Category: Finance

Former Treasury Official Craig Phillips to Deliver Keynote at #NEXTDC19

ScoopCloud Newswire

WASHINGTON, D.C. /ScoopCloud/ — NEXT Mortgage Events, creator of NEXT women’s executive mortgage summit, and Housing Finance Strategies, a Washington, D.C. advisory firm founded by Faith Schwartz, today announced that former Treasury Department official, Craig Phillips, will deliver the keynote #NEXTDC19 on November 19, 2019 at Kimpton Hotel Monaco in Washington, D.C.

EPIC adds Benefits Consultant Dennis Park in Irvine CA

IRVINE, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Dennis Park has joined the firm as Vice President, Employee Benefits.

Bank of Southern California, N.A. Names Robby Piper Senior Managing Director

SAN DIEGO, Calif. /ScoopCloud/ — Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, is pleased to announce that Robby Piper has joined the company as Senior Managing Director, Business Banking. He will be responsible for expanding Bank of Southern California’s client base.

NotaryCam Anticipates 2019 Banner Year, Citing Growing Adoption of Remote Online Notary, Remote Online Closing

NEWPORT BEACH, Calif. /ScoopCloud/ — NotaryCam(R), creator of remote online notarization (RON), acknowledged leader in online notarization and original provider of patented mortgage eClosing solutions, today announced it is extending its 2018 record growth to another unprecedented performance in 2019. Following a nearly 140 percent 2018 increase in new users, NotaryCam surpassed 200,000 users in the first half of 2019, and is on pace to add 10,000 users monthly.

DocMagic and LendingPad Integrate for Easy, Compliant Document Preparation and eSigning

TORRANCE, Calif. /ScoopCloud/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that it has completed an integration with cloud-based loan origination system (LOS) provider LendingPad from WEI Technology LLC, offering its document preparation services directly from within the LendingPad environment.

EPIC adds New Benefits Consulting Team in Houston TX

HOUSTON, Texas /ScoopCloud/ — 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.

The Solaris Group, LLC Joins Klingenstein Fields

NEW YORK, N.Y. /ScoopCloud/ — 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.

Klingenstein Fields Wealth Advisors Acquires Assets of The Solaris Group LLC

NEW YORK, N.Y. /ScoopCloud/ — 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.

Homebot Aims to Improve Prequal-to-App Pull Through with Buyer Enhancements to Its Customer Engagement Platform

DENVER, Colo. /ScoopCloud/ — 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.

Texan Title Taps SafeWire by SafeChain to Provide Protection Against Wire Fraud

ScoopCloud Newswire

COLUMBUS, Ohio /ScoopCloud/ — 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.

Bank of Southern California NA Names Kamran Khosrovani Branch Managing Director

SAN DIEGO, Calif. /ScoopCloud/ — 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.

Fidelity National Financial Adds NotaryCam Remote Notarization Service to Online Closing Options

NEWPORT BEACH, Calif. /ScoopCloud/ — NotaryCam(R), the pioneering leader in online notarization and the original provider of mortgage eClosing solutions, today announced that Fidelity National Financial (FNF), will allow the use of NotaryCam to deliver remote online notarization (RON) and remote online closing (ROC) capabilities to FNF’s network of direct title and settlement operations, as well as its network of independent title agents.

Mary Grandy of EPIC Receives 2019 Joe Quigley Memorial Award

SACRAMENTO, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC Sacramento-based Vice President of Property & Casualty, Mary Grandy, was the 2019 recipient of the Joe Quigley Memorial Award, conferred annually by the Construction Financial Management Association (CFMA).

MQMR’s Marie O’Brien Named 2019 HousingWire Rising Star

LOS ANGELES, Calif. /ScoopCloud/ — Mortgage Quality Management and Research, LLC (MQMR) announced today that its Director of Compliance Marie O’Brien has been recognized by HousingWire magazine in its sixth annual HW Rising Star Awards program. O’Brien also serves as a Senior Associate in the Compliance Department of Abrams Garfinkel Margolis Bergson, LLP and as MQMR’s Associate General Counsel.

Kevin Ach of EPIC to Moderate Executive Afternoon Session on Loss Prevention and Asset Protection at NRF Protect

ANAHEIM, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Kevin Ach, Vice President of Risk Assurance for EPIC’s Integrated Risk Solutions Practice will moderate the Executive Afternoon session on loss prevention at the National Retail Foundation’s “NRF Protect” Conference, June 11 in Anaheim, Calif.

Command Investigations Recapitalizes to Continue Growth Trajectory

LAKE MARY, Fla. /ScoopCloud/ — Command Investigations (“Command”) and Monument MicroCap Partners, LLC (“Monument”) announce that they have completed a recapitalization transaction that will allow Command to venture into the next aspect of its growth phase and solidify itself as the premier investigative service provider in the United States.

Showbiz Shows a Better Way to Pay: Insurance Industry Alert issued by EraNova Institute

LOS ANGELES, Calif. /ScoopCloud/ — Today the EraNova Institute issued a business alert: “Showbiz shows a better way to pay.” EraNova’s Director and author of the report, Dick Samson, says, “For non-employees in entertainment and insurance, getting the money due you has often been a chore. Now, for the likes of Tom Hanks and Lady Gaga, it’s more of a breeze; and soon may be for everyone involved in insurance.”

Kraft Technology Group Achieves HIPAA Compliance with Compliancy Group

NASHVILLE, Tenn. /ScoopCloud/ — Kraft Technology Group, a Nashville-based managed IT service provider, is pleased to announce that we have achieved compliance with the federally mandated standards of the Health Insurance Portability and Accountability Act (HIPAA) through the use of Compliancy Group’s proprietary HIPAA methodology, The Guard(R) compliance tracking software, and HIPAA Seal of Compliance(R).

Radford Taylor Partners – Singapore’s Economic Outlook Gloomy

TAIPEI, Taiwan /ScoopCloud/ — The writing was on the wall for Singapore’s economy when the country’s non-oil exports extended their double-digit decline for the second straight month prompting renewed concern from Radford Taylor Partners analysts that GDP forecasts would be cut for 2019.

Strategic Benefits Advisors Taps Leslie Olds as Senior Benefits Consultant

ATLANTA, Ga. /ScoopCloud/ — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) has hired veteran retirement plans leader Leslie Olds for the role of senior benefits consultant. A retirement benefits consultant of 28 years, Olds will advise SBA’s plan sponsor clients on managing all aspects of their broad-based and executive retirement programs, including financing, design, implementation, administration and compliance.

Hurricane Season 2019 Kicks Off Earlier Than Expected: 5 Tips for Finding the Right Travel Insurance Plan

NEW YORK, N.Y. /ScoopCloud/ — The Atlantic Hurricane Season got off to an early start this year, with Subtropical Storm Andrea forming on May 20, marking the record fifth year in a row that the hurricane season arrived early. This, along with experts predicting an above average hurricane season, means that travelers could be facing an uphill battle, according to TravelInsurance.com, a leading online comparison site.