Finance
Vice Capital Markets breaks internal trading volume record in 2021, helps clients achieve peak profitability
NOVI, Mich. — Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that the company set a new internal trade volume record last year, trading more than $202 billion on behalf of its full service clients. Using an advantageous mix of delivery and execution, the company was able to help its clients capitalize profitably on each trade….
Housing Finance Strategies Announces #HousingDC22
WASHINGTON, D.C. — Housing Finance Strategies President Faith Schwartz today announced that the firm will host its annual housing policy and technology event on September 26-27, 2022. The returning support of #HousingDC22 sponsors is notable and a testament to the quality of the event….
KJ Stephens Joins EPIC – Further Expands EPIC’s Employee Benefits Practice
SAN FRANCISCO, Calif. — EPIC Insurance Brokers & Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that KJ Stephens has joined the firm as Vice President within its Employee Benefits Practice….
IRS Mandates Additional Requirements for R&D Tax Credit Refund Claims
SAVAGE, Minn. — In 2007, the IRS made the Research & Development (R&D) tax credit a Tier 1 issue, says ICS Tax, LLC (ICS). Tier 1 issues were those of high strategic importance that had a significant impact on one or more industries, essentially meaning that the IRS would audit taxpayers filing amended returns on such issues. To taxpayers’ relief, the Tiered Issue Process was eliminated in 2012, effectively placing the R&D tax credit in the same audit pool as other issues….
Trust Lending Leveraging ReverseVision Platform to Grow Reverse Mortgage Wholesale Business
SAN DIEGO, Calif. — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that Trust Lending, a national mortgage banker, has gone live with ReverseVision’s Exchange (RVX) platform for its wholesale lending channel. The platform helped Trust Lending springboard its wholesale channel into easily and expeditiously originating loans for reverse mortgage products….
Wall Street’s Oldest Continually Expands Partnerships and Push to Increase Women Investment Leaders through Corporate DE&I Goals
NEW YORK CITY, N.Y. — Thinkzilla Consulting Group announced today: As the nation’s longest continuously operating Black-owned investment firm, Blaylock Van, LLC recognizes and embodies the power of diverse, equitable and inclusive leadership. To further expand its commitment to DE&I and employee success, the firm aims to increase the number of women leaders in the company in 2022 and beyond….
Alliance Group and Living Benefits Awareness Month
LAWRENCEVILLE, Ga. — Alliance Group launched their fifth annual Living Benefits Awareness Month, or LBAM, to be observed throughout the month of January 2022. The industry-wide campaign, which takes place each January, aims to educate consumers on the importance of owning Living Benefits life insurance and the role it plays in protecting families’ financial security….
After, Inc. and PermaPlate® Partner to Deliver PermaPlate Furniture Protection powered by QuickCover® to Online Furniture Retailers
NORWALK, Conn. — After, Inc., the leading customer experience technology company providing software and services to the world’s top manufacturers, retailers and merchants, today announced its partnership with PermaPlate Furniture, the furniture protection plan division of PermaPlate®….
Promontory MortgagePath promotes Kevin Wheeler to managing director
DANBURY, Conn. — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today it has promoted Kevin Wheeler to managing director of product and engineering. Wheeler previously held the position of director of backend engineering at Promontory MortgagePath….
BankSouth Mortgage’s Shannon K. Bradshaw named 2022 Five Star Mortgage Professional
ATLANTA, Ga. — BankSouth Mortgage today announced that Senior Mortgage Banker Shannon K. Bradshaw has been recognized as a 2022 Five Star Mortgage Professional award winner. Each year, Five Star Professional honors outstanding real estate agents and mortgage professionals across the country, recognizing no more than 7% of all agents in a market….