BALTIMORE, Md. — Charles Street Research (CSR), a financial research and publishing think tank based in Baltimore, Maryland, recently revealed a brand new performance index for one of their top research services.
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Jun
20
EPIC adds New Benefits Consulting Team in Houston TX
HOUSTON, Texas — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the hiring of Principal Ed Oravetz, Principal Keith McNeely, Principal David Potts, Client Executive Elisha Johnson and Client Manager Marilu Alejandre.
Jun
18
The Solaris Group, LLC Joins Klingenstein Fields
NEW YORK, N.Y. — The Solaris Group (Solaris), a New York-based wealth advisor and investment consultant to non-profit organizations, today announced that it is joining KF Group LP, an affiliate of Klingenstein Fields Wealth Advisors (KFWA), a complementary wealth advisor also based in New York.
Jun
14
Klingenstein Fields Wealth Advisors Acquires Assets of The Solaris Group LLC
NEW YORK, N.Y. — Klingenstein Fields Wealth Advisors (KFWA), a leading independent wealth advisor based in New York, today announced the acquisition, through its affiliate KF Group LP, of the assets of The Solaris Group, LLC (Solaris), a complementary New York-based wealth advisor. Together, the combined firm will have over $4.0 billion in assets under management.
Jun
13
Jessica Merino Receives the Young Entrepreneur Award from NAWBO Chicago
CHICAGO, Ill. — On Monday, May 6, 2019, Jessica Merino of Merino Wealth Management received the Young Entrepreneur Award at the Annual Celebration NAWBO Chicago Achievement Luncheon.
Jun
13
Homebot Aims to Improve Prequal-to-App Pull Through with Buyer Enhancements to Its Customer Engagement Platform
DENVER, Colo. — Homebot, a customer engagement platform that delivers financial scenarios to help homeowners build wealth, today announced major enhancements to the homebuying side of its platform. The latest release inserts lenders into the market search process by integrating prompts for buyers to obtain a prequal or preapproval, lock a rate, and inquire about down payment with a single click.
Jun
13
Texan Title Taps SafeWire by SafeChain to Provide Protection Against Wire Fraud
COLUMBUS, Ohio — SafeChain, the industry leader in wire fraud prevention software and blockchain implementation for land title, announced today that Texan Title has chosen SafeWire(TM) to defend its clients’ wire transactions against fraud. The blockchain-backed platform will be deployed across Texan Title’s family of title companies located across Texas.
Jun
13
Hometown Lenders Adopts ReverseVision Loan Origination Technology to Launch HECM and Reverse Lending Channel
SAN DIEGO, Calif. — ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced that Hometown Lenders has implemented ReverseVision’s HECM and proprietary reverse loan origination technology to support the launch of the independent mortgage bank’s HECM lending channel.
Jun
12
Bank of Southern California NA Names Kamran Khosrovani Branch Managing Director
SAN DIEGO, Calif. — Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, announced today that it has hired Kamran Khosrovani as Branch Managing Director of Business Banking in Los Angeles. He will focus on client acquisition and retention as Bank of Southern California looks to further expand its presence throughout the greater Los Angeles region.