Account Recovery
JUNE 13, 2025
In a case that was defended by Jessica Klander and Nick Prola at Bassford Remele, a state court judge in North Dakota has granted a defendant’s motion for judgment on the pleadings in a Fair Debt Collection Practices Act case, ruling that its use of the Model Validation Notice entitled it to the safe harbors […]
UK debt collections
JUNE 13, 2025
Lambeth Council is currently owed £62.8 million in overdue invoices and debts – an increase of more than 12% on last year’s figures. This has led to fresh concerns over how the authority manages its finances and enforces debt collection. The figure are revealed in a report due presented to the Overview and Scrutiny Committee on 20th May, which paints a worrying picture of rising debt levels, outdated processes, and overburdened staff struggling to keep pace.
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Account Recovery
JUNE 13, 2025
EDITOR’S NOTE: This article is part of a series that is sponsored by WebRecon. WebRecon identifies serial plaintiffs lurking in your database BEFORE you contact them and expose yourself to a likely lawsuit. Protect your company from as many as one in three new consumer lawsuits by scrubbing your consumers through WebRecon first.
The Kaplan Group
JUNE 13, 2025
Key Insights Converting all vacant office space nationally could create about 1.25 million new apartments. 72.5% of U.S. cities saw office vacancy rates rise year-over-year. New York – Midtown alone could add 78,121 apartments from its empty offices , the highest of any city. A new study by The Kaplan Group analyzes office vacancy trends and the number of apartments that could be built if all empty offices were turned into homes across 91 major U.S. cities.
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
Account Recovery
JUNE 13, 2025
Suit Accuses Collector of Attempting to Collect Non-Existent Debt N.D.
Creditor Collections Today brings together the best content for creditors and collection professionals from the widest variety of industry thought leaders.
Account Recovery
JUNE 13, 2025
A growing number of leading finance organizations are pulling ahead of their peers by leveraging generative artificial intelligence to reshape how work gets done, according to new research released by The Hackett Group.
Money Marketing
JUNE 13, 2025
One of the defining characteristics of mergers and acquisitions (M&A) involving independent financial advisers (IFAs) is the human element. These are people-first businesses, where the individuals behind the firm are not just integral to operations but central to its appeal for investors. Successful IFA firms… The post Sunil Samani: The real asset in IFA M&A?
Account Recovery
JUNE 13, 2025
A District Court judge in Illinois has rejected a request by the Consumer Financial Protection Bureau to vacate a settlement reached with a mortgage lender after it was accused of racial discrimination, saying that doing so would open a “Pandora’s box” that he refuses to unlock.
Nerd Wallet
JUNE 13, 2025
Kimberly Palmer writes for NerdWallet. Email: kpalmer@nerdwallet.com. Twitter: @kimberlypalmer. The article Practical Ways to Tackle Overspending originally appeared on NerdWallet.
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 13, 2025
The House of Lords Financial Services Regulation Committee has called for sweeping reforms to the Financial Ombudsman Service (FOS), warning that its current role as a de facto regulator is undermining certainty, constraining growth and damaging the UK’s international competitiveness. In a report published today… The post Lords urge FOS reform to reduce regulatory uncertainty appeared first on Money Marketing.
Nerd Wallet
JUNE 13, 2025
Alieza Durana writes for NerdWallet. Email: adurana@nerdwallet.com. Pamela de la Fuente writes for NerdWallet. Email: pdelafuente@nerdwallet.com. The article How to Buy Treasury Bills: A Beginner’s Guide originally appeared on NerdWallet.
Fraser
JUNE 13, 2025
Supreme Court Eliminates Higher Burden for “Reverse Discrimination” Claims The U.S. Supreme Court unanimously ruled in Ames v. Ohio Department of Youth Services that employees claiming workplace discrimination face the same burden of proof regardless of whether they belong to a majority or minority group. The decision overturned the “background circumstances” rule that required straight employees and other majority group members to meet a higher standard when proving di
Nerd Wallet
JUNE 13, 2025
Kate Ashford, CSA® writes for NerdWallet. Email: kashford@nerdwallet.com. Twitter: @kateashford. The article Treasury Bills vs. High-Yield Savings Accounts originally appeared on NerdWallet.
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 13, 2025
Money Marketing’s Weekly Must-Reads: Top 10 Stories Catch up on this week’s essential headlines from the world of financial services, including the FCA’s plans to launch a private stock market to drive growth and fresh research revealing that fewer consumers are willing to pay for… The post Money Marketing Weekly Wrap-Up – 09 Jun to 13 Jun appeared first on Money Marketing.
Nerd Wallet
JUNE 13, 2025
Alieza Durana writes for NerdWallet. Email: adurana@nerdwallet.com. The article How to Calculate Treasury Bill Yields originally appeared on NerdWallet.
Money Marketing
JUNE 13, 2025
UK insurer The Exeter paid out £61m in claims across its health, income protection and life insurance products in 2024, according to its latest claims statistics. The mutual, which supports members during illness or injury, revealed it paid £41.8m in health insurance claims and £17.7m… The post The Exeter pays out £61m in protection claims in 2024 appeared first on Money Marketing.
Money Marketing
JUNE 13, 2025
If there was one clear takeaway from Money Marketing Interactive Leeds 2025, it was legacy — not just clients’ legacies, but the legacy of the whole financial advice sector. Of course, it was an event that incorporated all kinds of topics, from time-saving tech to… The post MMI Leeds 2025: Building the future, one adviser at a time appeared first on Money Marketing.
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 13, 2025
I wrote a freelance article for Protection Guru to mark Cancer Survivors Day earlier this month. The brief was to speak to people in the protection industry who have personal experience of cancer and the protection claims process. My first ports of call were industry… The post Weekend Essay: Communicating the protection message closer to home appeared first on Money Marketing.
Money Marketing
JUNE 13, 2025
Foster Denovo has launched a digital tool MyAdvicePlace (MAP) to make financial advice more accessible to people regardless of their income. As Foster Denovo explained: “Everyone, regardless of how much or how little money they have, can benefit from good financial advice.” MAP aims to… The post Foster Denovo launches tool to make advice more accessible appeared first on Money Marketing.
Money Marketing
JUNE 13, 2025
I am in the final few weeks of my tenure as CEO of Standard Life, a job that I never thought I would have the honour of holding, but which has kept me busy over the last five years. Since I announced my retirement, I… The post Andy Curran: Reflections of an imperfect CEO appeared first on Money Marketing.
Money Marketing
JUNE 13, 2025
In her Weekend Essay, Amanda Newman Smith reveals why even those working in financial services can overlook the value of protection insurance — and what this means for how the industry communicates the importance of cover. Listen now. The post Podcast: Communicating the protection message closer to home appeared first on Money Marketing.
Speaker: Cheryl J. Muldrew-McMurtry
Remote finance teams are rewriting how the back-office runs—and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats have become more than just “growing pains”. They’re now liabilities. The challenge isn’t just team distribution, but building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.
Money Marketing
JUNE 13, 2025
Anyone who has watched Lord Sugar’s aides tear into a contestant's business plan on The Apprentice may feel nervous about writing one themselves. In fact, some entrepreneurs influenced by the Lean Startup approach — popularised by American author Eric Ries — might question whether traditional… The post Do you need a business plan when starting an advice firm?
Money Marketing
JUNE 13, 2025
Good morning and welcome to your Morning Briefing for Friday 13 June 2025. To get this in your inbox every morning click here. Reflections of an imperfect CEO I am in the final few weeks of my tenure as CEO of Standard Life, a job… The post The Morning Briefing: Reflections of an imperfect CEO; Ninety One’s Sanlam Investments’ deal nears completion appeared first on Money Marketing.
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