NEW YORK, N.Y., Sept. 19, 2024 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors) is proud to announce that it has been named to Barron’s Top 100 Registered Investment Advisor (RIA) Firms for 2024. “We are honored to receive this recognition,” said Kenneth D. Pollinger, Chairman and Co-CEO of KF Advisors. “This accomplishment is a […]
Archive | Finance
Finance News
Press Release: Critical Defect Rate Rises to 1.58%, Per ACES Mortgage QC Industry Trends Report
By Send2Press Newswire on September 19, 2024 in Business, DENVER, Colo., Finance, Press Releases, Reports and Studies
DENVER, Colo., Sept. 19, 2024 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the release of its quarterly ACES Mortgage QC Industry Trends Report covering the first quarter (Q1) of 2024. The latest report analyzes post-closing quality control data derived […]
Press Release: IRS Advance Notice by IRS Solutions Named as CPA Practice Advisor 2024 Tax and Technology Innovation Award Finalist
By Send2Press Newswire on September 17, 2024 in Awards and Honors, Business, Finance, Press Releases, Software, Taxes and Accounting, Technology
VALENCIA, Calif., Sept. 17, 2024 (SEND2PRESS NEWSWIRE) — IRS Solutions® announces that its cutting-edge feature, IRS Advance Notice™ (IAN), has been named a finalist for the CPA Practice Advisor 2024 Tax and Technology Innovation Award. The revolutionary new technology tracks and alerts their members to IRS transcript changes, streamlining tax resolution, improving client service, and […]
Press Release: Optimal Blue Rolls Out Innovations in New UI, Gen AI, Originator Capabilities and New No-Cost Solutions
By Send2Press Newswire on September 16, 2024 in Business, Finance, PLANO, Texas, Press Releases, Product Launches, Software, Technology
PLANO, Texas, Sept. 16, 2024 (SEND2PRESS NEWSWIRE) — Optimal Blue today announced its extensive plans for innovation across its complete capital markets technology ecosystem leading up to its Optimal Blue Summit, where innovations will be unveiled live. New capabilities will be introduced into the core platform beginning in mid-September and continuing through the Optimal Blue […]
Press Release: NotaryCam hires Sam McPherson as new Head of Customer Success
HOUSTON, Texas, Sept. 12, 2024 (SEND2PRESS NEWSWIRE) — NotaryCam®, a Stewart-owned company and a pioneering provider of remote online notarization technology for real estate and legal transactions, today announced the appointment of Sam McPherson as the new Head of Customer Success. In this role, McPherson will oversee customer relationships, focusing on delivering an exceptional client […]
Press Release: LenderLogix adds mortgage sales expert Ben Head as account executive
BUFFALO, N.Y., Sept. 12, 2024 (SEND2PRESS NEWSWIRE) — LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced Ben Head has joined the company as an account executive responsible for expanding LenderLogix’ market share.
Press Release: iEmergent receives The Mortgage Collaborative’s Lenders’ Choice award for Thought Leadership, Creativity & Innovation
By Send2Press Newswire on September 11, 2024 in Awards and Honors, Business, DES MOINES, Iowa, Finance, Press Releases
DES MOINES, Iowa, Sept. 10, 2024 (SEND2PRESS NEWSWIRE) — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, was awarded The Mortgage Collaborative’s 2024 Lenders’ Choice Award for Thought Leadership, Creativity & Innovation. Laird Nossuli, iEmergent’s CEO, and Bernard Nossuli, COO, accepted the award on Monday during TMC’s […]
Press Release: Rate-and-Term Refinances Surge 109% MoM in August as Mortgage Rates Decline
By Send2Press Newswire on September 10, 2024 in Business, Finance, PLANO, Texas, Press Releases, Reports and Studies
PLANO, Texas, Sept. 10, 2024 (SEND2PRESS NEWSWIRE) — Optimal Blue today released its August 2024 Market Advantage mortgage data report, which reveals an overall 1% rise in rate lock volume despite the typical seasonal slowdown in purchase lending. Lock volume growth was driven by a surge in refinance activity as homeowners reacted to declining mortgage […]
Press Release: Optimal Blue to Host Inaugural Industry Summit February 3-5, 2025
By Send2Press Newswire on September 9, 2024 in Business, Finance, PLANO, Texas, Press Releases, Regional Events
PLANO, Texas, Sept. 9, 2024 (SEND2PRESS NEWSWIRE) — Optimal Blue today announced it will host its inaugural Optimal Blue Summit from February 3-5, 2025, at the Marriott Marquis San Diego Marina. Set against the scenic backdrop of San Diego Bay, the Optimal Blue Summit 2025 will bring together clients from across primary and secondary mortgage […]
Press Release: MMI launches Refinder mortgage refinance tool to help lenders prepare for expected interest rate decline
By Send2Press Newswire on September 9, 2024 in Business, Finance, Press Releases, Product Launches, SALT LAKE CITY, Utah, Technology
SALT LAKE CITY, Utah, Sept. 9, 2024 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced a new feature, Refinder, to help lenders uncover refinance opportunities in their database of past borrowers.