News Topic Houston Business

News Topic: Houston Business

News: EPIC and Qualified Plan Advisors Announce Collaboration Agreement for the Benefit of Ascende Wealth Advisor Retirement Plan Consulting Clients

Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants (EPIC), the retail property and casualty insurance brokerage and employee benefits consulting subsidiary of EPIC Holdings, announced today a collaboration agreement between EPIC's Houston-based Ascende Wealth Advisors, Inc. (AWAI) and Qualified Plan Advisors (QPA), a division of Prime Capital Investment Advisors. QPA is a federally regulated investment advisor with more than 30 years of specialized expertise in 401k planning advisory services and private wealth management advisory services.

News: EPIC Attends Worldwide Broker Network Global Conference in Paris and Hosts WBN 2018 Spring Conference

Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it is attending the 57th Worldwide Broker Network (WBN) Global Conference on Oct. 25-28, 2017 in Paris, France.

Director of Retirement Rob Massa and Ascende Wealth Advisers Inc., has been named to the 2017 Financial Times 401 Top Retirement...

Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Director of Retirement Rob Massa and Ascende Wealth Advisers Inc., EPIC's Retirement Consulting Team, has been named to the 2017 Financial Times 401 Top Retirement Plan Advisers. This list recognizes the top financial advisers who specialize in serving Defined Contribution (DC) retirement plans.

Texas Total Rewards Conference: EPIC’s Clay Ma to present ‘Wait! How Did I Get on the Pension Committee?’

Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Retirement Senior Associate Clay Ma will present at the Texas Total Rewards Conference on Friday, Sept. 15 at 8:30 a.m. at The Worthington Renaissance Fort Worth Hotel in Fort Worth, Texas.

EPIC Insurance Brokers Kicks Off its 2017 Energy Forum in Houston

Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the successful launch of their 2017 Energy Forum in Houston and that they will host two additional Energy Forum presentations in Dallas and Oklahoma City next week.

EPIC Insurance Brokers adds Dr. Reba Mathew to Employee Benefits Consulting Pharmacy Practice

Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Reba Mathew Pharm.D., R.Ph has joined the firm's Employee Benefits Consulting Practice as Pharmacy Practice Director.

Distribute Royalty Reports via the Cloud

Mortgage and Finance News: (HOUSTON, Texas) Financial Softworks, LLC today announced release of their latest enhancements to DashBook Royalty Pro, and it makes creation and distribution of royalty reports cover the broad range needs of many different businesses. Although DashBook could upload reports to Box and Google Drive before, the new support for local synchronizing folders provides complete flexibility in choosing a preferred cloud service.

North Star Gas Company, LLC dba YEP Energy selects Cogent Technology Group’s Software to manage Sales Commissions

Mortgage and Finance News: (HOUSTON, Texas) Cogent Technology Group, Inc. announced today that YEP Energy has engaged Cogent to implement YEP Energy's utilization of Cogent's Sales Commission Manager software service to support its growth of natural gas sales in California and other states. Their SCMOnline solution provides a means of managing the residual sales commissions that flow as ongoing streams of compensation to their independent brokers and sales agents.