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The National Association of Mortgage Brokers welcomes new executive board of directors and sets agenda for 2023 as the institution celebrates 50 years of operations

November 01, 2022Organization sets legislative agenda, announces professional development program with Freddie Mac, plans mentoring initiatives for young professio​nals, and offers new development tools for membership

Katie Brewer, CFP® has been named as one of D Magazine’s “2022 Best Financial Planners in Dallas”

October 31, 2022Katie Brewer, CFP® has been named as one of D Magazine’s “2022 Best Financial Planners in Dallas” for the eigth year in a row. Katie Brewer is the owner of Your Richest Life, a fee-only financial planning...

Merriman Wealth Management Named One of America’s Top RIA Firms by Forbes & Shook Research

Merriman Wealth Management Named One of America’s Top RIA Firms by Forbes & Shook ResearchOctober 29, 2022Merriman has been named within the Top 50 RIA Firms of the Forbes/SHOOK Research list landing at #46 and is one of only three...

‘How to finance a backyard auxiliary dwelling unit,’ tips from the Paso Robles home lender

‘How to finance a backyard auxiliary dwelling unit,’ tips from the Paso Robles home lenderOctober 29, 2022Changes to California local and state laws have opened the door for homeowners to build auxiliary dwelling units (ADU) in...

ICRA rating LLC UAE helps Zambia real estate company secure a loan of $1.12M

October 29, 2022Credit ratings are assigned after analyzing various factors about the company, such as asset quality, capitaliz​ation, and earnings. Similarly, the recent ratings by ICRA Rating LLC UAE have helped the real estate...

HashCash Offers Blockchain Enterprise Solutions to a Major Real Estate Conglomerate in South-East Asia

HashCash Offers Blockchain Enterprise Solutions to a Major Real Estate Conglomerate in South-East AsiaOctober 27, 2022The US blockchain development company extends its domain expertise to a major South East Asian enterprise- building Real...

Neighborhood Credit Union Celebrates Ribbon Cutting at Oak Cliff Branch

Neighborhood Credit Union Celebrates Ribbon Cutting at Oak Cliff BranchOctober 27, 2022The new location is near the site of its former headquarters in the Oak Cliff neighborh​ood.

JetStream Federal Credit Union CEO To Discuss Underbanked Populations At National Conference

JetStream Federal Credit Union CEO To Discuss Underbanked Populations At National ConferenceOctober 27, 2022Jeanne Kucey Will Speak To Industry Leaders At NCUA Conference On November 3, 2022

Novogradac Promotes 11 Managers Across Country to Principal

October 27, 2022New Principals Grow Leadership Team at Novogradac

The Mortgage Calculator Launches New Company and New Website

October 26, 2022The Mortgage Calculator announces the launch of new entity Mortgage Calculator Company LLC as a digital mortgage lender.

Splitero Expands its Innovative Financial Services Offering into Colorado and Washington

Splitero Expands its Innovative Financial Services Offering into Colorado and WashingtonOctober 25, 2022Company broadens its financial services footprint giving more homeowners better options to access their home equity.

Aprio Announces Firm Foundation Rebrand, Changes Name to Firm Alliance

Aprio Announces Firm Foundation Rebrand, Changes Name to Firm AllianceOctober 25, 2022Aprio's Firm Alliance provides vital resources to small and mid-sized CPA firms to scale their business and enhance their...

Christian Community Credit Union Partners with DoubleCheck Solutions to Provide Members a Resource for Insufficient Funds

Christian Community Credit Union Partners with DoubleCheck Solutions to Provide Members a Resource for Insufficient FundsOctober 25, 2022Christian Community Credit Union (CCCU) has partnered with DoubleCheck Solutions, giving members transparency and control to...

SAFE Credit Union Employees Help Numerous Nonprofits During a Month of Service

October 24, 2022Many of SAFE Credit Union's 750 employees participated in a wide range of volunteer activities around the Greater Sacramento region. They helped sort and distribute food at food banks, painted rec centers, put...

Leading Wall Street Event Intelligence Company Aiera Launches Live Audio Controls on Mobile App for this Earnings Season

October 24, 2022The revamped mobile experience now allows investment professio​nals to pause, rewind, and adjust playback speed during live earnings and other investor events, such as conference presentat​ions, shareholder meetings,...

Ron Harris, CEO of Financial Literacy Group, is Introducing Hybrid Financial Arbitrage at the 2022 NMSDC 50th Anniversary Conference & Exchange

October 24, 2022Financial Literacy Group is Introducing Hybrid Financial Arbitrage, at the 2022 NMSDC 50th Anniversary Conference & Exchange, October 29 thru November 2, 2022. This solution allows any consumer or business owner...

LemonadeLXP Selected to Pitch at VentureTech, the premier fintech showcase event for the entire credit union industry.

October 23, 2022LemonadeLXP, the digital growth platform for financial institutions and fintechs, has been selected to pitch at VentureTech, the premier fintech showcase event for the entire credit union industry.

Rare Ocean Front Home Hits The Market in Santa Barbara, California

Rare Ocean Front Home Hits The Market in Santa Barbara, CaliforniaOctober 21, 2022Ocean front home in Santa Barbara, California hits the market for the first time in 25 years for just under $11 million.

Fintech Startup Athlete+® is Launching Banking for Athletes

Fintech Startup Athlete+® is Launching Banking for AthletesOctober 20, 2022Fintech Startup Athlete+® is Launching Banking for Athletes. Athlete+, the financial fitness company, is on a mission to...

Lending Expert Advises Knowing Your Purchasing Power Before Going Green

October 20, 2022Specialized loans and other programs can mitigate costs such as backup batteries for solar systems and down payments for electric cars, says SAFE CU Assistant Vice President of Consumer Lending Lawrence Lomeli.

Long-term Industry Executive Joins Fintech Firm to Address the Convergence of Wealth and Retirement

Long-term Industry Executive Joins Fintech Firm to Address the Convergence of Wealth and RetirementOctober 20, 2022WealthTech Industry leader joins ProNvest bringing over 30 years of experience

Jeff Chernoff Is NAIFA’s 2022 Young Advisor Team Leader of the Year

October 20, 2022The Tampa, FL, financial professional is recognized for his business success, industry support, community contribut​ions, and local, state, and national NAIFA leadership.

BenElevate announces upgraded website, tools to facilitate student loan management

BenElevate announces upgraded website, tools to facilitate student loan managementOctober 19, 2022Fintech startup focused on the student loan crisis updates offerings to support individual borrowers and their employers...

Intelligent.com Survey Finds 1 in 3 Parents Used Their Kids’ College Fund for Medical Payments, Gambling, or Other Purposes

October 19, 2022Although 98 percent of parents want their kids to attend college, many are falling behind on maintaining or starting a college fund

Oakbrook: Timothy Buhler Promoted to Chief Revenue Officer

Oakbrook: Timothy Buhler Promoted to Chief Revenue OfficerOctober 19, 2022Industry Veteran to Head Sales at Oakbrook

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