News: Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Management Teams List – in Illinois
Mortgage and Finance News: (WARRENVILLE, Ill.) Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the inaugural Forbes Best-in-State Wealth Management Teams list* for 2023! Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.
News: KROST Welcomes Grant Miller as Principal of Tax
Mortgage and Finance News: (LOS ANGELES, Calif.) Los Angeles-based CPA firm, KROST CPAs & Consultants, welcomes Grant K. Miller, CPA, EA, as Principal of Tax. To begin his new role as Tax Principal, Grant will be based in our Woodland Hills office and he will provide direction and leadership to further the success of our tax department. He will also work closely with clients to manage their expectations for deliverables, services, and budgets.
News: MMI adds Carol Burke as Regional Director of Enterprise Sales
Mortgage and Finance News: (SALT LAKE CITY, Utah) Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today that Carol Burke has been appointed regional director of enterprise sales. As part of the enterprise sales team, Burke is tasked with expanding MMI's growing roster of mortgage enterprise clients, which now includes 20 of the top 25 lenders in the nation, while also driving brand awareness and adoption in mortgage-related verticals, such as title and insurance.
News: Lawyer Eric J. Hertz, P.C. Files Four Cases Against Sterigenics on Behalf of Cobb County Homeowners
Mortgage and Finance News: (ATLANTA, Ga.) Eric J. Hertz, P.C. Trial Attorneys in Atlanta, recently filed four additional property damage cases against Sterigenics. The firm is representing homeowners within a close radius of the plant that were adversely affected. The home values in this area were adversely affected due excessive emissions of a dangerous, cancer-causing chemical called Ethylene Oxide (EtO).
News: Steven Walther of Alliance Group Elected to FACC Board of Directors
Mortgage and Finance News: (ATLANTA, Ga.) Alliance Group announced that Steve Walther, Vice President of Sales & Distribution, has been elected to the FACC Board of Directors. Walther will bring with him decades of experience in the Life Insurance and Financial Services Industry, and a long track record of leading innovative and diverse teams of independent insurance agents and agencies across the country.
News: Down Payment Resource’s Q4 2022 Homeownership Program Index shows homebuyer assistance programs have increased in number for fifth consecutive quarter
Mortgage and Finance News: (ATLANTA, Ga.) Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced findings from its latest Homeownership Program Index (HPI). The firm's analysis of 2,351 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database revealed that the net number of homebuyer assistance programs increased by 1.82% from Q3 to Q4 2022.
News: MMI names Don MacKillop Regional Director of Enterprise Sales
Mortgage and Finance News: (SALT LAKE CITY, Utah) Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today it has hired Don MacKillop as regional director of enterprise sales. In this role, MacKillop will be tasked with expanding MMI's growing roster of mortgage enterprise clients, which now includes 20 of the top 25 lenders in the nation, while also driving brand awareness and adoption in mortgage-related verticals, such as title and insurance.
News: Valo Media and OptionsSwing Partner to Bring Innovative User-Generated Content Solutions to the Online Education Market
Mortgage and Finance News: (WESTBOROUGH, Mass.) Valo Media, a user-generated content (UGC) agency, announced today that it has entered into a strategic partnership with OptionsSwing, an online education technology company. This new partnership will bring innovative solutions for strategic marketing initiatives as well as brand new content that will help OptionsSwing reach and engage a wider global audience.
News: MCT First to Integrate with Freddie Mac’s Income Limits API
Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, is pleased to announce it is the first secondary marketing platform to integrate with Freddie Mac's Income Limits application programming interface (API) created for the first-time home buyer area median income (AMI) limits. Income Limits allows for the accurate pricing of Credit Fee in Price (Exhibit 19, or "Credit Fees") waivers.
News: EnergyCAP expands offering to include financial-grade carbon accounting
Mortgage and Finance News: (BOALSBURG, Pa.,) EnergyCAP, a leading provider of energy and sustainability enterprise resource planning (ERP) software, today announced the launch of CarbonHub, a new solution that offers financial-grade carbon accounting and sustainability reporting.
News: Leading Travel Insurance Comparison Site TravelInsurance.com Surpasses 90,000 Customer Reviews on Shopper Approved in U.S.
Mortgage and Finance News: (NEW YORK, N.Y.) TravelInsurance.com today announced they surpassed 90,000 customer reviews on Shopper Approved, a rapidly growing customer review platform in the United States. The verified customer reviews resulted in an overall rating of 4.9 out of 5 stars, with 78,000 reviews receiving a perfect 5-star rating. TravelInsurance.com currently has the highest amount of third party reviews of any company in the travel insurance industry.
News: World’s Only Truly Immersive Sports AirBnB Gets Visits – and Competition – from Pro Athletes
Mortgage and Finance News: (ORLANDO, Fla.) A massive 54 acre sports-themed AirBnB style resort near Orlando is defying what market experts are calling the "AirBnBust," Orlando Area Luxury Rentals LLC announced today. The Lake Louisa Chateau, adjacent to the beach at Central Florida's Lake Louisa State Park, is a dream come true for sports lovers and outdoor enthusiasts.
News: After, Inc. among 1,000 + exhibitors at the 2023 National Hardware Show (NHS) in Las Vegas
Mortgage and Finance News: (NORWALK, Conn.) After, Inc., a global leader in warranty solutions and post-sale customer experience technology, will be joining an awesome list of exhibitors at the 2023 National Hardware Show, January 30 - February 2 at the Las Vegas Convention Center in Las Vegas, NV. Come meet our team during the show at Booth SL4279!
News: MMI appoints Rob Pommier as Regional Director of Enterprise Sales
Mortgage and Finance News: (SALT LAKE CITY, Utah) Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today it has added industry veteran Rob Pommier to the enterprise sales team as regional director. Pommier will be tasked with expanding MMI's growing roster of mortgage enterprise clients, which now includes 20 of the top 25 lenders in the nation, while also driving brand awareness and adoption in mortgage-related verticals, such as title and insurance.
News: MMI Receives Growth Investment from WestView Capital Partners
Mortgage and Finance News: (SALT LAKE CITY, Utah) Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today that it has received a growth investment from WestView Capital Partners (WestView), a Boston-based private equity firm focused exclusively on middle market growth companies.
News: Deaf Financial Advisor Lee Kramer Named to Money’s Changemakers List
Mortgage and Finance News: (FREDERICK, Md.) Money profiled 50 innovators shaping Americans' finances, and included Kramer Wealth Managers' CERTIFIED FINANCIAL PLANNER™ professional Lee Kramer in their list. The wide-ranging list of people making meaningful, positive change in personal finance include Senator Elizabeth Warren, Ethereum co-creator Vitalik Buterin, YouTuber MrBeast, singer Lil Nas X, and Roblox CEO David Baszucki.
News: Sales Boomerang releases Q4 2022 Mortgage Market Opportunities Report
Mortgage and Finance News: (OWINGS MILLS, Md.) Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced the release of Sales Boomerang's latest Mortgage Market Opportunities Report.
News: Nomis Solutions Elevates Johnathan Bant to Head of Client Relations for Financial Services Market in Canada
Mortgage and Finance News: (TORONTO, Ontario) Nomis Solutions (Nomis), the leading provider of end-to-end pricing lifecycle management technology, announced industry veteran Johnathan Bant will serve as Head of Client Relations for Canada. In this role, Bant is responsible for leading Canadian engagements across Nomis' client portfolio as well as non-customer financial institutions (FIs) across the country.
News: ACES Quality Management expands client base by 22% in 2022
Mortgage and Finance News: (DENVER, Colo.) ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the company had record growth increasing its client base by 22% amidst significant market volatility. The company also made numerous updates to its ACES Quality Management & Control® software and its free Compliance NewsHub resource, in addition to launching its inaugural ACES ENGAGE conference.
News: Housing Finance Strategies Announces #HousingDC23
Mortgage and Finance News: (WASHINGTON, D.C.) Housing Finance Strategies Founder & CEO Faith Schwartz today announced the return of the highly successful #HousingDC conference on September 26-27, 2023. More than 2,000 viewers participated in #HousingDC22 presented last September ahead of the midterm elections and post event attendee surveys confirmed high demand for continued delivery.
News: Down Payment Resource presents Richmond Association of REALTORS® CEO Laura Lafayette with 2022 Beverly Faull Affordable Housing Leadership Award
Mortgage and Finance News: (ATLANTA, Ga.) Down Payment Resource (DPR), the housing industry's leading technology for connecting home buyers with homebuyer assistance programs, today announced that it selected Laura Lafayette, CEO of the Richmond Association of REALTORS® (RAR), as the winner of its 2022 Beverly Faull Affordable Housing Leadership Award.
News: Blaylock Van, LLC Shares its 2022 Year-End Report
Mortgage and Finance News: (NEW YORK CITY, N.Y.) In its year-end report spanning financials, deals, and community investment, Blaylock Van, LLC, the nation's longest continuously operating Black-owned investment banking firm, reported 23 percent growth in notional deal volume year-over-year, with 67 debt capital markets new issues representing nearly $186 billion notional. From 2018 to 2022, Blaylock Van's closed transactions increased by a CAGR of 23 percent and dealt notional value by 50%.
News: BlueStone Advisors Announces Launch of its Lithium-Ion Battery Insurance Captive
Mortgage and Finance News: (CHICAGO, Ill.) BlueStone Advisors, a specialty commercial insurance brokerage firm, announced today the launch of their BlueStone Lithium-Ion Battery Captive to help advanced battery companies manage their insurance costs and offer a broader policy with comprehensive and consistent coverage terms.
News: Michigan Mortgage Lenders Association kicks off 2023 with new logo, branding
Mortgage and Finance News: (SHELBY TOWNSHIP, Mich.) The Michigan Mortgage Lenders Association (MMLA), the only Michigan-based association dedicated solely to the housing finance industry, unveiled an updated logo and brand identity for 2023. The brand refresh aligns with the organization's new purpose and direction as the connection point, legislative voice and educational resource for Michigan's real estate finance economy.
News: TMC Emerging Technology Fund LP Invests in TRAiNED
Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative (TMC), the nation's largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP (the "Fund") recently participated in a $1 million Simple Agreement for Future Equity (SAFE) funding round for TRAiNED, Inc.
News: California African American Women Partnership Sage Investment Club Celebrates 25 Years of Stock Market Education and Profits
Mortgage and Finance News: (LOS ANGELES, Calif.) Sage Investment Club, an investment firm managed by an all-female, African American leadership team, today celebrates 25 years since the launch of its investment platform. Founded by Sonya Weaver-Johnson, the group offers investment education and co-investment opportunities.
News: Asset Defense Team and Vast Solutions Group Do Joint Venture
Mortgage and Finance News: (SEATTLE, Wash.) Asset Defense Team and Vast Solutions Group, Inc. are pleased to announce their joint venture, AssetDefenseAdv.com. This partnership brings together two leading companies in the asset protection and tax strategy industry, combining their expertise and resources to provide top-quality services to clients around the globe. The advanced platform is called "Einstein" and is currently in Beta 1.0.
News: Strategic Benefits Advisors offers guidance for plan sponsors as they seek to comply with landmark SECURE 2.0 retirement legislation
Mortgage and Finance News: (ATLANTA, Ga.) Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) issued a statement today outlining provisions of the newly enacted SECURE 2.0 Act of 2022 (SECURE 2.0) that are likely to affect most medium to large retirement plan sponsors.
News: MCTlive! Lock Volume Indices: December 2022 Data
Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT®), the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for December 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.
News: FormFree’s Brent Chandler named a 2023 Industry Titan by National Mortgage Professional
Mortgage and Finance News: (ATHENS, Ga.) FormFree® today announced that its founder and CEO Brent Chandler was featured in National Mortgage Professional's list of 2023 Industry Titans. The inaugural Industry Titans awards program recognized 24 of the most notable leaders in mortgage lending.