Recent Headlines
Within Financial Services
AIM Consulting Opens New Office in Chicago
AIM Consulting, a national leader in technology solutions and services, is planting roots in the Chicago area with the expansion of a new office located at 125 Wacker Ave, Chicago, IL 60606. As part of Addison Group, AIM Consulting has been growing a presence in the Chicago market for some time. A... - January 07, 2020 - AIM Consulting
Industry Leader Robert J. Hilb Joins The Plexus Groupe
The Plexus Groupe is pleased to announce the addition of Robert J. Hilb as Chief Partnership Officer. In this role, Hilb will be focusing on acquisitions and strategic partnerships to grow The Plexus Groupe’s brand and national footprint. Founder and CEO Walter R. Fawcett, III commented,... - January 07, 2020 - The Plexus Groupe
Telr Announces Funding and CEO Appointment
Award-winning Dubai-based payment gateway firm hires new CEO amid major growth plans. Existing investors reassert confidence through second capital injection. - January 06, 2020 - Telr
Ahorros Latinos, a División of California Pacific Bank, is Launching New Interest Rates Under the Federal Economic Recovery Program
The special interest rates are for savings accounts, certificates of deposits and money market accounts. - January 05, 2020 - Ahorros Latinos
2019 Long-Term Care Insurance Applicant Decline Rates Reported by Association
The final report on 2019 applicant decline rates was released by the American Association for Long-Term Care Insurance. - January 05, 2020 - American Association for Long-Term Care Insurance
CENSON® Care Trials Hospital at Home Care
Over 20 years ago, the first randomized controlled trial comparing acute care at home versus treatment in an acute care hospital found no major outcome differences for their conditions, with most patients and caregivers preferring home hospital care. - January 02, 2020 - CENSON Health
Medicare Supplement Insurance Association's Summit Nears Exhibit Hall Sell-Out
The American Association for Medicare Supplement Insurance reports near sell-out for May 2020 national industry conference. Increasing from 85 to 124 booth spaces just to keep pace with industry growth. - January 02, 2020 - American Association for Medicare Supplement Insurance
POWERS Insurance & Risk Management Hires New Manager
Growing insurance agency adds Kathy Pallarito to its team. - December 31, 2019 - POWERS Insurance & Risk Management
AIM Consulting Receives 2019 Best of Bellevue Award
AIM Consulting has been selected for the 2019 Best of Bellevue Award in the Local Business category by the Bellevue Award Program. Each year, the Bellevue Award Program identifies companies that they believe have achieved exceptional marketing success in their local community and business category. - December 30, 2019 - AIM Consulting
The Palm Beach Hedge Fund Association Announces a Partnership with the Palm Beach Symphony
The Palm Beach Hedge Fund Association (PBHFA.org) and the Palm Beach Symphony have announced a partnership, creating opportunities for members to experience one of South Florida’s major cultural institutions during this landmark season that has seen record-breaking ticket sales and unprecedented donor enthusiasm and support. - December 29, 2019 - Palm Beach Hedge Fund Association
RoboMarkets Launches Mobile Version of R Trader
RoboMarkets, a European investment company that provides financial services to clients from many European Union countries, announces a mobile version of R Trader, the Company’s proprietary web platform. RoboMarkets released the terminal’s mobile version due to the key demand for it on... - December 28, 2019 - RoboMarkets
Business Insurance Brokers Explain What Equipment Breakdown Insurance Covers
MFE, a business insurance broker, recently created a blog that explains "what does equipment breakdown insurance cover." If your business requires any kind of mechanical gear to operate, this type of insurance is essential to protecting your investments. Equipment breakdown insurance is... - December 28, 2019 - MFE Insurance
Grant Barra, Managing Partner and CEO of Barra & Associates LLC Recently Announced Plans to Move Its Corporate Office to Schaumburg, IL
Grant Barra, Managing Partner and CEO of Barra & Associates LLC recently announced plans to move its corporate office to Schaumburg, IL in January of 2020. The new office will be north of its current location in Itasca, IL. For Barra & Associates, an Insurance and Financial Services firm... - December 27, 2019 - Barra & Associates, LLC
American First National Bank Opens Henderson, Nevada Office
Well known community bank American First National Bank expands its operations to include Henderson, NV. This will allow the Asian-American bank to expand the banking and lending services offered to the communities of Henderson and Boulder City. Branch Management looks forward to volunteering in the community, working closely with the Henderson Chamber of Commerce, and developing and expanding business and consumer relationships. - December 27, 2019 - American First National Bank
Celebrity Guru Thomas Chappell Presents ARIDO Multi Billion Dollar Collection During Golden Globes 2020
ARIDO, a closely guarded secret, the world's most exclusive fine art jewels created with the highest quality gems. - December 26, 2019 - ARIDO Jewelry
Back-Office Accounting Firm Adds CPA to the Team
Suzanne Slatkin, CPA Named Client Relationship Manager for TAG in La Jolla, California. - December 26, 2019 - TAG
TAG Announces Promotion and Expanded Office Location
Rikki McVay Named Client Relationship Manager to Oversee Eastern Region Office Location in Mississippi. - December 26, 2019 - TAG
GCP Fund Provides Asset-Based Lending to Help Businesses Meet Their Immediate Short-Term Financing Needs
Many businesses have managed to stay afloat using the asset-based financing solutions provided by GCP Fund. - December 25, 2019 - GCP Fund
Ahorros Latinos and the Unión Nacional de Trabajadores of Mexico Have Just Signed an Agreement
Ahorros Latinos will be managing a retirement fund for each Mexican worker belonging to the union. In which, Ahorros Latinos (www.ahorroslatinos.com, subsidiary of California Pacific Bank) will be managing a retirement fund for each Mexican worker belonging to the union. Founded in 1997, it is... - December 23, 2019 - Ahorros Latinos
1 Year After Historic Shutdown, Balanced Bridge Continues to Offer Government Contract Advances
In light of the 1-year anniversary of the 2018 federal government shutdown, Balanced Bridge Funding wants to remind companies and independent contractors with federal government contracts that they offer financing on their pending payments. - December 22, 2019 - Balanced Bridge Funding
Half of Older Long-Term Care Insurance Applicants Declined, Reports Association
Nearly half of individuals who apply for long-term care insurance after age 70 are declined, according to preliminary 2019 findings of the American Association for Long-Term Care Insurance. - December 22, 2019 - American Association for Long-Term Care Insurance
Remote Patient Monitoring from CENSON Care Improves Treatment Decisions
Medical evidence and clinical guidelines published over the last decade have shown the importance of 24-hour remote patient monitoring as the reference standard, alongside self-measured blood pressure monitoring (SMBP) as an acceptable alternative for obtaining Blood Pressure to diagnose and treat... - December 22, 2019 - CENSON Health
Consumer Traffic to Medicare Supplement Insurance Association Website Grows
The American Association for Medicare Supplement Insurance reports double digit growth in traffic to the organization's website which features the national Find A Medicare Insurance Agent online directory. - December 21, 2019 - American Association for Medicare Supplement Insurance
Most Long-Term Care Insurance Buyers Between 50 and 69, Reports Association
The vast majority of new buyers of a long-term care insurance policy are between ages 50 and 69, according to the American Association for Long-Term Care Insurance's report to insurance agents. - December 20, 2019 - American Association for Long-Term Care Insurance
Doeren Mayhew Acquires Thrasher & Associates, Expands Houston Tax Group
Michigan-based firm Doeren Mayhew continues to grow its footprint in Houston with the acquisition of Thrasher & Associates. The acquired firm and its employees will begin operating under the Doeren Mayhew name effective immediately. “It’s an exciting time for our firm as we... - December 20, 2019 - Doeren Mayhew
FACTON Releases Its New Software Solution EPC Business Case Simulator
Users simulate manufacturing costs and capture the effects on key performance indicators in real time - December 19, 2019 - FACTON
Melissa Levin Insurance Reveals What Medicare-for-All Won't Cover
Medicare for All has become a huge talking point for the 2020 presidential candidates. But don't let the name fool you; not everything is covered. Long Term Care is a type of insurance that is essential given the rise in healthcare costs. Set up a free consultation with Melissa to discover your options regarding long term care. - December 19, 2019 - Melissa Levin Insurance
Doeren Mayhew Named Among Forbes’ Most Recommended Tax Firms
Doeren Mayhew, a nationally recognized CPA and advisory firm, has been named as one of Forbes’ most recommended tax firms in the United States. Compiled by Forbes in partnership with market research company Statista, the list was created from nearly 2,000 survey responses from CPAs, enrolled... - December 19, 2019 - Doeren Mayhew
Quadia Invests in LOOP
Swiss Impact Investing Company Quadia Invest in LOOP - December 19, 2019 - Quadia
Digital Capital Advisors Announces the Hire of Brian Molesky
Digital Capital Advisors (“DCA”) is pleased to announce the addition of Brian Molesky as an Associate. Brian will be based in the firm’s New York City headquarters and further expand its cross-border TMT transaction capabilities. - December 19, 2019 - DCA
Insurance Navy Brokers Share Driving Tips for Congested Roads
A recent study found that nearly one-third of people admit to driving more aggressively during the Christmas season. Insurance Navy urges people to drive cautiously and shares the following safe driving tips. “December is a time of high stress,” said Insurance Navy’s President... - December 18, 2019 - Insurance Navy
Doeren Mayhew Expands Houston Presence via Acquisition of Evans & Chastain LLC
Doeren Mayhew, a global certified public accounting and advisory firm with locations in Texas, Michigan, Florida, North Carolina, Switzerland and England, has completed its acquisition of Evans & Chastain, LLC, a Houston-based accounting firm. The acquired firm will begin operating under the... - December 18, 2019 - Doeren Mayhew
SAN Group Welcomes Nick Blatchley to New York Field Team
The leading network of independent agencies in the Northeast has added Blatchley as Agency Development Field Specialist. - December 18, 2019 - SAN Group
RoboMarkets Receives Best Trading Execution Award at Professional Trader Awards 2019 in London
RoboMarkets, a European company and a prominent provider of investment services on global financial markets, is pleased to announce the reception of the Best Trading Execution award at the prestigious Professional Trader Awards 2019. Winners in different nominations were decided by the poll... - December 18, 2019 - RoboMarkets
Arken.legal (UK) Ltd Makes Private Client Sector Up to 50% More Productive with New Digital Fact Find Tool: Arken Acquire
New efficiency tool sends a link to your clients to capture information prior to interview; Seamless transfer of data straight into Arken Professional; Significantly reduces data capture time; Allocate the most appropriate resource to the requirement; Effective lead generation tool; Available with an Arken Professional or Arken Enterprise plan. - December 15, 2019 - Arken.legal
InsuredMine Inc.: Free Webinar - Automate Customer Engagement
Upcoming webinar on December 18, 2019 addresses how Independent Insurance Agents can automate part of their Customer Engagement with a series of email drips, text messages at different stages of the customer journey. - December 15, 2019 - InsuredMine
SterlingRisk Launches Sterling A&E
Beazley to Serve as Insurer Partner for New Architects and Engineers Professional Liability Insurance Program. - December 15, 2019 - SterlingRisk Insurance
Eltropy Takes Florida Credit Union Live to Enhance Communication During the Mortgage Origination Process
FCU - One of the Largest Credit Unions in Florida with $1B+ Assets - December 15, 2019 - Eltropy
iPlanRx Announces CESA 7 from Green Bay, WI as the 2019 H.E.R.O. Award Recipient; the H.E.R.O. Award Recognizes Outstanding Achievement in Reducing Health Insurance Costs
iPlanRx, a company located in Green Bay WI, today announced the 2019 H.E.R.O. award recipient as CESA 7. The H.E.R.O. award stands for Health Expenses Returned to Operations and recognizes organizations that have proactively addressed the rising costs of healthcare with innovation to not only... - December 14, 2019 - iPlanRx
TAG Bill Pay Named Finalist for PAM Awards 2020
Recognizing top service providers in the private asset management space - December 13, 2019 - TAG
Miami/Memphis Advisory Groups Announce Merger
MAS Advisors, LLC, a Miami investment advisory firm, has announced the completion of the merger of the business and operations of Memphis-based Wealth Strategies Group, Inc. (WSG), which will operate as a Division of MAS Advisors. WSG will be led by Charles Auerbach, who has deep experience in the... - December 13, 2019 - MAS Advisors, LLC
Domani Wealth Acquires Local Advisory Firm
As of Friday, Dec. 6, Domani Wealth has completed the acquisition of EHD Advisory Services. EHD Advisory Services was founded in 2003 and was previously affiliated with EHD Insurance, a Lancaster-based company. A Registered Investment Advisor, the firm provided wealth management and financial... - December 13, 2019 - Domani Wealth
PHM International, Inc. Enters Joint Venture
Targeting International Expansion, Executive Experience Sharing and Trade Missions, PHM International and Sharp 10 Group, LLC Form JV - December 13, 2019 - PHM International, Inc.
DataPath, Inc. Whitepaper Reveals Survey Findings of Employee Familiarity of HSA and FSA Benefits
DataPath, Inc., a leading developer of technology solutions for employer-sponsored benefits administration, announced today the release of a whitepaper titled, “Addressing Education Gaps is Key to TPA Growth.” In the whitepaper, DataPath summarizes findings from a survey they conducted... - December 12, 2019 - DataPath
AmericaTowne Announces Start of Partnership
AmericaTowne Starts Partnership with the National Government of the Republic of Kenya and eighteen County Governments. - December 12, 2019 - AmericaTowne, Inc.
Lamine Zarrad of Joust Accepted Into Forbes Finance Council
Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms. - December 12, 2019 - Joust
Justice Tax, LLC is Proud to Partner with the Owner-Operator Independent Drivers Association (OOIDA)
Justice Tax, LLC is proud to partner with the Owner-Operator Independent Drivers Association (OOIDA) to provide tax relief for drivers. - December 12, 2019 - Justice Tax, LLC
Cinderella Target Value Zones Inc.: Shareholder Update
Cinderella Target Value Zones Inc. (OTC Pink: CTVZ) (“The Company”) is pleased to announce the following shareholder update regarding recent material events and corporate actions. - December 11, 2019 - Cinderella Target Value Zones Inc.
Ahorros Latinos Expands Palm Beach Team
Ahorros Latinos, www.ahorroslatinos.com, the Latin America Financial Division of California Pacific Bank, today announced that Karen Chamorro has joined the firm's Palm Beach office as a senior vice president and relationship manager. - December 11, 2019 - Ahorros Latinos
Elek & Noss CPAs Announce the Hiring of New Supervisor
Jeffery Janosik, CPA, recently joined the team of Elek and Noss CPAs as the new Supervisor. - December 11, 2019 - Elek & Noss LLC