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Within Financial Services
SAN Group Welcomes Toni DuBois Agency, LLC
Buffalo, NY insurance agency becomes newest member of the alliance. - December 04, 2021 - SAN Group
ARGI Adds Service Offering for Registered Investment Advisors
Matt McGrew, J.D., has joined ARGI, a regional financial advisory firm, as the Director of Advisory Platforms, leading the new turnkey asset management platform (TAMP), ARGI Max. - December 04, 2021 - ARGI Financial Group
Bitcoin as an Agent for Change Through The Learning Marketplace
Cultivating Collaborative Education Through The Learning Marketplace. - December 03, 2021 - Youthful Savings
Alternative Liquidity Index Announces Offer to Purchase Shares in TreeCon Resources, Inc.
Alternative Liquidity Index LP has announced an offer to purchase up to 1,100,000 Shares of TreeCon Resources, Inc., an amount equal to approximately 4.9% of the total issued Shares at a price of $0.31. The Purchase Price represents a premium to the most recent trading price as of the date of the Offer. - December 03, 2021 - Alternative Liquidity GP LLC
Executive Leadership Coaching in High Demand, Mariposa Leadership, Inc. Brings on Four New Coaches and Celebrates 25 Years in Business
While some businesses pulled back on leadership development during the pandemic, many continued to use executive coaches to support high-level leaders as they navigated through unprecedented uncertainty. And now, businesses are beginning to turn to the future with more optimism and are... - December 03, 2021 - Mariposa Leadership, Inc.
Opal Joins Hands with Shufti Pro to Automate the KYC Process for Customer Onboarding
Financial solution provider Opal has partnered with global IDV provider, Shufti Pro, to deliver a seamless experience at the time of customer onboarding. - December 03, 2021 - Shufti Pro
InfinyOn Launches SmartModules for Real-time Streaming
New capabilities help enterprises to reduce streaming costs and ensure data integrity. - December 03, 2021 - InfinyOn
Long-Term Care Insurance Claims Probability Reported by Association
A 65-year-old woman who lives to age 90 faces a 58 percent likelihood of needing long-term care according to the American Association for Long-Term Care Insurance. "If you live a long life the risk of needing long-term care increases dramatically," shares Jesse Slome, director of the... - December 03, 2021 - American Association for Long-Term Care Insurance
Counsellors Title Agency Celebrates Its 25th Year in Business
Ralph Aponte’s agency continues to exceed customer expectations with over 40,000 orders since 1996 and over $15 billion in property values. - December 02, 2021 - Counsellors Title Agency, Inc.
innoviHealth® Partners with MedLearn Media to Advance World Class Healthcare Education
New agreement calls for each company to offer shared library of popular coding educational products - December 02, 2021 - innoviHealth
Hello Donor & LeanStream Announce Partnership for Education Fundraising
Hello Donor and LeanStream announced a technology and marketing affiliation enabling schools and school districts to leverage the best of both digital fundraising platforms. - December 02, 2021 - Hello Donor
How Newmarket Accounts Are Helping Local Businesses Improve Financial Efficiency & Processes with Outsourced Accounting Services
Newmarket Accounts provide Australian businesses with a complete suite of financial services to help them improve their business processes and financial results. - December 02, 2021 - Newmarket Accounts
Doug Fletcher Elected to the Federation of Defense & Corporate Counsel
Fletcher Farley founding partner Doug Fletcher has been appointed to the Federation of Defense & Corporate Counsel (FDCC). The FDCC is composed of recognized leaders in the legal community who have achieved professional distinction and is dedicated to promoting knowledge, fellowship, and... - December 02, 2021 - Fletcher, Farley, Shipman & Salinas, LLP
Engineered Tax Services Celebrates 20th Anniversary
America’s largest licensed tax credits and incentives advisory firm poised for future growth Engineered Tax Services, Inc. (ETS) opened its doors 20 years ago on Thanksgiving 2001, to create a tax incentive industry that did not exist at that time. Today, ETS has grown to become the largest... - December 02, 2021 - Engineered Tax Services
Top Markets for Medicare Supplement Insurance Reported by AAMSI
The nation’s 10 top markets for Medicare Supplement insurance was reported by the American Association for Medicare Supplement Insurance. 1. Illinois Zip 3: 606 2. Illinois Zip 3: 600 3. Florida Zip 3: 334 4. Illinois Zip 3: 604 5. Illinois Zip 4: 601 6. Florida Zip 3: 342 7. Texas Zip 3:... - December 02, 2021 - American Association for Medicare Supplement Insurance
Industry Leaders Launch Operational Fiduciary Services Firm
The Pension Resource Institute, LLC (PRI), a retirement plan compliance, technology and consulting firm for banks, broker‐dealers and investment advisers, and Waypoint Fiduciary, LLC (Waypoint), a fiduciary consulting firm serving plan sponsors and financial institutions, have formed a new... - December 02, 2021 - Group Plan Systems
Georgia’s Banks Continue Earnings Momentum in Third Quarter
The 153 FDIC-insured banks headquartered in Georgia through Sept. 30 reported strong third quarter performance. According to the latest FDIC data, cumulatively the state’s banks earned $579.1 million during the quarter, an increase of $128.8 million, or 29%, compared to the same three-month... - December 02, 2021 - Georgia Bankers Association
InCorp Global Establishes Presence in Australia via Investment in CharterNet
InCorp Global, Asia’s leading corporate services provider, is pleased to announce a platform investment in CharterNet. Headquartered in Sydney, Australia, CharterNet offers services that cover the accounting & tax advisory, outsourced finance function and government incentives... - December 02, 2021 - In.Corp Group
Cal Coast Cares Foundation Awards Over $40,000 in Grants to Local Educators
The Cal Coast Cares Foundation has awarded more than $40,000 in grants to local educators this year, bringing the total amount of grants and student scholarships awarded since 2015 to over $550,000. The non-profit foundation awards educator grants, annually, ranging from $500 to $2,000 throughout... - December 01, 2021 - California Coast Credit Union
Rhonda Navarrete Joins Berkley Design Professional as an Assistant Vice President, Senior Underwriter
Rhonda Navarrete joins Berkley Design Professional, a division of Berkley Alliance Managers, a Berkley Company as an assistant vice president, senior underwriter. She is responsible for underwriting primary and excess business within the retail Architects & Engineers insurance community,... - December 01, 2021 - Berkley Alliance Managers
SnapCheck Enters Into Definitive Agreement to be Acquired
Combination of SnapCheck payments platform with Payroc’s ACHeck21 Fintech Cloud to bring accelerated transformation of business payments. - December 01, 2021 - SnapCheck
CellarStone, Inc. Announces QCommission’s Integration with Oracle Fusion CRM
CellarStone Inc., provider of the leading sales commission software in the market as well as sales performance management software and other solutions, is happy to share that QCommission can now successfully integrate with Oracle Fusion CRM. Oracle Fusion supplies Fusion web services, a pool of... - December 01, 2021 - CellarStone, Inc.
Blue Sky Capital Advisors Celebrates Its 3rd Anniversary as Dominick Prevete Achieves $50 Million in Annual Loan Production
Blue Sky Capital Advisors, a Nationwide commercial mortgage advisory firm, has celebrated its 3rd year of operations this month. The company arranges commercial financing for residential investment properties, most commercial property types and multifamily properties. - November 30, 2021 - Blue Sky Capital Advisors LLC
Global Excel Achieves Type II SOC 1 & 2 Certification
Global Excel Management Inc., a leader in Healthcare Risk Management, today announced that it is now officially Type II SOC 1 & CSAE 3416 and Type II SOC 2 & CSAE 3000 compliant across the organization - which examines internal and connected external reporting controls confirming they properly designed, in place, and validated. - November 30, 2021 - Global Excel Management
ARIDO Power House House Presenting Multi Billion Dollar Collection During Art Basel 2021
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. - November 30, 2021 - ARIDO Jewelry
Citycom Solutions Signs Partnership Agreement with Aura Alliance to Offer ARC Surveil an Audio and Video Management Solution
Unique Citycom AI-driven surveillance system now available to Aura resellers looking to respond to the challenges of the “Work from Home” (WFH) economy. - November 29, 2021 - Citycom Solutions
Age When Long-Term Care Insurance Claims Begin Reported by AALTCI
Half of long-term care insurance claims begin when policyholders are in their 80s according to data reported today by the American Association for Long-Term Care Insurance. "Millions of Americans are living into their 80s, 90s and even 100s," explains Jesse Slome, director of the... - November 28, 2021 - American Association for Long-Term Care Insurance
Nicholas Yeo, Founder & Actuary of Nicholas Actuarial Solutions in Promoting Your Business Townhall Networking Event
In the Society of Actuaries event of 'Promoting Your Business Townhall’ webinar series, Nicholas Yeo presented with Aneesha Deshpande, on promoting your business, products, and self. A networking event catered to share various business ideas. - November 28, 2021 - Actomate
CakeSwap Token Listed on Hotbit and Finexbox, Two Major Cryptocurrency Centralized Exchanges
Investing in altcoins during the 2017 bull run and the 2020 DeFi boom, cryptocurrency trading has attracted an increasing number of consumers in recent years. As a result, we've witnessed the creation of novel exchange platforms for all of your crypto trading needs. - November 27, 2021 - CakeSwap
Jornaya and Infutor Officially Support the Lead Generation World Lead Buyer Scholarship Program
Lead Generation World, the home to the lead generation industry, in partnership with Infutor and Jornaya, is pledging up to $100,000 of free registrations for its upcoming Lead Generation World conference taking place January 16, 17, and 18, 2022 in beautiful San Diego, to end lead buyers. The... - November 26, 2021 - Lead Generation World, LLC
Inszone Insurance Services Acquires Stromsoe Insurance Agency, Inc.
Second Location in Temecula for Inszone - November 26, 2021 - Inszone Insurance
Association Launches Campaign Focused on Long-Term Care Insurance Claims
An awareness and educational campaign focused on long-term care insurance claims is being initiated by the American Association for Long-Term Care Insurance. "If you want to know how much long-term care insurance protection to buy, it's helpful to know how and how much insurance benefits... - November 26, 2021 - American Association for Long-Term Care Insurance
Launching of a Fully Automated PET Robot by Nicholas Actuarial Solutions
Nicholas Actuarial Solutions, winner of Top Actuarial Firm in Asia in 2019, develops a fully automated PET robot for IFRS 17 accounting solution designed specifically for the insurance segment. The most cost-effective solution available in the market. - November 26, 2021 - Actomate
Association Reports That Disabled Individuals Can Purchase Long-Term Care Insurance
Individuals with disabilities or disabled car placards may be able to qualify for long-term care insurance according to the American Association for Long-Term Care Insurance. "This is a question frequently posed to us by consumers and little information exists," shares Jesse Slome,... - November 25, 2021 - American Association for Long-Term Care Insurance
Mary Aloe, the Founder of Aloe Entertainment Movie Production House, Executive Produces Halle Berry's Directorial Debut in Bruised
Bruised KOs on Netflix, today, November 24, starring and directed by Halle Berry. - November 24, 2021 - Aloe Entertainment
Longbridge Financial Partners with Feeding America for Thanksgiving Promotion
Longbridge Financial, a national reverse mortgage lender and servicer, has partnered with US hunger relief organization, Feeding America in support of the 38 million Americans, including 12 million children, struggling with hunger. Longbridge will make a $25 donation for every retail loan... - November 24, 2021 - Longbridge Financial
EquiCap Commercial Just Closed Self Storage Activity
EquiCap Commercial, Self Storage Closings, November 15 through 19, 2021. - November 24, 2021 - EquiCap Commercial
Birka Partners with Shufti Pro for Risk-Free Customer Onboarding
Birka, a global SIM service based in the United Kingdom, has opted for the AI-powered IDV solutions of Shufti Pro for reducing risk in customer onboarding to zero. - November 24, 2021 - Shufti Pro
CellarStone, Inc. Announces QCommission’s Integration with MySQL
CellarStone Inc., provider of the leading sales commission software in the market as well as sales performance management software and other solutions, is happy to share that QCommission can now successfully integrate with MySQL. MySQL is a massive database that is easily accessible and usable so... - November 24, 2021 - CellarStone, Inc.
Florida Drug Plans Compared by American Association for Medicare Supplement Insurance
Florida seniors on Medicare typically have 22 different stand-alone prescription drug plans to compare during Medicare Open Enrollment according to an analysis by the American Association for Medicare Supplement Insurance. "Nine different insurance companies offer plans with costs varying... - November 24, 2021 - American Association for Medicare Supplement Insurance
Alternative Liquidity Index Announces Offer to Purchase Shares in iSignthis Limited
Alternative Liquidity Index LP has announced an offer to purchase up to 100,000,000 Shares of iSignthis Limited. The Shares are listed on the Australian Stock Exchange under the ticker symbol “ISX,” have been suspended from trading since October 2, 2019. The Purchaser is a Delaware Limited Partnership and is not affiliated with iSignthis Limited. The Offer is being made solely for the Purchaser to establish a passive ownership position in the Shares. - November 23, 2021 - Alternative Liquidity GP LLC
Gay, Disabled Texas Man Files Federal Employment Discrimination Lawsuit Against Mortgage Giant LoanDepot & Its Founder/CEO Anthony Hsieh
LoanDepot, Inc. and its Founder/CEO Anthony Hsieh have been sued in the United States District Court for the Eastern District of Texas by Trevor Dickens, a gay, disabled man, allegedly a former LoanDepot employee who was subjected to discrimination based on his disabilities and sexual orientation while employed at LoanDepot's Plano, Texas office. - November 22, 2021 - Robinius, Epsinosa & Wietzel
EM Braxton Universal - Ethereum Reaches Record High
Ethereum, the world’s second largest cryptocurrency, is fast approaching the success of its predecessor, and last week marked Ether’s all-time high. - November 22, 2021 - EM Braxton Universal
Genesys Works New York City Announces Ron Taylor as New Chairman of the Board of Advisors
Genesys Works, a national social enterprise that connects businesses with emerging young professionals from historically underserved communities, today announced Ron Taylor as chairman of its New York City Program Board of Advisors. Ron is a leader in corporate diversity, equity and inclusion... - November 22, 2021 - Genesys Works NYC
Sararte Made Employee Retention Tax Credit Simple: Eligibility Assessment and How to Apply Guide
Organizations may Obtain Tax Credits up to $26k per Employee. Many Businesses Qualify including Essential Businesses with No Reduction in Revenue Needed, No Financial Risk/Audit-ready package. Businesses can have PPP and PPP2. Tax Credit does not impose Restriction on Use of Proceeds. - November 21, 2021 - Sararte
NAFA Honors Dennis Brown with 2021 Bo Johnson Spirit Award for Positively Impacting the Annuity Industry
NAFA, the National Association for Fixed Annuities, recognized Dennis Brown, CEO and owner of M&O Marketing, as the winner of its 2021 Bo Johnson Spirit Award for Lifetime Achievement. NAFA’s highest honor recognizes an individual with courage, spirit and determination that challenges the... - November 20, 2021 - NAFA, National Association for Fixed Annuities
2021 Toys for Tots Collection Under Way in Flemington
Farmers Insurance Company of Flemington is teaming up with the US Marine Corps Reserve to support their annual Toys for Tots drive as a drop-off site. New, unwrapped toys may be dropped off at the Farmers of Flemington building located at 23 Royal Road in Flemington between 8:00am and 4:00pm M-F. - November 20, 2021 - Farmers Insurance Company of Flemington
Ribbon Cutting Ceremony Scheduled to Commemorate Prospect Home Finance’s Move to New La Jolla Office Headquarters
Prospect Home Finance, a leader in the home finance industry, is pleased to announce an official ribbon cutting ceremony will be held Wednesday, December 1 at 10:00 a.m. to commemorate the company’s move to its new office headquarters in La Jolla, California. “This ribbon cutting... - November 20, 2021 - Prospect Home Finance
Justice Tax Gives Back
As Thanksgiving approaches, the team at Justice Tax is taking extra time to reflect upon the things for which they are grateful. Justice Tax provides a sense of job and financial security to its employees, but they know that not everyone shares the same surety. For that reason, it is important for... - November 20, 2021 - Justice Tax, LLC
Shufti Pro Continues Global Expansion with Another Office in Cyprus
Global IDV provider, Shufti Pro announces the opening of a new office in Limassol, Cyprus, led by the company’s head of innovation Dr. Costas Konis. - November 20, 2021 - Shufti Pro