News Topic: AP
News: Palisade Capital Management Named a Top RIA by FA Magazine
Mortgage and Finance News: (FORT LEE, N.J.) Palisade Capital Management, LP has been recognized by Financial Advisor magazine as one of the top registered investment advisors in the country. For over 25 years, individuals and families have turned to Palisade Private Wealth Management for comprehensive wealth management.
Legal News: Obeidy and Associates, P.A. Wins Discrimination Lawsuit Against Broward County Sheriff’s Office
Mortgage and Finance News: (FORT LAUDERDALE, Fla.) Obeidy and Associates, P.A. (OBD Legal) announces that it recently represented Scott Thomas, Plaintiff, against the Broward County Sheriff's Office (BCSD), Defendant, and won the initial case as well as follow-up appeals.
News: MMI Announces Strategic Acquisition of Bonzo Mortgage / Real Estate CRM Platform
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 its acquisition of relationship management and mortgage marketing platform provider Bonzo. The Bonzo leadership team, including founder and president Jason Perkins, founder and COO/CRO Miles Miller, and CEO Chad Jampedro, will continue to guide the company as it operates as an independent service.
News: Northwest Bank Collects Fees within Minutes with LenderLogix FeeChaser
Mortgage and Finance News: (BUFFALO, N.Y.) LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced Northwest Bank has selected its payment processing platform Fee Chaser to ensure compliant collection of upfront fees and deliver borrowers a five-star digital experience.
News: Klingenstein Fields Advisors Named as one of America’s Top RIAs by Financial Advisor Magazine
Mortgage and Finance News: (NEW YORK, N.Y.) Financial Advisor Magazine has released its annual Registered Investment Advisor (RIA) rankings for 2023, and Klingenstein Fields Advisors is proud to announce that it has been ranked as one of the top RIAs with $1.0 billion or more in assets.
News: Christopher Henderson joins Palisade Capital Management
Mortgage and Finance News: (FORT LEE, N.J.) Palisade Capital Management, LP is pleased to announce Christopher Henderson has joined the firm as Managing Director, Head of Business Development. Chris will focus on further expanding Palisade's institutional business.
News: Seaside Consultants Offers Timeshare Exit Services to People in the U.S.
Mortgage and Finance News: (ENCINITAS, Calif.) When they first sign up, a timeshare can feel like a dream to the person putting pen to paper. But as the reality of the cost sets in, it can start to look more like a nightmare. Fortunately, there's help. Seaside Consultants Group supports people in exploring their timeshare contract termination options.
News: CDF Labor Law LLP Named to Bloomberg Law’s 3rd Annual Diversity, Equity, and Inclusion Framework
Mortgage and Finance News: (IRVINE, Calif.) CDF Labor Law LLP is pleased to announce that it has been named to Bloomberg Law's third annual Diversity, Equity, and Inclusion (DEI) Framework for the third consecutive year. CDF is one of 55 U.S.-based law firms that was recognized for its level of disclosure of diversity-related metrics and distinguished performance against six core pillars and more than 85 metrics.
News: LenderLogix Q2 2023 Homebuyer Intelligence Report Data Shows Slight Increase in Homebuying Activity Despite Affordability and Inventory Challenges
Mortgage and Finance News: (BUFFALO, N.Y.) LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced the latest release of the Homebuyer Intelligence Report, a quarterly summary of insights into borrower behavior during the home buying process based on data collected by the LenderLogix suite of tools.
News: TrustEngine releases Q2 2023 Mortgage Market Opportunities Report
Mortgage and Finance News: (ELLICOTT CITY, Md.) TrustEngine™, a provider of data-driven homebuyer engagement and education solutions for lenders, today announced the release of its latest Mortgage Market Opportunities Report analyzing trends in the frequency of different types of mortgage opportunity alerts through June 2023.
News: Oxnard California Awards Avenu Insights & Analytics With a Sales & Use Tax Auditing Contract
Mortgage and Finance News: (OXNARD, Calif.) Avenu Insights & Analytics (Avenu), the leading provider of software administration and revenue recovery solutions for state and local governments, has achieved a significant milestone with the award of a Sales & Use Tax Auditing (SUTA) contract by the City of Oxnard, California.
News: Down Payment Resource Issues Q2 2023 Homeownership Program Index Report
Mortgage and Finance News: (ATLANTA, Ga.) Down Payment Resource (DPR), the housing industry's leading technology for connecting homebuyers with homebuyer assistance programs, issued its Q2 2023 Homeownership Program Index (HPI). The firm's analysis revealed a second consecutive quarterly uptick of 0.5% in the number of homebuyer assistance programs available to help people finance homes, raising the number of programs to 2,373.
News: Matrix Announces the Successful Sale of Vital Plastics, Inc.
Mortgage and Finance News: (BALTIMORE, Md.) Matrix Capital Markets Group, Inc. ("Matrix"), a leading, independent investment bank, is pleased to announce the sale of Vital Plastics, Inc. ("Vital Plastics" or the "Company"), a high-volume manufacturer and assembler of injection molded plastic products, to Wolverine Capital Partners ("Wolverine Capital").
News: Walker Reid Strategies, Inc. announces the launch of a new division providing outsourcing engineering services
Mortgage and Finance News: (BOCA RATON, Fla.) Walker Reid Strategies, Inc. is proud to announce the launch of a new division that provides outsourcing engineering services. The division will support MEP firms, architects, engineers, ESCOS, and LEED professionals by supplementing labor shortages and reducing costs through energy modeling, BIM, and code compliance services.
News: Matrix Announces the Successful Sale of BeWell Network, LLC
Mortgage and Finance News: (RICHMOND, Va.) Matrix Capital Markets Group, Inc. ("Matrix"), a leading, independent investment bank, announces that it has advised BeWell Network, LLC ("BeWell" or the "Company") on its successful sale to H.E.R. Management, LLC. BeWell is a residential and outpatient behavioral health provider focused on the treatment of substance use disorder.
News: Eckhardt Receives Edward Jones Award for Exceptional Achievement in Building Client Relationships
Mortgage and Finance News: (COLORADO SPRINGS, Colo.) Keith Eckhardt, an Edward Jones financial advisor in Colorado Springs, CO, recently received the firm's exclusive Soar to Success Award for exceptional achievement in building client relationships within his first five years as a financial advisor. He was one of only 1,122 financial advisors firmwide to receive this award.
News: Down Payment Resource Reports on Homebuyer Assistance Programs for People with Disabilities for Disability Pride Month
Mortgage and Finance News: (ATLANTA, Ga.) In celebration of Disability Pride Month, Down Payment Resource (DPR) has issued a report on the 23 U.S. homebuyer assistance programs that are specifically designed to support people with disabilities and their family caregivers on their journey towards homeownership. While people with disabilities may be eligible for any of the 2,300-plus U.S. homebuyer assistance programs, this report sheds light on programs specially developed to promote accessibility and inclusivity for aspiring homeowners with disabilities.
News: Monthly Lock Volume Increases 31% in Latest MCT Indices Report
Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a 31% increase in lock volume in June. Visit MCT's website to download the full report. The increase in June's lock volume activity, which is based on actual locked loans, comes after a 15% drop in May's total lock production.
News: Financial Advisor Mike Biehl Receives Edward Jones Spirit of Caring Award
Mortgage and Finance News: (COLORADO SPRINGS, Colo.) Mike Biehl, an Edward Jones financial advisor in Colorado Springs, CO recently received the firm's exclusive Spirit of Caring Award for 2023, designed to recognize those financial advisors who exemplify the values, culture and spirit of giving back.
News: Join the Notary Training Network as the host of the Maryland Notary Conference on Preventing Document Fraud, Forgery, and Identity...
Mortgage and Finance News: (BALTIMORE, Md.) The Notary Training Network is pleased to announce the highly anticipated Maryland Notary Training Conference, dedicated to combating document fraud, forgery, and identity theft. The conference will take place on October 21, 2023 at the Best Western Premier Rockville Hotel & Suites in Rockville, Maryland. This conference is open to notaries in all states.
News: GetHRready and HR4ALL forge partnership with three other Human Resources firms to deliver the best HR Support for businesses across...
Mortgage and Finance News: (WILLIAMSPORT, Pa.) GetHRready today announced a strategic partnership with HR4ALL, JustHRhandbooks, JustHRhotlines and JustHRaudits to ensure every business in America can the best in Human Resources support. Fast, efficient and economical solutions designed to protect every business and help them GetHRready.
News: Keith Eckhardt receives two Edward Jones Awards for Exceptional Achievement in Building Client Relationships
Mortgage and Finance News: (COLORADO SPRINGS, Colo.) Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado, was recently recognized for his exceptional achievement in building client relationships. Eckhardt received two Achievement Awards during the regional meeting in Snowmass Village, Colorado.
News: Matrix Announces the Successful Sale of the Lawn and Garden Division of Antilles Power Depot Inc.
Mortgage and Finance News: (RICHMOND, Va.) Matrix Capital Markets Group, Inc. ("Matrix"), a leading, independent investment bank, is pleased to announce the sale of the Lawn & Garden Division ("Antilles L&G" or the "Company") of Antilles Power Depot Inc. ("APD") to Freije Supply Inc. ("Freije Supply").
News: Agile Appoints Greg Vacura as President to Further Mission of Creating a Better MBS Market
Mortgage and Finance News: (PHILADELPHIA, Pa.) Agile, a groundbreaking fintech bringing mortgage lenders and broker dealers together on a single electronic platform, today announced the appointment of Greg Vacura as company president. Mr. Vacura will be working to fulfill Agile's mission to create a better mortgage-backed securities (MBS) market through increasing liquidity and automation in TBAs, MBS pools, and AOTs.
News: Depth welcomes Berry College communications major Jasmynn Innis for summer internship
Mortgage and Finance News: (ATLANTA, Ga.) Depth, the leading provider of consultative B2B marketing, public relations and reputation management services for mortgage fintech innovators, the residential finance industry and technology for emerging regulated markets (regtech), welcomes Berry College communications major Jasmynn Innis as its 2023 summer intern.
News: Premium Mortgage Corporation taps LenderLogix’s LiteSpeed to power Digital-First Mortgage Borrowing Experience
Mortgage and Finance News: (BUFFALO, N.Y.) LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks and brokers, today announced that Rochester, N.Y.-based Premium Mortgage Corporation (Premium Mortgage) is the latest mortgage lender to implement its streamlined point-of-sale (POS) platform LiteSpeed to provide borrowers with a white-labeled, digitally-driven mortgage application experience.
News: Leading Nonprofit, Millionaire Mastermind Academy, to Host Diversity in Finance Economic Empowerment Fireside Chat, July 17
Mortgage and Finance News: (SCOTTSDALE, Ariz.) On July 17, 2023, the Millionaire Mastermind Academy, a leading nonprofit organization addressing the barriers to opportunity for underrepresented businesses, will host an economic empowerment "Diversity in Finance" Fireside Chat. The virtual event is part of an ongoing program and is sponsored by Blaylock Van, LLC, the nation's longest-continuously operating Black-owned investment firm.
News: Sustainable Organizations Embrace EnergyCAP’s Complete Suite of Energy and Sustainability ERP Solutions
Mortgage and Finance News: (STATE COLLEGE, Pa.) EnergyCAP, a renowned provider of energy and sustainability enterprise resource planning (ERP) solutions, proudly announces The University of Texas Medical Branch (UTMB) and The University of New Mexico (UNM) have adopted EnergyCAP's newest solutions: CarbonHub and Wattics, making them the first customers to embrace EnergyCAP's complete solution suite.
News: Introducing RapidVerify: A Cutting-Edge Solution for Applicant Document Verification
Mortgage and Finance News: (AUSTIN, Texas) In today's business landscape, where companies are facing the disconcerting reality of losing up to 5% of their revenue to fraudulent activities, the urgency for a reliable and efficient solution is critical. RapidVerify is proud to announce the launch of its innovative Software-as-a-Service (SaaS) platform specifically engineered to address the pressing issue of document fraud.
News: Alliance Group and AIMCOR Group announce strategic partnership to educate and expand awareness around the ‘living’ benefits of life insurance
Mortgage and Finance News: (LAWRENCEVILLE, Ga.) Alliance Group, a leading Insurance Marketing Organization based in Lawrenceville, Georgia has forged a strategic partnership with AIMCOR Group and announced its intent to become a member of AIMCOR Group, LLC, a National Insurance Marketing Organization that distributes and services life, disability, LTC and annuity products through a variety of independent, institutional, and alternative channels.