NEW YORK, N.Y., Sept. 28, 2021 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $4.5 billion in assets under management (AUM), has been named to Barron’s Top 100 RIA Firms for 2021. This is Barron’s sixth annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.
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Finance News
Press Release: SimpleNexus rounds out its Nexus Closing eMortgage solution with DocMagic’s eVault and eNote technologies, enabling fully digital loan closings
By Send2Press Newswire on September 23, 2021 in Alliances and Partnerships, Business, Finance, Press Releases, Software, Technology
LEHI, Utah, Sept. 23, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced the integration of its Nexus Closing™ eMortgage solution with DocMagic’s eVault and eNote technologies. The integration enables automated generation of an eNote with a tamper-evident seal and delivers […]
Press Release: Promontory MortgagePath Promotes Bryan DeShasier to Chief Administrative Officer, Adds Helen Placente as Managing Director of National Credit Operations
DANBURY, Conn., Sept. 23, 2021 (SEND2PRESS NEWSWIRE) — Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced two key staffing changes expanding the strength of its executive team. Bryan DeShasier has been promoted to Chief Administrative Officer (CAO), and Helen Placente has been hired as Managing Director of National Credit Operations.
Press Release: #HousingDC21 Sets Attendance Record
By Send2Press Newswire on September 23, 2021 in Business, Finance, Press Releases, Regional Events, WASHINGTON, D.C.
WASHINGTON, D.C., Sept. 23, 2021 (SEND2PRESS NEWSWIRE) — Housing Finance Strategies Founder & CEO Faith Schwartz today recapped the successful two-day #HousingDC21 virtual conference held on September 20-21 of this week.
Press Release: Alyssa Gelper Joins Klingenstein Fields Advisors as a Managing Director, Senior Advisor, in New York
NEW YORK, N.Y., Sept. 21, 2021 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor.
Press Release: Mortgage Coach introduces integration with LoanSense to help federal student loan holders become homeowners and increase purchase power
By Send2Press Newswire on September 21, 2021 in Alliances and Partnerships, Business, Finance, Press Releases, Software, Technology
CORONA, Calif., Sept. 21, 2021 (SEND2PRESS NEWSWIRE) — Mortgage Coach, the industry’s leading platform enabling mortgage lenders to create digital and accurate home loan options for consumers, today announced its partnership with LoanSense, an online student loan advisor that helps federal student loan holders enroll in affordable repayment and forgiveness plans.
Press Release: LBA Ware’s LimeGear integrates with Experience.com to turn customer satisfaction scores into actionable business intelligence for mortgage lenders
By Send2Press Newswire on September 21, 2021 in Business, Finance, Press Releases, Software, Technology
MACON, Ga., Sept. 21, 2021 (SEND2PRESS NEWSWIRE) — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced it has partnered with Experience.com, home of the world’s most impactful Experience Management Platform (XMP), to provide customers with a dynamic way to track customer […]
Press Release: Chelsea Groton Bank, in Partnership with NCDC and GNACC, Offers Free Business Seminars for Local Entrepreneurs
By Send2Press Newswire on September 17, 2021 in Business, Economic Development, Finance, Press Releases, Regional Events
GROTON, Conn., Sept. 17, 2021 (SEND2PRESS NEWSWIRE) — Chelsea Groton Bank kicks off their 5-week “Cultivating Great Business: Small Business Bootcamp” on October 5, 2021. The FREE small business series, designed for aspiring and established entrepreneurs, is offered through the Bank’s financial education program, Chelsea University, in partnership with the Norwich Community Development Corporation (NCDC) […]
Press Release: LBA Ware to host Experience.com’s Kristin Messerli for webinar on the latest millennial homebuyer market research
MACON, Ga., Sept. 17, 2021 (SEND2PRESS NEWSWIRE) — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced the third installment in its 2021 webinar series. The Myths that Keep Millennials from Buying: Data-Driven Direction for Growing Your Share of America’s Largest Homebuyer […]
Press Release: US-based Carbon Direct invests €15M ($17.7M) for 7% stake in Calix’s LEILAC business
By Send2Press Newswire on September 15, 2021 in Business, Environment and Ecology, Finance, Funding and Investment, Press Releases, Public Companies, Technology
SYDNEY, Australia, Sept. 15, 2021 (SEND2PRESS NEWSWIRE) — Multi-award-winning Australian technology company Calix Limited (ASX: CXL) (“Calix” or the “Company”) is pleased to announce global decarbonisation investor Carbon Direct Capital Management has invested €15m for a 6.98% equity stake in Calix subsidiary, the LEILAC Group, which is dedicated to the commercialisation and ongoing development of […]