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Within Financial Services
Source One’s Data Scientist Brings the Future of Spend Management to Tomorrow's Business Leaders
Adding to an already jam-packed Quarter 4, noted Procurement Services Provider, Source One Management Services, LLC, continues its educational outreach with a speaking engagement at La Salle University. Source One Data Scientist, James Patounas will be the featured speaker at the October 2015... - October 20, 2015 - Source One, a Corcentric Company
Insurance Journal Award 2015
DSP clinches spot as one of the Best Agencies to Work For in 2015. - October 19, 2015 - DSP Insurance
Realtor Shawn Gandhi’s Website is Now Mobile-Device Friendly
Shawn Gandhi Announces the Release of Newly Updated Mobile-Friendly Website - October 19, 2015 - Shawn Gandhi
“The Solomon Exam Prep Guide: Series 51 MSRB Municipal Fund Securities Limited Principal Qualification Examination, 2nd Edition” Now Available
Solomon Exam Prep has published a 2nd edition of its exam study guide for professionals seeking a Series 51 license. - October 18, 2015 - Solomon Exam Prep
Independent Insurance Agency Announces New Ownership
Owner adds partners to grow business in Missouri and Illinois. - October 18, 2015 - Valley Insurance Agency Alliance
Russell Bedford Adds Nantes Member to Network in France
Addition of EOLIS group is key step in development of French national accounting firm network - October 18, 2015 - Russell Bedford International
First Capital Advisors and Lowe Enterprises Investors Closed on the Sale of Tacoma Area Apartment Homes
FCA closes on second deal with Lowe Enterprises Investors with the purchase of Deer Creek Apartment Homes. - October 18, 2015 - First Capital Advisors
Local Financial Advisor and Author Donates $7,000 to Charities
Over the course of the last two years, Gary S. Williams, CFP® has donated a total of $7,000 to the Brigance Brigade (which raises funds to assist those with ALS), the Y of Central Maryland, Augie’s Quest (which funds ALS research), and the SPCA of Maryland. All profits from sales of his... - October 18, 2015 - Williams Asset Management
Ephraim Global CIO Discusses Frontier Markets at EG Emerging Markets Conference
Risk can be analyzed in a top-down fashion says Seth Mantell at Ephraim Global Emerging Markets Conference. - October 18, 2015 - Ephraim Global
Start Up Vendmerce Offers Free EMV Terminals and Mobile Card Readers to All New Merchants
Vendmerce announced today that it will provide free EMV countertop credit card terminals and mobile card readers to all new merchants with no contracts and low transaction fees. Vendmerce is a payment processor headquartered in Allentown Pennsylvania, devoted to developing the check out process in... - October 18, 2015 - Vendmerce
Emerson Scott, LLP Files Securities Law Class Action Lawsuit Against Fifth Street Finance Corp.
Notice to Shareholders Mandated by the Private Securities Litigation Reform Act (PSLRA) - October 17, 2015 - Emerson Scott, LLP
Self-Storage Financial Advisor The BSC Group Welcomes Senior Credit Analyst
The BSC Group LLC, a commercial real estate mortgage brokerage and advisory firm specializing in the self-storage asset class, has hired Adam Karnes as a senior credit analyst to join the company’s Chicago headquarters. Adam will be responsible for assessing and preparing debt and equity... - October 17, 2015 - The BSC Group, LLC
Four Free Short Term Care Insurance Sales Workshops Offered by AALTCI
Insurance agents interested in learning the best way to market and sell short term care insurance can access four free online workshops offered by the American Association for Long-Term Care Insurance. - October 17, 2015 - American Association for Long-Term Care Insurance
Broker Educational Sales & Training, Inc. (BEST) Has Lowered Its Prices
Broker Educational Sales & Training, Inc. (BEST), a premier provider of well-established and highly praised continuing education (CE) training programs for financial and insurance professionals is now offering its State Insurance CE courses at a much lower rate (over 50%). - October 17, 2015 - Broker Educational Sales & Training, Inc.
Creekside Farms Unveils Line of Fall and Holiday Wreath Creations
Bring a splash of color and flair to your home or office for the holidays with one of Creekside Farms’ new line of beautiful artisan made wreaths. With over 25 years of experience and combined artistic talent creating the classic designs, the newly released line can dress up your door, accent... - October 16, 2015 - Creekside Farms
Whitefish Credit Union Celebrates International Credit Union Day
Since 1948, International Credit Union Day has been celebrated annually on the third Thursday of October. Each year, the international event affords the opportunity to remember credit unions’ proud history and promote awareness of and support for the credit union difference. - October 16, 2015 - Whitefish Credit Union
Mars National Bank’s McGraw Appointed to Statewide Banking Committee
Michael W. McGraw, Senior Vice President, Information Technology of Mars National Bank was appointed to the Pennsylvania Bankers Association’s (PA Bankers’) Information Technology Committee. McGraw will serve a three-year term with the focus on technology issues facing the banking... - October 16, 2015 - Mars Bank
Clearent Launches Virtual Terminal with Simple, Responsive Design
Single Source Solution Helps Merchants Securely Accept Payments in the Office or on the Go. - October 16, 2015 - Clearent
Ephraim Global Research Shows That Vacation Planning Takes Precedence Over Education and Retirement
According to a recent Ephraim Global study regarding the savings attitudes of its investors, 26% of the respondents replied that they allocate more time to planning a vacation as opposed to planning for retirement (22%) or the cost of education (19%). - October 16, 2015 - Ephraim Global
Joseph Nawa Promoted to Senior Consultant at New Day Underwriting Managers
Joseph Nawa has been promoted to Senior Consultant in the Construction Division of New Day Underwriting Managers LLC, an environmental and construction-related professional liability resource for insurance agents and brokers. He is responsible for assisting New Day clients within the construction,... - October 15, 2015 - R-T Specialty, LLC's Environmental & Construction Professional Practice
PrivatePlus Mortgage Adds Antoinette Macon to Ops Team
PrivatePlus Mortgage, a division of Private Bank of Buckhead, has named Antoinette Macon as a Disclosure Desk Specialist. Atlanta-based PrivatePlus originates mortgages in 49 states. - October 15, 2015 - PrivatePlus Mortgage
FundAthena with Investor Imaad Zuberi Launch First Regulation A+ Marketplace Online
Main Street investors are now allowed to invest in mid-sized companies via proprietary digital platform funded by key investor Imaad Zuberi. - October 15, 2015 - FundAthena
GSF Mortgage Welcomes New Mortgage Loan Originator in Maryland
GSF Mortgage is pleased to welcome Dean Machikas as mortgage loan originator in Baltimore, Maryland. He joins TeamGO with more than 20 years of experience as a self-employed subcontractor for new homes. He also obtained his real estate license in 2008 and has experience in real estate investing... - October 15, 2015 - GoGSF
Toby Hayes Named VP of Marketing at Houston's First Service Credit Union
New marketing officer will drive First Service Credit Union's bold three-year growth strategy. - October 15, 2015 - First Service Credit Union
My Risk Assessor™ Represents Affordable Solution for ISO 9001:2015
With the recent release of the next iteration of the world’s most widely used quality management system standard, Virginia-based C2C SmartCompliance has successfully validated the firm’s My Risk Assessor™ product to be in full conformance with the new risk requirements contained... - October 15, 2015 - C2C SmartCompliance
Powers Insurance and Benefits Introduces New Cyber Liability Insurance Program
Service to provide protection in today's increasingly cyber world. - October 15, 2015 - POWERS Insurance & Risk Management
Knight Kiplinger to Keynote at Long Term Care Insurance Association Summit
Knight Kiplinger, editor in chief of Kiplinger's Personal Finance and the Kiplinger Letter will be the keynote speaker at the American Association for Long-Term Care Insurance's 2015 LTC industry Summit. - October 15, 2015 - American Association for Long-Term Care Insurance
First Service Credit Union Offers Highest CD Rates in the U.S.
According to Deposit Accounts, First Service Credit Union of Houston, is offering the best rates for a 12 and 18-month CD. - October 14, 2015 - First Service Credit Union
Obduro Capital Closes $1,575,000 Loan on Texas Multifamily Property
Obduro Capital Arranges Conventional Refinance of Apartment Complex in Central Texas - October 14, 2015 - Obduro Capital LLC
Mars National Bank Awarded 5-Star Rating by Bauer Financial
Mars National Bank earned a 5-star Superior rating from Bauer Financial, an independent bank research and rating firm. This is the second consecutive year that the Bank received the highest ranking. Bauer ranks Banks on financial strength. The 5-star “Superior” rating indicates, among... - October 14, 2015 - Mars Bank
Ephraim Global Announces Increase in New Investor Numbers
Ephraim Global reports that the number of new clients has surged despite the volatile conditions of the international markets. - October 14, 2015 - Ephraim Global
Gulf Coast Educators Insurance Donates Money to the Lee County School District
Southwest Florida Insurance Company Donates Money for Donor's Choose Program. - October 12, 2015 - Gulf Coast Educators Insurance
Kerstin Soderstrom Steps Down as Director of Human Resources at Ephraim Global
Corporate veteran hands over responsibilities after a sterling 9-year career. - October 11, 2015 - Ephraim Global
Russell Bedford Firm Kab to Merge with Stolp
Netherlands member Kab West to double in size following merger with Stolp Adviseurs en Accountants on 1 January 2016 - October 10, 2015 - Russell Bedford International
Key Media Announced as 2015 Publish Awards Finalist
Boutique business media company Key Media has been recognised as a finalist in the 2015 Publish Awards. From a competitive pool of over 270 entries, Key Media has received five finalist nominations across four categories: • Business Publishing Company of the Year • Event of the Year... - October 10, 2015 - Key Media
GSF Mortgage’s General Manager Nominated for Best Mortgage Operations Award
GSF Mortgage is pleased to announce that General Manager Debbie Beier has been nominated by the Wisconsin Mortgage Bankers Association (WMBA) as a finalist for the Milwaukee Chapter’s Best Mortgage Operations award. Nominations for Best Mortgage Operations were based on very strong peer... - October 10, 2015 - GoGSF
1,000 Registered for Long Term Care Insurance Association Summit
Just over 1,000 insurance and financial professionals have pre-registered for the 2015 long-term care insurance Sales Summit organized by the American Association for Long-Term Care Insurance. - October 10, 2015 - American Association for Long-Term Care Insurance
Gulf Coast Educators Insurance, a Horace Mann Company, Announces Employee Expansion
Southwest Florida Insurance Agency Adds Personnel Due to Growth. - October 09, 2015 - Gulf Coast Educators Insurance
Employer Healthcare & Benefits Congress Achieved Record Results of Attendees, Speakers and Exhibitors
Progressive roundtable discussions with nationally-recognized physicians on cancer care and upbeat ways to integrate generational differences among millennials and older employees were two of many highly-attended sessions that provided the backdrop to this year’s record-setting Employer... - October 09, 2015 - Employer Healthcare & Benefits Congress
Valley Insurance Agency Alliance Member Celebrates Fifth Anniversary
St. Louis agency marks five years in business. - October 09, 2015 - Valley Insurance Agency Alliance
Hilliker Corporation Sells Self-Storage Facility
St. Louis private investment group buys property. - October 09, 2015 - Hilliker Corporation
Principia Makes Complex Valuations More Accessible with pasVal
The new Principia Analytic Service gives users a simple way to access sophisticated valuations and analytics. - October 08, 2015 - Principia Partners LLC
SWACHA and NOLA FBI Join Forces to Host Financial Institution Crime Day
14th Annual FI Crime Day hosted by New Orleans FBI and SWACHA. - October 08, 2015 - SWACHA
Multifamily Investment Firm Opens Office in Orlando
Miami based Lloyd Jones Capital: Multifamily Investment has opened its fifth FL office. - October 08, 2015 - Lloyd Jones Capital
WEBTEXT Opens New Messaging Gateway in Toronto, Canada
WEBTEXT announced today that it has successfully brought on line a new messaging gateway in Toronto, Ontario using its proprietary modular architecture. Deployed last month, this latest expansion provides for increased redundancy and is a significant increase in SMS message capacity available to... - October 08, 2015 - WEBTEXT
Joseph D. Brophy Appointed to the Tax Practice and Procedures Committee of the American Institute of Certified Public Accountants
Joseph D. Brophy, of Dallas-based Joseph D. Brophy CPA, P.C., has been appointed to the 2015 -2016 Tax Practice and Procedures Committee of The American Institute of Certified Public Accountants (AICPA). His one-year committee term will begin October 1, 2015. Brophy previously served on the AICPA... - October 08, 2015 - Joseph Brophy CPA
Long Term Care Insurance Association Offers 2015 Awareness Month Logo
The logo for National Long Term Care Awareness Month (November) is being made available by the American Association for Long-Term Care Insurance. - October 08, 2015 - American Association for Long-Term Care Insurance
Burbank Cybersecurity Company Announces Release of VEEDog, Created to Protect Small Business Networks with the Latest in Protection Technology
VEEDog Inc. announces the release of its cybersecurity product, named VEEDog, built specifically to address the feature demands and the budget constraints of the small to medium-sized business (SMB) sector. The product was designed to provide a layer of defense that large enterprises and government... - October 08, 2015 - VEEDog Inc
AALTCI Director to Give Four Free Workshops on Short Term Care Insurance
Insurance agents interested in learning more about short term care insurance are invited to four online workshops presented by the director of the American Association for Long Term Care Insurance. - October 07, 2015 - American Association for Long-Term Care Insurance
Ascent Releases Escrow ProMart© Plus Version 2.0
Ascent Technology Consulting, a leading software and solutions company, released its upgraded version of its proprietary UAE Real Estate Property Management software, the Escrow ProMart© Plus 2.0. This is a major progress of an Escrow Account Management Software, where the new version features a comprehensive 3600 view of Off-plan unit with minutest level of drill down in Real Estate project payments. - October 07, 2015 - Ascent IT Group