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Financial and Insurance Services Press Releases

NCA Financial Planners Named a Forbes Best-in-State Wealth Advisor for the 2nd Consecutive Year

NCA Financial Planners Named a Forbes Best-in-State Wealth Advisor for the 2nd Consecutive Year

NCA Financial Planners, a financial planning firm that oversees $1.2 billion of client assets, announced on February 20th that the firm’s President and CEO, Kevin Myeroff, has been named to the Forbes Best-In-State Wealth Advisor list for the 2nd consecutive…

PaymentCloud CEO Shawn Silver Joins ETA's Payment Sales & Strategy Committee

PaymentCloud CEO Shawn Silver Joins ETA's Payment Sales & Strategy Committee

Shawn Silver, CEO of PaymentCloud, is the newest member serving on ETA’s Payment Sales & Strategy Committee. ETA outlines the responsibilities of this council as “a forum for discussion of effective business practices, operational issues, and developments in the industry that affect the…

NFL's Dolphins Players Tackle Real Estate Investing

NFL's Dolphins Players Tackle Real Estate Investing

A group of notable Miami Dolphins NFL players recently took part in a real estate investment seminar, learning invaluable investment strategies and skills that will help them manage wealth and diversify their earnings. The one-day workshop, taught by Anish Dave…

Zavvie Launches First National iBuyer Instant Offer Comparison Tool

Zavvie Launches First National iBuyer Instant Offer Comparison Tool

  zavvie, real estate's hyperlocal leader, announced it has launched a new tool nationwide to help consumers make more money by obtaining multiple offers from iBuyers, a new breed of company that makes instant cash offers for homes. Today, zavvie is introducing Offer Optimizer, the first…

Introducing Fifty58, the Epitome of Luxury Rental Living in the Heart of Paramus

Introducing Fifty58, the Epitome of Luxury Rental Living in the Heart of Paramus

Fifty58 is a brand new multi-family boutique rental building -- the first and only of its kind in Paramus. The property located at 58 East Midland Avenue holds a total of 45 units each with stunning variations for uniqueness and…

Snappy Kraken Integrates With Redtail

Snappy Kraken Integrates With Redtail

​​​​​​​​​​Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, announced its integration with Redtail Technology (“Redtail”), a leading provider of client relationship management (CRM) solutions for financial services firms.  “We know how important a…

Keiretsu Forum Mid-Atlantic's Fred Gumbinner to Speak at East Coast VentureCON

Keiretsu Forum Mid-Atlantic's Fred Gumbinner to Speak at East Coast VentureCON

Keiretsu Forum Mid-Atlantic’s Metro DC Chapter President, Fred Gumbinner will speak on a panel discussing the role of angel investors and business accelerators in today’s fast-paced startup ecosystem. The panel will be moderated by Esther Lee, former Secretary of Trade and…

Carr, Riggs & Ingram (CRI) Prepares for Anti-Money Laundering and Bank Secrecy Act Webinar

Carr, Riggs & Ingram (CRI) Prepares for Anti-Money Laundering and Bank Secrecy Act Webinar

Carr, Riggs & Ingram (CRI) has announced a complimentary webinar titled “Financial Institutions: Anti-Money Laundering (AML) & Bank Secrecy Act (BSA) Annual Update” that will feature CRI Partner Doug Mims. This webinar will be presented on April 10, 2019, at…

Tripalink, the Millennials Inspired Co-Living Start-Up, Launches With $5 Million in Funding

Tripalink, the Millennials Inspired Co-Living Start-Up, Launches With $5 Million in Funding

In March, Tripalink, a start-up focusing on building Co-living communities, raised $5 million in its Series A+ funding round, marking the second time completion of funding within six months. This funding round was led by Calin SJG Fund, L.P, with the…

Jeff Dervech of Dervech Real Estate Recognized as One of the 40 Under 40 Finalists in 2018

Jeff Dervech of Dervech Real Estate Recognized as One of the 40 Under 40 Finalists in 2018

​Breezin’ Magazine launched its second issue on October 24, 2018. The Entrepreneurial Edition featured a ‘Behind the Hustle’ look and view on event entertainment, entrepreneurship, and Tampa Bay business professionals. The magazine's most anticipated article highlighted its 2018 40 Under 40…

EXIT Realty Corp. International Announces Real Leadership Podcast: Ideas for the Real Estate Professional

EXIT Realty Corp. International Announces Real Leadership Podcast: Ideas for the Real Estate Professional

EXIT Realty Corp. International today announced the launch of “Real Leadership, ideas for the real estate professional,” a podcast hosted by real estate industry veteran, Bob McKinnon. Real Leadership provides a gathering place and forum for some of the top minds…

CNote Launches Wisdom Fund to Close Lending Gap for Women

CNote Launches Wisdom Fund to Close Lending Gap for Women

​​​​Women are the fastest-growing group of entrepreneurs in the U.S. Yet less than 5 percent of small business lending—only $1 in $23—goes to women. CNote aims to fix this disparity with the Wisdom Fund, a new impact investment opportunity launching…

Petersen International Further Expands With Important Hire

Petersen International Further Expands With Important Hire

Petersen International Underwriters is pleased to announce the hiring of Isaac Danziger as a Regional Vice President of the firm. Mr. Danziger was previously a Senior Account Executive of MetLife Insurance Company, and he is one of the country’s foremost executive…

Rosenthal Wealth Management Cites Long-Term Health Care as a Leading Personal Financial Blindspot

Rosenthal Wealth Management Cites Long-Term Health Care as a Leading Personal Financial Blindspot

​Routine annual personal financial reviews that many people are undertaking now in the year’s first quarter, oftentimes overlook a key financial need  -- long-term health care planning, according to Larry Rosenthal, a widely sought financial consultant and president of Rosenthal…

ATA RiskStation™ Now Available on Fusion Capital Management Turnkey Asset Management Platform

ATA RiskStation™ Now Available on Fusion Capital Management Turnkey Asset Management Platform

ATA RiskStation™, a comprehensive portfolio risk oversight technology for financial advisors and compliance professionals, and Fusion Capital Management, a premier advisor platform providing a turnkey asset management solution enabling advisors and institutions to optimally service their clients, announced today that…

Study Shows Drastic Increase in Adoption of TXT Messaging in the Payment Customer Experience Among Healthcare and Insurance Customers

Study Shows Drastic Increase in Adoption of TXT Messaging in the Payment Customer Experience Among Healthcare and Insurance Customers

Datatel Communications Inc., a leader in IVR Payments / Pay-By-Phone automation, releases data from a new study focusing on understanding the behavior of customers who pay bills using automated IVR Payment technology (Pay-By-Phone) and are providing customers with the option to receive a confirmation of payment…

Intercontinental Acquires Heartline Office Building in Portland, OR

Intercontinental Acquires Heartline Office Building in Portland, OR

​Boston based Intercontinental Real Estate Corporation (“Intercontinental”), a national real estate investment, development and management firm, announced the acquisition of the office and retail unit of the Heartline Condominium (the “Property”) on behalf of its managed fund “U.S. Real Estate…

Five Things Everyone Should Know Before Buying a House

Five Things Everyone Should Know Before Buying a House

Buying a home can be a confusing, stressful process. With so many homes on the market, it's only natural that a potential homeowner can get lost, overwhelmed and even buy the wrong home. That's why Three Best Rated® sat down with…

CrossleyShear Wealth Management's Evan Shear Recognized as an NFL Players Association Registered Financial Advisor

CrossleyShear Wealth Management's Evan Shear Recognized as an NFL Players Association Registered Financial Advisor

CrossleyShear Wealth Management (CrossleyShear), a team of financial planning and wealth management advisors, announced today that founding partner of the practice and branch manager for Raymond James, Evan Shear, has been formally recognized by the National Football League Players Association…

Compass Home Loans Adds to Its Growing Team

Compass Home Loans Adds to Its Growing Team

Compass Home Loans, LLC, a full-service, Hawaii-based mortgage banking company, continues to add members to its growing team. As the company approaches the five-year mark, Compass Home Loans has continually sought out seasoned mortgage professionals. Jon Whittington, the President of…

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