Thu.Jun 12, 2025

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Judge Grants MSJ for Defendant in FDCPA, TCPA Case Over Texts, Calls to Wrong Number

Account Recovery

A District Court judge in Texas has granted a motion for summary judgment filed by the defendants in a Fair Debt Collection Practices Act and Telephone Consumer Protection Act case, ruling that three text messages and three phone calls over the span of eight weeks were not harassing even though the attempts were intended for someone else, and even a least sophisticated consumer would not have been confused because the messages referenced someone with a different name than the plaintiff’s.

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Task Automation for eSignatures, Documents, and Payments

PDC Flow

How much of your staff’s time is spent doing repetitive tasks to manage customer signatures and payments? Task automation streamlines day-to-day responsibilities so teams can devote their time to more important issues. Task automations are a lifesaver when your office needs to: Manage complex contract workflows across departments Monitor payments for deal stages or reconciliation Send many messages to many customers Before you can improve your business process automation , it’s important to unde

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DFPI Flags Uptick in Debt Collection Complaints, Tightens Oversight

Account Recovery

In a report that was first publicized by ACA International, the California Department of Financial Protection and Innovation has released its 2024 annual report detailing activities under the California Consumer Financial Protection Law (CCFPL), and debt collectors remain a top target. Of the 2,388 consumer complaints filed under the CCFPL last year, 31% were related to debt collection, second only to crypto assets.

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How Much Does Obamacare Insurance Cost?

Nerd Wallet

Alex Rosenberg writes for NerdWallet. Email: arosenberg@nerdwallet.com. The article How Much Does Obamacare Insurance Cost? originally appeared on NerdWallet.

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Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future

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

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Getting to Know Sam Edens of Security Credit Services

Account Recovery

I am thrilled to announce that the Getting to Know series will be sponsored by TEC Services Group in 2024. TEC Services Group is the leading technology and professional services firm in the credit collections industry offering both leading industry solutions along with unrivaled, unbiased, and experienced support. TEC is now extending its services by offering proven, industry-leading technology solutions alongside of our Professional Services to help Clients feel confident in their technology de

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AI is Surging, But Legacy Systems Are Holding Healthcare Providers Back

Account Recovery

A new global report reveals the digital divide complicating healthcare’s tech evolution. SOTI’s newly released report — “Healthcare’s Digital Dilemma: Calculated Risks and Hidden Challenges Exposed” — surveyed 1,750 IT leaders across 11 countries, including 200 from the U.S., and paints a picture of a healthcare sector rapidly adopting AI but struggling to shed its outdated systems.

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The Morning Briefing: Fewer consumers willing to pay for advice; A guide eases the wealth journey

Money Marketing

Good morning and welcome to your Morning Briefing for Thursday 12 June 2025. To get this in your inbox every morning click here. Fewer consumers willing to pay for advice Consumers are increasingly turning away from traditional financial advice in favour of alternative sources of… The post The Morning Briefing: Fewer consumers willing to pay for advice; A guide eases the wealth journey appeared first on Money Marketing.

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Daily Digest – June 12. Getting to Know Sam Edens of Security Credit Services; Judge Grants MSJ for Defendant in FDCPA, TCPA Case Over Texts, Calls to Wrong Number

Account Recovery

Getting to Know Sam Edens of Security Credit Services Judge Grants MSJ for Defendant in FDCPA, TCPA Case Over Texts, Calls to Wrong Number DFPI Flags Uptick in Debt Collection Complaints, Tightens Oversight AI is Surging, But Legacy Systems Are Holding Healthcare Providers Back WORTH NOTING: The surprising trickle-down effects of being someone who carries a lot of negativity around with them … Why you may want to think twice before clicking on an unsubscribe link … Adding hot pepper

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Fewer consumers willing to pay for advice, study finds

Money Marketing

Consumers are increasingly turning away from traditional financial advice in favour of alternative sources of support, according to new research from Boring Money. The Advice Report 2025, published today (12 June), shows just 39% of non-advised investors and cash-only savers with at least £10,000 are… The post Fewer consumers willing to pay for advice, study finds appeared first on Money Marketing.

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Your Accounting Expertise Will Only Get You So Far: What Really Matters

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.

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Miraval Arizona Resort: A Wellness Escape in the Desert

Nerd Wallet

Tiffani Sherman writes for NerdWallet. Email: articles@nerdwallet.com. The article Miraval Arizona Resort: A Wellness Escape in the Desert originally appeared on NerdWallet.

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UK GDP slips 0.3% in April: industry reaction

Money Marketing

The UK economy shrank by 0.3% in April, with the services sector and a steep drop in exports weighing heavily on growth and fuelling renewed anxiety across the financial sector. The contraction – deeper than economists’ consensus expectations of a 0.1% fall – was driven… The post UK GDP slips 0.3% in April: industry reaction appeared first on Money Marketing.

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How Poor Data Security Policies Lead to Regulatory Fines & Lawsuits 

Jimerson Firm

In a digital-first economy, data has come to be regarded as a valuable asset for any business. But that valuable data can quickly become a liability. In fact, the number of hacked accounts surged by 800% in 2024, reaching 5.5 billion — or 180 accounts every second. [1] For most businesses, gathering sensitive data is integral to their business cycle, from customer onboarding to payment to management of their people.

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Leader: Legacy platforms must evolve or risk becoming irrelevant

Money Marketing

Change is the only constant, as the old adage goes. While often uncomfortable, it drives progress. In financial services, adaptability is fast becoming the dividing line between firms that thrive and those that fall behind. This is especially true in the adviser platform market, where… The post Leader: Legacy platforms must evolve or risk becoming irrelevant appeared first on Money Marketing.

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How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies

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.

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Federal student loan interest rates just fell for the first time in 5 years—here’s what borrowers will pay on new loans

Collection Industry News

Students and families borrowing money for college will get a slight reprieve for the upcoming school year. The interest rate for undergraduate federal student loans disbursed between July 1, 2025 and June 30, 2026 will be 6.39%, down from 6.53% for the 2024-25 school year, the Department of Education announced on May 30. Graduate loans will come with a 7.94% rate and Parent Plus loans will have an 8.94% interest rate, both lower than the prior year.

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Michael Edwards: The quiet revolution reshaping the tax landscape

Money Marketing

There’s no question that the tax landscape is increasingly complex. Tax-efficient strategies can quite easily stray into evasion territory if people aren't properly supported. Step by step, HMRC has been acting to stem the loss of tax receipts because people are not paying the correct… The post Michael Edwards: The quiet revolution reshaping the tax landscape appeared first on Money Marketing.

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Yet Another Potential Economic Shock to Emerging Economies

Cls Blue Sky

Tariffs have been front-page news for the last few months, virtually since the moment that the Trump Administration came into office. Along with this news has come considerable commentary on the impact the tariffs may have on the U.S. and the global economy and relations between the U.S. and important trading partners such as China, Canada, Mexico, and the European Union (EU).

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Victoria Ross: The wealth journey is more achievable with a guide

Money Marketing

Last year I made the decision to attempt the trek to Everest Base Camp. As a passionate long-distance runner and mountain hiker, I expected the two-week adventure to 5,400 metres to be relatively straight forward. So, it really took me by surprise that it was… The post Victoria Ross: The wealth journey is more achievable with a guide appeared first on Money Marketing.

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Agent Tooling: Connecting AI to Your Tools, Systems & Data

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.

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Ninety One to complete transfer of Sanlam Investments’ active asset management business

Money Marketing

Ninety One is expected to complete the transfer of Sanlam Investments UK Limited's active asset management business next week. This comes following the previous announcements about the deal in November 2024 and March this year. Ninety One UK will be the primary active asset manager… The post Ninety One to complete transfer of Sanlam Investments’ active asset management business appeared first on Money Marketing.

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