colorado NonProfit Receives Grant Renewal to Support Ongoing Participation in National Project to Reduce Health Care Costs
The Center for Improving Value in Health Care (CIVHC) received a grant renewal to participate in Phase II of a national project designed to reduce health care costs and improve quality. - August 01, 2015 - Center for Improving Value in Health Care