Finance
Klingenstein Fields Advisors Named as one of America’s Top RIAs by Financial Advisor Magazine
NEW YORK, N.Y. — Financial Advisor Magazine has released its annual Registered Investment Advisor (RIA) rankings for 2023, and Klingenstein Fields Advisors is proud to announce that it has been ranked as one of the top RIAs with $1.0 billion or more in assets….
Christopher Henderson joins Palisade Capital Management
FORT LEE, N.J. — Palisade Capital Management, LP is pleased to announce Christopher Henderson has joined the firm as Managing Director, Head of Business Development. Chris will focus on further expanding Palisade’s institutional business….
LenderLogix Q2 2023 Homebuyer Intelligence Report Data Shows Slight Increase in Homebuying Activity Despite Affordability and Inventory Challenges
BUFFALO, N.Y. — LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced the latest release of the Homebuyer Intelligence Report, a quarterly summary of insights into borrower behavior during the home buying process based on data collected by the LenderLogix suite of tools….
TrustEngine releases Q2 2023 Mortgage Market Opportunities Report
ELLICOTT CITY, Md. — TrustEngine™, a provider of data-driven homebuyer engagement and education solutions for lenders, today announced the release of its latest Mortgage Market Opportunities Report analyzing trends in the frequency of different types of mortgage opportunity alerts through June 2023….
Oxnard California Awards Avenu Insights & Analytics With a Sales & Use Tax Auditing Contract
OXNARD, Calif. — Avenu Insights & Analytics (Avenu), the leading provider of software administration and revenue recovery solutions for state and local governments, has achieved a significant milestone with the award of a Sales & Use Tax Auditing (SUTA) contract by the City of Oxnard, California….
Down Payment Resource Issues Q2 2023 Homeownership Program Index Report
ATLANTA, Ga. — Down Payment Resource (DPR), the housing industry’s leading technology for connecting homebuyers with homebuyer assistance programs, issued its Q2 2023 Homeownership Program Index (HPI). The firm’s analysis revealed a second consecutive quarterly uptick of 0.5% in the number of homebuyer assistance programs available to help people finance homes, raising the number of programs to 2,373….
Matrix Announces the Successful Sale of Vital Plastics, Inc.
BALTIMORE, Md. — Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, is pleased to announce the sale of Vital Plastics, Inc. (“Vital Plastics” or the “Company”), a high-volume manufacturer and assembler of injection molded plastic products, to Wolverine Capital Partners (“Wolverine Capital”)….
Walker Reid Strategies, Inc. announces the launch of a new division providing outsourcing engineering services
BOCA RATON, Fla. — Walker Reid Strategies, Inc. is proud to announce the launch of a new division that provides outsourcing engineering services. The division will support MEP firms, architects, engineers, ESCOS, and LEED professionals by supplementing labor shortages and reducing costs through energy modeling, BIM, and code compliance services….
Matrix Announces the Successful Sale of BeWell Network, LLC
RICHMOND, Va. — Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, announces that it has advised BeWell Network, LLC (“BeWell” or the “Company”) on its successful sale to H.E.R. Management, LLC. BeWell is a residential and outpatient behavioral health provider focused on the treatment of substance use disorder….
iEmergent CEO Laird Nossuli named to MPA’s 2023 list of Elite Women in Mortgage
DES MOINES, Iowa — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, announced today that CEO Laird Nossuli has been named to Mortgage Professional America (MPA) magazine’s 2023 list of Elite Women in Mortgage….