Recent Headlines
Within Financial Services
Geraldine DelPrete Named President of Programs at SterlingRisk
Promotion follows strong year of programs expansion in key markets. - January 16, 2020 - SterlingRisk Insurance
Eltropy Closes 2019 as a Preferred Text Messaging Solution for Credit Unions – Affirms Commitment to the Credit Union Movement
Eltropy, a text messaging-based platform that enables credit unions to communicate with members via text, announced it experienced a 1,200% growth in credit union clientele in 2019. Contracts included credit unions spanning across a variety sizes: $1B+ AUM Credit Unions = 30% $100M – $1B... - January 15, 2020 - Eltropy
Industry Gathers to Discuss Scaling-Up Financial Inclusion
The Greater Sub-Mekong Region is in the midst of a coordinated push towards financial inclusion. In Myanmar, adults with access to at least one formal financial product increased from 30% in 2014 to 48% in 2018, surpassing the initial 2020 targets of 40%. Current figures on formal financial... - January 15, 2020 - Magenta Global Pte Ltd
Spencer Savings Bank Welcomes Sid Vaidya as C&I Relationship Manager and Vice President, Grows Commercial & Industrial Lending Team
Spencer Savings Bank, a leading New Jersey-based community bank, recently announced the expansion of its Commercial and Industrial Lending team with the addition of a new lending expert. The bank recently hired Vice President Sid Vaidya, as C&I Relationship Manager, to meet the growing demands... - January 13, 2020 - Spencer Savings Bank
POWERS Insurance & Risk Management Adds Commercial Lines Account Manager
Amy Russell brings more than 20 years of experience to the agency. - January 13, 2020 - POWERS Insurance & Risk Management
Reliance Risk Solutions' Director, Paul Kountz, Among Select Group to be Named Certified Advisor of Personal Insurance by Wharton and Chubb
Paul Kountz of Reliance Risk Solutions in Atlanta, GA has been awarded a Certified Advisor of Personal Insurance (CAPI) designation from the Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania and Chubb. Paul is among a group of only 39 agents this year... - January 11, 2020 - Reliance Risk Solutions
Eltropy to Provide Text Messaging Across Multiple Departments at Verity Credit Union
Eltropy, a text messaging-based platform that enables credit unions to communicate with members via text, announces that Seattle-based Verity Credit Union is adopting its leading solution. Verity will use Eltropy to roll out member texting capability to a variety of individual departments to fill... - January 11, 2020 - Eltropy
FTMarkets Trading Platform Has Officially Launched in Vietnam
Now Vietnamese people can use FTMarkets to download applications and conduct foreign exchange transactions. - January 10, 2020 - FTMarkets
Howard Ginsberg Welcomed Into Cetera Financial Specialists Group of Top Advisors for 2019
Howard L. Ginsberg, CPA of Ginsberg Wealth Management in Roslyn, Long Island NY, was recently announced as a member of the Leaders Council for the 15th consecutive year. - January 10, 2020 - Ginsberg Wealth Management
SBBO Attorneys Named Top Lawyer 2020 by 5280 Magazine
Two attorneys in the Denver office of Shapiro Bieging Barber Otteson have been named Top Lawyer 2020 by 5280 magazine. The list is compiled by Colorado's top lifestyle publication and highlights the most skilled attorneys in the region. - January 10, 2020 - Otteson Shapiro LLP
Aleksander Soriano Named Account Administrator at RT Specialty
RT Specialty has named Aleksander Soriano as an account administrator within its Environmental and Construction Professional (ECP) Practice. He works alongside the company’s senior executives to provide agents, brokers and their clients nationwide with expert account management and policy... - January 09, 2020 - R-T Specialty, LLC's Environmental & Construction Professional Practice
BitRoyal Starts New Year 2020 with More Exciting User Experience
Continuing its commitment to improve customer experience, BitRoyal is focusing on making changes to their platform and went live with its first set of changes. BitRoyal is perhaps the only platform still allowing buy/sell crypto with zero commission. - January 09, 2020 - BitRoyal Ltd.
FACTON Releases Version 11 of EPC Cost Management Solution
FACTON, a leader in Enterprise Product Costing (EPC), today announced the release of a new version of its EPC Cost Management solution. The software solution for integrated costing in the FACTON Enterprise Product Costing (EPC) Suite now interfaces with the new FACTON EPC Business Case Simulator. Further innovations support the comparison of project data with master data management. - January 09, 2020 - FACTON
Quest CE Unveils Branch Audit Tool Enhancements
Quest CE is excited to announce the release of its latest Branch Audit Tool enhancements. Quest CE’s Branch Audit Tool offers automated internal audit workflows that integrate with other Quest CE services so firms can efficiently manage risk and meet the obligations of their branch locations across the nation. - January 09, 2020 - Quest CE
Gaylan Hendricks and Dan Hendricks, Senior Security Benefits, Inc. – Resolution of Litigation
Gaylan Hendricks, the founder and CEO of Senior Security Benefits, Inc. (“SSBI”), along with her husband and President of SSBI, Dan Hendricks, are pleased to announce the conclusion of what has turned out to be a rather lengthy “business divorce” with the late Don Corley, Jr. - January 08, 2020 - Senior Security Benefits, Inc.
Medivest Announces the Promotion of Aaron Winnell to President
Today Medivest Benefit Advisors, Inc. and Medivest Allocation Services, Inc. (“Medivest”) has announced Vice President of Operations Aaron Winnell, CMSP-F has been promoted to President, effective immediately. Doug Brand, current President and CEO will retain his title and duties as CEO. - January 08, 2020 - Medivest
Appalachian Underwriters, Inc. Welcomes Back Derek Roberts as New England Regional Manager
Appalachian Underwriters, Inc. is excited to welcome back Derek Roberts as New England Regional Manager. Working locally out of AUI’s new Maine office, he will be placing accounts in CT, MA, ME, NH, RI, and VT. Previously the Manager of Commercial Binds and Commercial Insurance Services at... - January 08, 2020 - Appalachian Underwriters, Inc.
Medicare Supplement Insurance Association's Offers Summit Scholarships
Twenty scholarships for the 2020 National Medicare Supplement Insurance Industry Summit are being offered by the American Association for Medicare Supplement Insurance. - January 08, 2020 - American Association for Medicare Supplement Insurance
Finland Ends the Decade as Number One
NJ MED announces its Annual Top 20 Education Systems in the World this week, with Finland taking the top honor as the decade closes. - January 08, 2020 - New Jersey Minority Educational Development
Justice Tax, LLC and TaxSmith, LLC Compete for Charity
When two National Tax Companies, Justice Tax, LLC and TaxSmith, LLC compete, charity wins. - January 08, 2020 - Justice Tax, LLC
AIM Consulting Opens New Office in Chicago
AIM Consulting, a national leader in technology solutions and services, is planting roots in the Chicago area with the expansion of a new office located at 125 Wacker Ave, Chicago, IL 60606. As part of Addison Group, AIM Consulting has been growing a presence in the Chicago market for some time. A... - January 07, 2020 - AIM Consulting
Industry Leader Robert J. Hilb Joins The Plexus Groupe
The Plexus Groupe is pleased to announce the addition of Robert J. Hilb as Chief Partnership Officer. In this role, Hilb will be focusing on acquisitions and strategic partnerships to grow The Plexus Groupe’s brand and national footprint. Founder and CEO Walter R. Fawcett, III commented,... - January 07, 2020 - The Plexus Groupe
Telr Announces Funding and CEO Appointment
Award-winning Dubai-based payment gateway firm hires new CEO amid major growth plans. Existing investors reassert confidence through second capital injection. - January 06, 2020 - Telr
Ahorros Latinos, a División of California Pacific Bank, is Launching New Interest Rates Under the Federal Economic Recovery Program
The special interest rates are for savings accounts, certificates of deposits and money market accounts. - January 05, 2020 - Ahorros Latinos
2019 Long-Term Care Insurance Applicant Decline Rates Reported by Association
The final report on 2019 applicant decline rates was released by the American Association for Long-Term Care Insurance. - January 05, 2020 - American Association for Long-Term Care Insurance
CENSON® Care Trials Hospital at Home Care
Over 20 years ago, the first randomized controlled trial comparing acute care at home versus treatment in an acute care hospital found no major outcome differences for their conditions, with most patients and caregivers preferring home hospital care. - January 02, 2020 - CENSON Health
Medicare Supplement Insurance Association's Summit Nears Exhibit Hall Sell-Out
The American Association for Medicare Supplement Insurance reports near sell-out for May 2020 national industry conference. Increasing from 85 to 124 booth spaces just to keep pace with industry growth. - January 02, 2020 - American Association for Medicare Supplement Insurance
POWERS Insurance & Risk Management Hires New Manager
Growing insurance agency adds Kathy Pallarito to its team. - December 31, 2019 - POWERS Insurance & Risk Management
AIM Consulting Receives 2019 Best of Bellevue Award
AIM Consulting has been selected for the 2019 Best of Bellevue Award in the Local Business category by the Bellevue Award Program. Each year, the Bellevue Award Program identifies companies that they believe have achieved exceptional marketing success in their local community and business category. - December 30, 2019 - AIM Consulting
The Palm Beach Hedge Fund Association Announces a Partnership with the Palm Beach Symphony
The Palm Beach Hedge Fund Association (PBHFA.org) and the Palm Beach Symphony have announced a partnership, creating opportunities for members to experience one of South Florida’s major cultural institutions during this landmark season that has seen record-breaking ticket sales and unprecedented donor enthusiasm and support. - December 29, 2019 - Palm Beach Hedge Fund Association
RoboMarkets Launches Mobile Version of R Trader
RoboMarkets, a European investment company that provides financial services to clients from many European Union countries, announces a mobile version of R Trader, the Company’s proprietary web platform. RoboMarkets released the terminal’s mobile version due to the key demand for it on... - December 28, 2019 - RoboMarkets
Business Insurance Brokers Explain What Equipment Breakdown Insurance Covers
MFE, a business insurance broker, recently created a blog that explains "what does equipment breakdown insurance cover." If your business requires any kind of mechanical gear to operate, this type of insurance is essential to protecting your investments. Equipment breakdown insurance is... - December 28, 2019 - MFE Insurance
Grant Barra, Managing Partner and CEO of Barra & Associates LLC Recently Announced Plans to Move Its Corporate Office to Schaumburg, IL
Grant Barra, Managing Partner and CEO of Barra & Associates LLC recently announced plans to move its corporate office to Schaumburg, IL in January of 2020. The new office will be north of its current location in Itasca, IL. For Barra & Associates, an Insurance and Financial Services firm... - December 27, 2019 - Barra & Associates, LLC
American First National Bank Opens Henderson, Nevada Office
Well known community bank American First National Bank expands its operations to include Henderson, NV. This will allow the Asian-American bank to expand the banking and lending services offered to the communities of Henderson and Boulder City. Branch Management looks forward to volunteering in the community, working closely with the Henderson Chamber of Commerce, and developing and expanding business and consumer relationships. - December 27, 2019 - American First National Bank
Celebrity Guru Thomas Chappell Presents ARIDO Multi Billion Dollar Collection During Golden Globes 2020
ARIDO, a closely guarded secret, the world's most exclusive fine art jewels created with the highest quality gems. - December 26, 2019 - ARIDO Jewelry
Back-Office Accounting Firm Adds CPA to the Team
Suzanne Slatkin, CPA Named Client Relationship Manager for TAG in La Jolla, California. - December 26, 2019 - TAG
TAG Announces Promotion and Expanded Office Location
Rikki McVay Named Client Relationship Manager to Oversee Eastern Region Office Location in Mississippi. - December 26, 2019 - TAG
GCP Fund Provides Asset-Based Lending to Help Businesses Meet Their Immediate Short-Term Financing Needs
Many businesses have managed to stay afloat using the asset-based financing solutions provided by GCP Fund. - December 25, 2019 - GCP Fund
Ahorros Latinos and the Unión Nacional de Trabajadores of Mexico Have Just Signed an Agreement
Ahorros Latinos will be managing a retirement fund for each Mexican worker belonging to the union. In which, Ahorros Latinos (www.ahorroslatinos.com, subsidiary of California Pacific Bank) will be managing a retirement fund for each Mexican worker belonging to the union. Founded in 1997, it is... - December 23, 2019 - Ahorros Latinos
Half of Older Long-Term Care Insurance Applicants Declined, Reports Association
Nearly half of individuals who apply for long-term care insurance after age 70 are declined, according to preliminary 2019 findings of the American Association for Long-Term Care Insurance. - December 22, 2019 - American Association for Long-Term Care Insurance
Remote Patient Monitoring from CENSON Care Improves Treatment Decisions
Medical evidence and clinical guidelines published over the last decade have shown the importance of 24-hour remote patient monitoring as the reference standard, alongside self-measured blood pressure monitoring (SMBP) as an acceptable alternative for obtaining Blood Pressure to diagnose and treat... - December 22, 2019 - CENSON Health
1 Year After Historic Shutdown, Balanced Bridge Continues to Offer Government Contract Advances
In light of the 1-year anniversary of the 2018 federal government shutdown, Balanced Bridge Funding wants to remind companies and independent contractors with federal government contracts that they offer financing on their pending payments. - December 22, 2019 - Balanced Bridge Funding
Consumer Traffic to Medicare Supplement Insurance Association Website Grows
The American Association for Medicare Supplement Insurance reports double digit growth in traffic to the organization's website which features the national Find A Medicare Insurance Agent online directory. - December 21, 2019 - American Association for Medicare Supplement Insurance
Doeren Mayhew Acquires Thrasher & Associates, Expands Houston Tax Group
Michigan-based firm Doeren Mayhew continues to grow its footprint in Houston with the acquisition of Thrasher & Associates. The acquired firm and its employees will begin operating under the Doeren Mayhew name effective immediately. “It’s an exciting time for our firm as we... - December 20, 2019 - Doeren Mayhew
Most Long-Term Care Insurance Buyers Between 50 and 69, Reports Association
The vast majority of new buyers of a long-term care insurance policy are between ages 50 and 69, according to the American Association for Long-Term Care Insurance's report to insurance agents. - December 20, 2019 - American Association for Long-Term Care Insurance
Melissa Levin Insurance Reveals What Medicare-for-All Won't Cover
Medicare for All has become a huge talking point for the 2020 presidential candidates. But don't let the name fool you; not everything is covered. Long Term Care is a type of insurance that is essential given the rise in healthcare costs. Set up a free consultation with Melissa to discover your options regarding long term care. - December 19, 2019 - Melissa Levin Insurance
FACTON Releases Its New Software Solution EPC Business Case Simulator
Users simulate manufacturing costs and capture the effects on key performance indicators in real time - December 19, 2019 - FACTON
Doeren Mayhew Named Among Forbes’ Most Recommended Tax Firms
Doeren Mayhew, a nationally recognized CPA and advisory firm, has been named as one of Forbes’ most recommended tax firms in the United States. Compiled by Forbes in partnership with market research company Statista, the list was created from nearly 2,000 survey responses from CPAs, enrolled... - December 19, 2019 - Doeren Mayhew
Quadia Invests in LOOP
Swiss Impact Investing Company Quadia Invest in LOOP - December 19, 2019 - Quadia
Digital Capital Advisors Announces the Hire of Brian Molesky
Digital Capital Advisors (“DCA”) is pleased to announce the addition of Brian Molesky as an Associate. Brian will be based in the firm’s New York City headquarters and further expand its cross-border TMT transaction capabilities. - December 19, 2019 - DCA