American Profit Recovery
JUNE 9, 2025
If you’re a small business owner or leader lying awake at night and stressed out over those unpaid invoices, you are not alone. Your bookkeeper tells you your bank account is shrinking, and your cash flow continuously goes negative. For many small and mid-sized businesses, late payments are not just a minor inconvenience, they can be a slow bleed that affects areas from payroll to your Peace of Mind.
Account Recovery
JUNE 9, 2025
I’m thrilled to announce that Bedard Law Group is the new sponsor for the Compliance Digest. Bedard Law Group, P.C. – Compliance Support – Defense Litigation – Nationwide Complaint Management – Turnkey Speech Analytics. And Our New BLG360 Program – Your Low Monthly Retainer Compliance Solution. Visit www.bedardlawgroup.com, email John H.
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Money Marketing
JUNE 9, 2025
The Financial Conduct Authority (FCA) has collaborated with Nvidia to launch a “supercharged” sandbox to help firms experiment safely with artificial intelligence (AI) to support innovation. Financial services firms will have the opportunity to experiment with AI using Nvidia accelerated computing and Nvidia AI enterprise… The post FCA collaborates with Nvidia to launch AI sandbox appeared first on Money Marketing.
Account Recovery
JUNE 9, 2025
A District Court judge in Pennsylvania has dismissed a certified Fair Debt Collection Practices Act class-action, ruling the plaintiffs did not have standing after alleging the defendants misrepresented the balance that was owed when filing a proof-of-claim related to the plaintiff’s bankruptcy. The background: The case began in 2019 when the plaintiffs filed suit under the FDCPA against two debt collection companies, alleging that a proof of claim (POC) submitted in their Chapter 13 bankr
Speaker: Joe Wroblewski, Sales Engineer Manager
Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te
Money Marketing
JUNE 9, 2025
The level of assets in tailored model portfolio service (MPS) arrangements has hit 17% of total platform MPS assets under management, Platforum has revealed. In its latest UK wealth management report, the consultancy said platform MPS now amounts to 20% of wealth management market assets… The post Tailored MPS trend continues to gain momentum, Platforum finds appeared first on Money Marketing.
Creditor Collections Today brings together the best content for creditors and collection professionals from the widest variety of industry thought leaders.
Money Marketing
JUNE 9, 2025
The vast majority (86%) of financial advisers expect to increase their client base over the next 12 months. This is according to Dynamic Planner’s independent survey Advice 2025, which also found 72% of advice firms are serving more clients than they were a year ago… The post Advisers expect to increase their client base over next 12 months appeared first on Money Marketing.
Account Recovery
JUNE 9, 2025
Judge Dismisses FDCPA Class Action Battle Brews Over CFPB’s Future as Congress Targets Agency’s Funding GAO Report Flags Gaps in AI Oversight as Regulators Ramp Up Use in Financial Supervision Compliance Digest – June 9 WORTH NOTING: How much the average American would pay for a day of peace and quiet was a lot higher than I would have guessed … A handful of simple and cheap things to help your home use less energy … The best songs of 2025 so far … A personal finance expert deb
Money Marketing
JUNE 9, 2025
Royal London has appointed Setul Mehta as Take to Market Lead within its growing protection proposition team. Mehta brings extensive experience to the role, having held senior positions at AIG Life and The Openwork Partnership. Most recently, he founded SM Advice, a social media management… The post Setul Mehta joins Royal London protection team appeared first on Money Marketing.
Collections Law
JUNE 9, 2025
At the Law Offices of Alan M. Cohen & Associates LLC, our commercial collections lawyers understand how frustrating it can be when a debtor owes you money and seems to be dodging payment. In addition, if your debtor owes money to multiple creditors, you might feel like you are at the back of a long line. You might even feel like you will never see a dime.
Speaker: Victor C. Barnes, CPA, MBA
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
Money Marketing
JUNE 9, 2025
Shepherds Friendly has partnered with SimplyBiz in a move aimed at expanding its reach in the intermediary market. The deal will see the mutual’s income protection products added to SimplyBiz’s panel, giving thousands of advisers across the UK access to its Simply Income Protection plan.… The post Shepherds Friendly and SimplyBiz sign IP distribution deal appeared first on Money Marketing.
Nerd Wallet
JUNE 9, 2025
Ramsey Qubein writes for NerdWallet. Email: travel@nerdwallet.com. The article 9 Best Dubai Hotels to Book Using Points originally appeared on NerdWallet.
Money Marketing
JUNE 9, 2025
St James’s Place (SJP) recently hosted what is believed to be the largest-ever financial adviser careers day, attracting more than 2,000 students from across the UK. Delivered in partnership with Young Professionals, the virtual event marks a significant step forward in the industry’s efforts to… The post SJP holds landmark virtual careers day to inspire next generation of financial advisers appeared first on Money Marketing.
Cls Blue Sky
JUNE 9, 2025
In the debate over whether corporations should give priority to shareholder interests or stakeholder interests, among the thorniest issues is whether one approach creates more value for a company than the other. The challenge lies in the difficulty of assessing which stakeholder groups firms or managers favor. In a new study, we address that challenge by using machine learning to analyze managers’ statements from earnings calls, developing a time-varying measure of a firm’s shareholder or stakeh
Speaker: Kim Beynon, CPA, CGMA, PMP
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
Money Marketing
JUNE 9, 2025
Good morning and welcome to your Morning Briefing for Monday 9 June 2025. To get this in your inbox every morning click here. Network evolution Industry commentators have, repeatedly over the past few decades, suggested that the network model will become obsolete because of regulatory… The post The Morning Briefing: Network evolution; FCA collaborates with Nvidia appeared first on Money Marketing.
Account Recovery
JUNE 9, 2025
Congress isn’t waiting to see whether the Consumer Financial Protection Bureau will be allowed to fire most of its employees. A battle is underway over whether the agency will be able to afford to operate at all. Senate Republicans unveiled legislative text as part of their broader tax and spending package, and the proposal would eliminate the CFPB’s ability to receive funding from the Federal Reserve, which is the agency’s primary funding source, and instead require it to rely on annual appropr
Money Marketing
JUNE 9, 2025
If you’ve spent any time in financial services, you’ll know there are a few hardy perennials that bloom in the B2B press every few years. You know the sort: ‘The advice gap is widening,’ ‘Active management is back,’ and the most persistent of all, ‘Networks… The post Editor’s View: Evolve or expire – the challenge for networks appeared first on Money Marketing.
Cls Blue Sky
JUNE 9, 2025
The FTC and DOJ recently announced the first settlements of merger enforcement actions reached under the second Trump administration. These actions follow comments from leadership at the antitrust agencies expressing an openness to structural merger remedies, an important contrast to the prior administration’s refusal to negotiate remedies in most mergers.
Speaker: Alex Salazar, CEO & Co-Founder @ Arcade | Nate Barbettini, Founding Engineer @ Arcade | Tony Karrer, Founder & CTO @ Aggregage
There’s a lot of noise surrounding the ability of AI agents to connect to your tools, systems and data. But building an AI application into a reliable, secure workflow agent isn’t as simple as plugging in an API. As an engineering leader, it can be challenging to make sense of this evolving landscape, but agent tooling provides such high value that it’s critical we figure out how to move forward.
Money Marketing
JUNE 9, 2025
I remember learning about evolution in my GCSE biology class. One example that sticks out in my mind is that of the peppered moth. The species is native to the UK and other parts of the northern hemisphere and, in the 18th and 19th centuries,… The post Cover story: Financial advice networks are not dead appeared first on Money Marketing.
Money Marketing
JUNE 9, 2025
The Trump tariff announcements have once again reminded us just how quickly markets can turn. Volatility like this often triggers understandable anxiety among investors, and we’ve seen that in recent weeks. Many of our customers have been in touch, worried about their portfolios and questioning… The post Amanda Cassidy: Why targeted support is not a threat to advice appeared first on Money Marketing.
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