NEW YORK, N.Y., July 18, 2025 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors) is proud to announce its recognition as one of the top Registered Investment Advisors (RIAs) in Financial Advisor Magazine’s 2025 Survey & Ranking, released on July 11, 2025, for firms managing $1.0 billion or more in assets.
Archive | Finance
Finance News
Press Release: Philippe Le Blanc Publishes ‘Advantage Equities’: An Original Take on Stock Market Investing Inspired by the Game of Tennis
By Send2Press Newswire on July 18, 2025 in Books and Publishing, Business, Entertainment, Finance, Montreal, Quebec, Press Releases, Product Launches
MONTREAL, Quebec, July 18, 2025 (SEND2PRESS NEWSWIRE) — Chief Investment Officer of COTE 100 and respected financial columnist Philippe Le Blanc has officially released “Advantage Equities: Invest Between the Lines and Win” (ISBN: 978-0228818939; released June 2025 by Tellwell Publishing), an insightful new book offering investors a fresh, accessible perspective on the world of stock […]
Press Release: Informative Research’s Shannon Santos Named MPA Elite Woman Award Honoree
GARDEN GROVE, Calif., July 17, 2025 (SEND2PRESS NEWSWIRE) — Informative Research Data Solutions, a division of Informative Research and a leading provider of data-powered borrower intelligence and analytics tools for the financial services industry, announced today that its executive vice president, Shannon Santos, has been named a 2025 Mortgage Professional America (MPA) Elite Woman Award […]
Press Release: Strategic Benefits Advisors outlines what plan sponsors need to know about the One Big Beautiful Bill
By Send2Press Newswire on July 16, 2025 in ATLANTA, Ga., Business, Finance, Opinion and Commentary, Press Releases
ATLANTA, Ga., July 16, 2025 (SEND2PRESS NEWSWIRE) — Strategic Benefits Advisors, Inc. (SBA) today released a practical summary of the employee benefits provisions contained in the newly enacted One Big Beautiful Bill Act (OBBB), signed into law by President Trump on July 4, 2025. While the legislation spans a wide range of tax and policy […]
Press Release: Dovenmuehle’s 2024 SOC 1 and SOC 2 Type 2 Reports Validate Robust Internal Controls and Data Security Standards
LAKE ZURICH, Ill., July 16, 2025 (SEND2PRESS NEWSWIRE) — Dovenmuehle Mortgage, Inc., a leading mortgage subservicer, today announced the successful completion of its 2024 Service Organization Control (SOC) 1® Type 2 and SOC 2® Type 2 audits. These independent audits, conducted by the public accounting and business advisory firm Plante Moran, PLLC, affirm Dovenmuehle’s adherence […]
Press Release: CFD Companies’ Support of Social Media Marketing Validated by Adviser Appearance at Jolt! Conference
By Send2Press Newswire on July 15, 2025 in Advertising and Marketing, Business, Finance, Press Releases
KOKOMO, Ind., July 15, 2025 (SEND2PRESS NEWSWIRE) — CFD Companies’ efforts to support adviser marketing were validated recently when CFD affiliated financial adviser Rachael Camp was a featured panelist at the 2025 Jolt! Conference. Social media marketing remains prohibited at many financial services firms, but CFD has calculated that the extra regulatory burdens are a […]
Press Release: Friday Harbor launches open APIs to give mortgage lenders and vendors more integration flexibility
By Send2Press Newswire on July 15, 2025 in Business, Finance, Press Releases, SEATTLE, Wash., Software, Technology
SEATTLE, Wash., July 15, 2025 (SEND2PRESS NEWSWIRE) — Friday Harbor, an AI-powered platform that helps loan officers assemble complete and compliant loan files in real time, today announced the availability of open APIs, giving lenders and vendors a new level of flexibility in how they integrate Friday Harbor into their mortgage tech stack.
Press Release: Down Payment Resource announces strategic partnership with FirstHome IQ to expand access to homebuyer assistance programs
By Send2Press Newswire on July 15, 2025 in Alliances and Partnerships, ATLANTA, Ga., Business, Finance, NonProfit and Charities, Press Releases
ATLANTA, Ga., July 15, 2024 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry’s leading technology for connecting homebuyers with homebuyer assistance programs, today announced a strategic partnership with FirstHome IQ, a nonprofit empowering the next generation of homeowners through modern, accessible financial education and tools for industry partners. This collaboration will empower industry […]
Press Release: Informative Research Expands Verification Platform with Halcyon Integration
By Send2Press Newswire on July 14, 2025 in Business, Finance, Press Releases, Software, Taxes and Accounting, Technology
GARDEN GROVE, Calif., July 14, 2025 (SEND2PRESS NEWSWIRE) — Informative Research (IR), a premier technology provider delivering data-driven credit and verification solutions to the lending community, today announced the availability of Halcyon’s IRS tax transcript service within the IR Verification Platform. This enhancement expands Informative Research’s suite of verification of income and employment (VOI/E) options, […]
Press Release: Free Book Available July 11 – 13 on Amazon/Kindle on How to Get Rid of the Income Tax and Abolish the IRS
By Send2Press Newswire on July 11, 2025 in Books and Publishing, Business, Finance, Press Releases, SEATTLE, Wash., Taxes and Accounting
SEATTLE, Wash., July 11, 2025 (SEND2PRESS NEWSWIRE) — How would you like to take home 100% of your paycheck and never pay income tax again? To learn more, get a free copy of the new book by Rich Germaine, “Tax Revolution 2.0, Let’s Get Rid of the Income Tax.” The book explores alternative ways the […]