News Topic: Consulting
News: KROST Acts as Exclusive Financial Advisor for Integrity Bio in Sale to Curia
Mortgage and Finance News: (LOS ANGELES, Calif.) Integrity Bio, Inc., a privately held formulation and fill-finish organization, was sold to Curia (formerly Albany Molecular Research, Inc. (AMRI)), a Contract Development and Manufacturing Organization (CDMO) and leading global provider of advanced contract research, development, and manufacturing solutions. KROST, a Los Angeles-based firm, acted as the exclusive financial advisor to Integrity Bio in the transaction.
News: 5,700 Square Foot Office Space Sublease at 6 Landmark Square in Stamford, CT Represented by Choyce Peterson
Mortgage and Finance News: (NORWALK, Conn.) Choyce Peterson, Inc., a full-service commercial real estate brokerage and consulting firm, announced they are exclusively representing a 5,700 square foot (SF) office suite available for sublease at 6 Landmark Square in Stamford, CT.
News: Blair & Potts Relocates within Stamford Plaza in Stamford, CT – Choyce Peterson Negotiates Transaction
Mortgage and Finance News: (NORWALK, Conn.) Choyce Peterson, Inc., a full-service commercial real estate brokerage and consulting firm, announced the successful completion of lease negotiations for Blair & Potts for its 6,169 square-foot office space at Two Stamford Plaza in Stamford, CT.
News: ‘Finishing Touches’ Closes the Gap Between Estate Plans and the Details of Everyday Life
Mortgage and Finance News: (HENDERSONVILLE, N.C.) Katrina Bragg, owner of Task Mania, a leading virtual administrative assistant service, today launches "Finishing Touches," a living document designed to capture and organize an individual's most important personal information.
News: Klingenstein Fields Wealth Advisors (KFWA) will now be known as Klingenstein Fields Advisors
Mortgage and Finance News: (NEW YORK, N.Y.) Klingenstein Fields Wealth Advisors (KFWA) announced today that, together with its affiliate, KF Group, LP, with which it conducts a fully-integrated advisory business, it is now operating under the brand name Klingenstein Fields Advisors (KF Advisors).
News: Sasha Baluka Promoted to Partner at Bessolo Haworth, a Leading West Coast Tax, Accounting and Business Advisory Firm
Mortgage and Finance News: (SHERMAN OAKS, Calif.) Bessolo Haworth, a leading West Coast tax, accounting and business advisory firm, announces the promotion of Sasha Baluka to partner. Baluka will continue to manage some of the firm's largest clients and will now also work with the firm's partners to manage and lead the organization.
News: RMA Presents Long-term Strategic Finance Action Plan for North Miami Beach
Mortgage and Finance News: (NORTH MIAMI BEACH, Fla.) RMA presented their combined 5-Year Strategic Finance Plan and Action Plan for the City of North Miami Beach to the CRA Board on Thursday, June 25. The award-winning consulting firm developed a clear and concise roadmap to prioritize and guide redevelopment in the CRA area. This plan was unanimously approved by the Board.
News: Dr. Thomas T. Nagle Joins Sturbridge Growth Partners as Advisory Partner
Mortgage and Finance News: (MEDFIELD, Mass.) Sturbridge Growth Partners, a boutique management consulting firm dedicated to driving profitable growth for clients through innovative approaches to pricing and value management, announced today that Tom Nagle has joined the company as an Advisory Partner.
News: Brand Messaging Strategist Loren Weisman joins Fish Stewarding Group to cover the brand messaging and optics elements of the different...
Mortgage and Finance News: (SUNSET, S.C.) Fish Stewarding Group is pleased to announce that Loren Weisman has joined The Fish Stewarding Group. A Brand Messaging Strategist that looks deeply into the psychological aspects of messaging, Weisman will strategize in the areas of brand discovery, brand development, brand compliance as well as brand audits and the overall messaging and optics strategies.
News: Depth Public Relations Names Lindsey Neal Vice President of Client Services
Mortgage and Finance News: (ATLANTA, Ga.) Depth Public Relations, LLC, (DepthPR) a leading provider of consultative marketing, public relations and reputation management services for the mortgage lending and residential finance industry, today announced its promotion of Lindsey Neal to vice president of client services.
News: Beyond AUM Co-Founder Nima Tolooi Named One of Crain’s 2019 Notable Entrepreneurs
Mortgage and Finance News: (CHICAGO, Ill.) Nima Tolooi, co-founder of Beyond AUM, has been named one of Crain's Chicago Business's 2019 Notable Entrepreneurs. Crain's list of Notable Entrepreneurs features 44 businesspeople who have identified needs and untapped opportunities in the market; organized and run companies; and taken on greater-than-normal financial risk to achieve success
News: Command Investigations Recapitalizes to Continue Growth Trajectory
Mortgage and Finance News: (LAKE MARY, Fla.) Command Investigations ("Command") and Monument MicroCap Partners, LLC ("Monument") announce that they have completed a recapitalization transaction that will allow Command to venture into the next aspect of its growth phase and solidify itself as the premier investigative service provider in the United States.
News: Advanced Mediation Solutions Sees Rise in Business and Workplace Mediations
Mortgage and Finance News: (HADDONFIELD, N.J.) Advanced Mediation Solutions (AMS) provides a wide range of mediation services. Some of their specialties include divorce and family mediation, high net-worth divorce mediation, business partnership mediation, and workplace mediation. Recently, they have seen a sharp rise in requests for business and workplace mediation services.
News: Ainsworth Advisors Fields Top-Tier Mortgage Business Leaders to Guide Long Range Growth for World Class Lenders
Mortgage and Finance News: (DALLAS, Texas) Ainsworth Advisors, LLC, a group of veteran mortgage industry leaders offering strategic and tactical advice, helping improve efficiencies and developing strong leadership teams for world-class mortgage lending businesses, today announced it has deepened its bench strength with unparalleled expertise in key operations and planning areas.
News: MQMR: Mortgage Industry Margin Compression Calls for Fixed-Cost Approach to Compliance Support
Mortgage and Finance News: (LOS ANGELES, Calif.) Mortgage Quality Management and Research, LLC (MQMR) President Michael Steer today advised lenders to adopt a fixed-cost approach to compliance support in the face of margin compression and declining per-loan profits. By investing in a fixed-cost solution for compliance, lenders can better manage their monthly expenses while ensuring they remain compliant, thus avoiding potential financial penalties associated with non-compliance.
News: Prevail Reinsurance System selected by Tower Insurance as the leading edge technology solution to automate reinsurance administration
Mortgage and Finance News: (STAMFORD, Conn.) Prevail Consulting, Inc., a leading insurance industry technology and professional services provider, today announced a contract with Tower Insurance to license the Prevail Reinsurance System (PRS) to support Tower's reinsurance operations. Under this new contract, Prevail will install PRS and deliver implementation and professional services.
News: MorVest Capital Offering $1.8B in GNMA Mortgage Servicing Rights
Mortgage and Finance News: (SUGAR LAND, Texas) MorVest Capital, an industry leader in liquidity and balance sheet advisory services, is the exclusive agent for a $1.8 billion GNMA bulk mortgage servicing portfolio. The seller is an independent mortgage banker providing full reps and warrants. Portfolio characteristics include a 3.45 percent weighted average interest rate,
News: RESPECT May Not Be Exactly What Aretha Franklin’s Legacy Will Get
Mortgage and Finance News: (WALNUT CREEK, Calif.) Weeks have passed since the death of the Queen of Soul herself, Aretha Franklin, and the world is still reeling - mainly from the loss of a such a beloved icon, but also from the fact that she seems to have died without a trust, says estate planning attorney Kirsten Howe of Absolute Trust Counsel. Without a will, and without any sort of estate plan in place, where will that $80 million go?
News: Paladin Advisory Services Adds Mortgage Loan Quality Expert John Gray to Lead Forensic Loan File Reviews, Enhance Strategic Guidance and...
Mortgage and Finance News: (ATLANTA, Ga.) Paladin Advisory Services, LLC, is pleased to announce that mortgage loan quality subject matter expert John Gray, CFE, CAMS, has joined its team. Gray will drive Paladin's forensic loan file review programs and enhance its offerings in strategic guidance and training for mortgage lenders.
News: Medical Practice Consulting Services Expands Billing Operations in North Carolina
Mortgage and Finance News: (NORTH TOPSAIL BEACH, N.C.) Medical Practice Consulting Services (MPCS), a leading national group of practice growth consultants offering revenue cycle management services today announce the strategic expansion and opening of their billing operations, with offices at 2000 New River Inlet, Suite 1001.
News: Express Information Systems Named to Accounting Today VAR 100 for Second Consecutive Year
Mortgage and Finance News: (SAN ANTONIO, Texas) For the second consecutive year, Express Information Systems, a leading provider of business software and consulting for growing businesses in Texas and beyond, has been included in the Accounting Today VAR 100.
News: Tax Resolution Expert Teaches Tax Pros How to Ramp Up Business and Dramatically Boost Their Bottom Line
Mortgage and Finance News: (STUDIO CITY, Calif.) An exclusive, interactive 4-hour live training for CPAs, EAs and attorneys - "The 7-Figure Tax Resolution Practice Blueprint" - is scheduled for June 28. This free training is hosted by tax resolution expert, Michael Rozbruch, founder of Roz Strategies. He'll show tax professionals how to start a tax resolution practice from scratch (like he did) or take an existing practice to the next level.
News: Rocky Davidson, CPA, is First to Receive AICPA Client Accounting Advisory Services Certification
Mortgage and Finance News: (MACON, Ga.) Qbix Accounting Solutions announced today that Rocky Davidson is the first professional to complete and receive certification from the AICPA in Client Accounting Advisory Services. Qbix Accounting Solutions provides client accounting advisory services to nonprofit organizations, often referred to as outsourced accounting services.
New eBook: Optimal Nonprofit Financial Management through Outsourcing, by Rocky Davidson, CPA
Mortgage and Finance News: (MACON, Ga.) Qbix Accounting Solutions announces a new eBook by Rocky Davidson, CPA. The 8-page eBook, "Optimal Nonprofit Financial Management through Outsourcing" is written for Nonprofit Executive Directors who are looking to improve their accounting function.
Xanegy 2017 Nonprofit Executive Series Fall and Winter Schedule Announced
Mortgage and Finance News: (AUSTIN, Texas) The Nonprofit Executive Series webcasts, hosted by Xanegy, will kick off on Tuesday, September 26, 2017, with "Trends in Human Capital Management." The Nonprofit Executive Series is a monthly webcast for nonprofit leaders.
iFOS LLC Awarded $4.9M US Department of Labor Budget Execution Support Services Contract
Mortgage and Finance News: (COLUMBIA, Md.) Intelligent Fiscal Optimal Solutions (iFOS) Managing Consultants, LLC is pleased to announce the notification of a $4.9M, multi-year contract award to provide Budget Execution Support Services to the U.S. Department of Labor (DOL), Office of the Chief Financial Officer (OCFO) located in Washington, D.C. The contract was awarded under iFOS' General Services Administration (GSA) Professional Support Services (PSS) Schedule GS-23F-0102X.
Jeffrey Unalp, CPA Earns Designation for Completing AICPA NFP Certificate Program
Mortgage and Finance News: (WALNUT CREEK, Calif.) Unalp CPA Group, Inc. announced today that founder Jeffrey Unalp, CPA, has earned the AICPA badge for completing the Not-For-Profit (NFP) Certificate Program. Unalp CPA outsourced accounting services provide nonprofit clients with compliance, timely reporting and execution of accounting duties.
Luma Wealth Advisors: Understanding Women’s Wealth Needs
Mortgage and Finance News: (CLEVELAND, Ohio) Is there a benefit to having a financial advisor focused on women? For many women, the answer is probably "yes" and the recently launched Luma Wealth Advisors is ready to meet their planning needs.
Skyline Financial Corp preps New Reverse Mortgage Division with ReverseVision’s Tech and Training
Mortgage and Finance News: (SAN DIEGO, Calif.) ReverseVision, the leading provider of software and technology for the reverse mortgage industry, has forged a partnership with Skyline Financial Corp. (Skyline Home Loans and NewLeaf Lending) to support the lender's growing reverse mortgage division with RV Exchange (RVX) loan origination technology and RV University (RVU) training programs.
Kraft Technology Group Supports Entrepreneurs and Small-to-Midsized Businesses During National Entrepreneurship Week
Mortgage and Finance News: (NASHVILLE, Tenn.) Kraft Technology Group, LLC today announced its participation in National Entrepreneurship Week, a weeklong series of activities that celebrates the efforts and impact of entrepreneurs and small-to-midsized businesses. Led by Microsoft and supported by more than 100 companies including Kraft Technology Group, National Entrepreneurship Week will kick off on Monday, Feb. 20 and conclude on Friday, Feb. 24, 2017.