Account Recovery

JUNE 10, 2025

The Court of Appeals for the Eleventh Circuit has affirmed the dismissal of a Fair Credit Reporting Act lawsuit that claimed a credit reporting agency was publishing inaccurate information about the plaintiffs, ruling that differentiating between the victim of a fraud and the perpetrator of that fraud is not always as easy as it sounds. The background: The plaintiffs opened a joint checking account with Bank of America and later became involved in what they described as an employment scam.

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Nexa Collect

JUNE 10, 2025

Telehealth and virtual care have dramatically reshaped healthcare delivery, providing accessible, efficient, and patient-friendly alternatives to traditional in-person visits. Yet, telemedicine brings unique billing and debt collection challenges, requiring tailored strategies distinct from conventional medical billing. Telehealth providers should partner with a collection agency that is HIPAA-compliant, highly rated, licensed in all 50 states, and experienced in medical collections.

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Account Recovery

JUNE 10, 2025

The Oregon legislature has passed a bill banning medical debt credit reporting, and while it explicitly applies to credit cards issued under plans offered specifically for the payment of medical services, it does not address mixed-use credit products. Driving the news: The Oregon Senate yesterday voted 18-12 to pass Senate Bill 605, which would prevent medical debt from appearing on consumer credit reports.

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UK debt collections

JUNE 10, 2025

The UK Insolvency Service has appointed its first crypto intelligence specialist to help with enforcement recover crypto from bankruptcy, civil and criminal cases. Andrew Small, a former police investigator with a background in economic crime, will lead efforts in enforcement to trace and reclaim crypto assets that haven’t been accounted for in those proceedings, according to a June 9 statement from the Insolvency Service.

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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 10, 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. Want to learn more? Call (855) WEB-RECON or email admin@webrecon.net today!

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Account Recovery

JUNE 10, 2025

The Consumer Financial Protection Bureau filed a motion yesterday to vacate the stay and proceed with a lawsuit it had filed against a student loan debt relief operation that was accused of charging consumers millions of dollars in upfront fees in violation of federal law. The lawsuit was paused when the leadership of the Bureau changed in February, but now the Bureau has decided to move forward.

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Nerd Wallet

JUNE 10, 2025

Randa Kriss writes for NerdWallet. Email: rkriss@nerdwallet.com. The article Should You Get an Online Business Loan or a Bank Loan? originally appeared on NerdWallet.

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Money Marketing

JUNE 10, 2025

Intelliflo has announced the launch of two new propositions to the adviser community available through Intelliflo Office: Intelliflo IQ and Intelliflo video. The solutions, which were launched at Intelliflo’s annual adviser conference today (10 June), are designed to drive efficiencies, unlock the power of data… The post Intelliflo launches two new solutions to help ‘drive adviser efficiencies’ appeared first on Money Marketing.

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Nerd Wallet

JUNE 10, 2025

Kate Ashford, CSA® writes for NerdWallet. Email: kashford@nerdwallet.com. Twitter: @kateashford. The article Where to Park Cash if You’re Worried about the Stock Market originally appeared on NerdWallet.

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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 10, 2025

Good morning and welcome to your Morning Briefing for Tuesday 10 June 2025. To get this in your inbox every morning click here. Tailored MPS gains momentum The level of assets in tailored model portfolio service (MPS) arrangements has hit 17% of total platform MPS… The post The Morning Briefing: Tailored MPS gains momentum; SJP holds landmark virtual careers day appeared first on Money Marketing.

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The Kaplan Group

JUNE 10, 2025

Key Findings The average total debt across SaaS companies declined by 13.4% in 2025. As debt declined, profitability increased, as median Return on Equity (ROE) improved from -11% in 2022 to 7% in 2024. In 2025, Descartes Systems Group Inc. (DSGX) is the healthiest publicly traded company with a debt health score of 91.60. A new report by The Kaplan Group analyzes the debt and financial health of 46 leading SaaS companies using data extracted from SEC filings, spanning 138 records from 2022 to 2

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Money Marketing

JUNE 10, 2025

Allfunds Group chief executive and founder Juan Alcaraz has announced that he will leave the business to "take on new challenges". Following a distinguished career at Allfunds in which he has led the firm to success and scale, Alcaraz will move into an advisory role… The post Allfunds founder CEO Juan Alcaraz announces departure appeared first on Money Marketing.

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Nerd Wallet

JUNE 10, 2025

There are three ways to calculate how much to tip movers: either 10%-20% of the total cost of the move, $4-$15 per mover per hour, or $20-$50 per mover per day.

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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 10, 2025

Quilter has announced that Andrew McGlone will step down as chief executive of Quilter Cheviot later this year, ending a 31-year tenure with the business. McGlone has led the discretionary fund manager for the past seven years and will leave to pursue new opportunities. He… The post Quilter Cheviot CEO Andrew McGlone to step down after 31 years appeared first on Money Marketing.

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National Service Bureau

JUNE 10, 2025

Every journey at NSB begins a little differently, and for Angela, it started with a leap of faith. She followed a former co-worker into something completely new, not knowing just how far it would take her. Nearly eight years later, she’s our Compliance Coordinator and someone the team trusts and relies on. Her story is one of growth, perseverance, and a genuine commitment to helping others succeed.

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Money Marketing

JUNE 10, 2025

Sarah Pritchard has been appointed deputy chief executive of the Financial Conduct Authority (FCA). The new role has been created to reflect the FCA’s expanding remit. This includes the integration of the Payment Systems Regulator, regulation of stablecoin and crypto firms, as well as buy… The post FCA appoints Sarah Pritchard into new deputy chief executive role appeared first on Money Marketing.

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Nerd Wallet

JUNE 10, 2025

Ramsey Qubein writes for NerdWallet. Email: travel@nerdwallet.com. The article Best Cancun All-Inclusive Resorts on Points originally appeared on NerdWallet.

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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 10, 2025

Discretionary model portfolio services (MPS) have seen a sharp rise in assets over the past year, significantly outpacing growth in underlying platform assets, according to the latest data from NextWealth. Its bi-annual MPS tracking study shows discretionary MPS assets increased by 11% over the past… The post Discretionary MPS market sees strong growth as fees stabilise, says report appeared first on Money Marketing.

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Cls Blue Sky

JUNE 10, 2025

Thank you, Natasha [Vij Greiner]. Good morning and welcome to the Third Annual Conference on Emerging Trends in Asset Management. Before I begin, I must remind you that my views are my own as a Commissioner and not necessarily those of the SEC or my fellow Commissioners. Today’s four panels take us on a tour from the beginning of the ’40 Acts up to the most recent developments in asset management, and on to the developments likely to come in the near future.

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Money Marketing

JUNE 10, 2025

Using artificial intelligence, at the stage it is at right now, is like having a “really switched-on intern”, Timeline chief product officer Thomas Hogg has suggested. Speaking on a panel at Intelliflo Innovate yesterday (10 June), he said: “You could bring in lots of these… The post Timeline product lead: ‘Think of AI as a super-smart intern’ appeared first on Money Marketing.

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Cls Blue Sky

JUNE 10, 2025

For nearly 40 years, regardless of whether confidential information belonged to a governmental entity or a private-sector business, its misappropriation could be prosecuted as a property crime. Lower federal courts relied on Carpenter v. United States , [1] a well-known Supreme Court decision that unanimously affirmed the federal mail and wire fraud convictions of a reporter and his co-conspirators who schemed to trade securities based on pre-publication information belonging to the reporter’s e

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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 10, 2025

“We are in the middle of an ESG backlash – that being said, there has been a backlash to the backlash.” That was the assessment from Fidelity International chief sustainability officer Jenn-Hui Tan, speaking at the TISA Big Picture Conference 2025 today (10 June). Environmental,… The post There has been a ‘backlash to the ESG backlash’, says Fidelity appeared first on Money Marketing.

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Account Recovery

JUNE 10, 2025

Law Firm Facing FDCPA Class Action Over Issues with MVN Court: Fraud Reporting Not Always Clear-Cut in FCRA Cases Oregon Passes Medical Debt Credit Reporting Ban CFPB Files Motion to Resume Case Against Debt Relief Defendant WORTH NOTING: Can you guess which organ in your body uses the most energy? … Walmart is rolling out drone delivery in three more states … Healthcare professionals are dangerously overconfident about their email security … Owning a home costs more than $21,0

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Money Marketing

JUNE 10, 2025

The Financial Conduct Authority has unveiled the final rules for its Private Intermittent Securities and Capital Exchange System (PISCES), a new private stock market platform set to launch later this year. The move aims to open fresh avenues for investors and private companies alike, facilitating… The post FCA to launch private stock market in growth boost appeared first on Money Marketing.

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Nerd Wallet

JUNE 10, 2025

Tiffani Sherman writes for NerdWallet. Email: articles@nerdwallet.com. The article Cruising to Antarctica: My Review of the National Geographic Explorer originally appeared on NerdWallet.

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Speaker: Joe Wroblewski, Senior Sales Engineer

Is your tech stack working for you—or are you working for it ? 🤖 In today’s world of automation and AI, technology should simplify workflows—not add complexity. Seamless integration and interconnectivity are key to maximizing productivity, optimizing workflows, and improving collaboration. Join expert Joe Wroblewski for a practical and insightful session on how you can build a smarter, more connected tech stack that drives efficiency and long-term success!