American Profit Recovery
JUNE 2, 2025
There is no doubt that there is a lot of stress when running a small business or a medium-sized organization. Countless areas require the focus of leadership and for many, the list seems never ending. Financial stress, as you are probably aware, is at the top of the list of challenges and frustrations of small to medium-sized business owners and founders.
Account Recovery
JUNE 6, 2025
Debt collection calls are rising sharply in 2025, according to a new analysis of Federal Trade Commission complaint data by NumberBarn. In the first quarter of 2025 alone, consumers filed 112,583 complaints related to debt collection calls, a 150% increase from the 44,999 reports filed during the same period in 2024. The big picture: While debt collection call volumes hovered between 35,000 and 45,000 per quarter from 2020 through 2024, 2025 marks a stark departure.
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Nerd Wallet
JUNE 6, 2025
Eliza Haverstock writes for NerdWallet. Email: ehaverstock@nerdwallet.com. Twitter: @elizahaverstock. The article Behind on Student Loan Payments? Act Now as 5 Million Summer Defaults Loom originally appeared on NerdWallet.
Money Marketing
JUNE 5, 2025
Aegon has enhanced the adviser experience through the introduction of cash ringfencing during the switch journey. This new feature is available via the Aegon Retirement Choices (ARC) and One Retirement platforms. Designed to simplify and optimise the process of withdrawing funds, this advancement ensures greater… The post Aegon enhances adviser experience with new features appeared first on Money Marketing.
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
PDC Flow
JUNE 5, 2025
PDCflow has officially been recognized as one of the best esignature services of 2025. We are excited to announce our most recent award, the “Best Value” badge for the Gartner Digital Markets digital signature software category. This honor was earned based on independent reviews collected from satisfied PDCflow customers. The reviews are published and accessible for other buyers to read and compare.
Creditor Collections Today brings together the best content for creditors and collection professionals from the widest variety of industry thought leaders.
Nerd Wallet
JUNE 6, 2025
Tommy Tindall writes for NerdWallet. Email: ttindall@nerdwallet.com. The article 8 Side Gigs for People Pressed for Time originally appeared on NerdWallet.
Money Marketing
JUNE 5, 2025
The Financial Conduct Authority (FCA) has led a coordinated international crackdown on illegal financial promotions by unauthorised online influencers, known as "finfluencers". Nine regulators from countries, including Australia, Canada, Hong Kong, Italy, the UAE and the UK, took part in a global enforcement effort that… The post FCA leads global crackdown on rogue finfluencers appeared first on Money Marketing.
Jimerson Firm
JUNE 3, 2025
For small to midsize businesses, few challenges are more disruptiveor costlythan contract disputes. Sales contracts define business relationships, including the payment terms and collection procedures, how to handle product or service issues, and allocate financial and legal risk associated with the sale. When contracts are vague, incomplete, or poorly drafted, they expose businesses to a higher risk of disputes and customer retention issues leading to damaged relationships, delayed projects, di
Account Recovery
JUNE 3, 2025
The Federal Reserve Boards Economic Well-Being of U.S. Households in 2024 report paints a picture of relative financial stabilityon the surface. But dig deeper and the data reveals a population still grappling with inflation, uneven job quality, and financial vulnerability. 🧾 What the data shows: Emergency expenses & savings Impact of inflation Employment and job changes Gig economy Fraud and financial risk BNPL usage Demographic variations in financial well-being Childcare Housing a
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.
Nerd Wallet
JUNE 3, 2025
Sara Rathner writes for NerdWallet. Email: srathner@nerdwallet.com. The article The Credit Card Tools Hiding in Your Banking App originally appeared on NerdWallet.
Money Marketing
JUNE 5, 2025
Good morning and welcome to your Morning Briefing for Thursday 5 June 2025. To get this in your inbox every morning click here. New pension rules to benefit 20 million UK workers Millions of UK workers are set to benefit from the Pension Schemes Bill,… The post The Morning Briefing: Pension reforms to help 20 million workers; Are you the mechanic or the guide?
Fraser
JUNE 3, 2025
This is a continuing series on navigating insurance coverage issues, stay tuned for more! When an insurer receives a claim, the question of whether it will defend and/or indemnify is easier to answer in some cases than others. Background When interpreting an insurance policy, there are two questions involved: (1) Does the policy provide coverage?; and (2) If the policy provides coverage, is there an exclusion that negates the coverage?
Account Recovery
JUNE 3, 2025
Suit Accuses Collector of Not Disclosing Call Recording Judge Denies Certification in FDCPA Case Involving Questionnaire to Determine Standing Federal Reserve Report Offers Snapshot of U.S. Household Finances in 2024 Compliance Digest June 3 Frost Echols Expands with New Office in Ohio, Adds New Attorney WORTH NOTING:In honor of Pride Month, a guide to gender identity terms … Experts weigh in on whether to lock your luggage when traveling … Debunking myths about what happens and wha
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.
Nerd Wallet
JUNE 3, 2025
Sara Rathner writes for NerdWallet. Email: srathner@nerdwallet.com. The article New PayPal Credit Card to Offer No-Interest Financing for 6 Months originally appeared on NerdWallet.
Money Marketing
JUNE 5, 2025
The UK protection market is off to a buoyant start in 2025 with 17% year-on-year increase in Annual Premium Equivalent (APE) for the first quarter, data from iPipeline shows. New business is also on the rise, with volumes up by around 4% compared to the… The post Protection sales surge as adviser confidence climbs appeared first on Money Marketing.
On Guard
JUNE 5, 2025
Time for a new standard In a time of economic uncertainty and a growing emphasis on social responsibility, organisations can no longer limit themselves merely to financial objectives. Once centred solely on ensuring payments, credit management today is about much more. The right policy can mean the difference between survival and collapse, for both customers and suppliers.
Account Recovery
JUNE 3, 2025
In a case that was defended by Dale Golden and the team at Martin Golden Lyons Watts Morgan and has already been to the Court of Appeals for the Third Circuit and back, a District Court judge in Pennsylvania has denied a plaintiff’s motion to certify a class in a Fair Debt Collection Practices Act case, ruling that the use of a questionnaire by the plaintiff that was sent to potential class members to determine if they had standing to participate in the case was not a “plausible stra
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.
Nerd Wallet
JUNE 4, 2025
Sam Taube writes for NerdWallet. Email: staube@nerdwallet.com. The article T-bills vs. CDs: Which One Should You Choose Right Now? originally appeared on NerdWallet.
Money Marketing
JUNE 4, 2025
Global wealth management platform FNZ is facing mounting pressure from employee shareholders after institutional investors CDPQ and Temasek exercised warrants tied to the company’s recent capital raises. This has triggered what some insiders describe as a “significant and unfair” dilution of their holdings. Money Marketing… The post FNZ under pressure after investors cash in on recent capital raises appeared first on Money Marketing.
Credit Corp
JUNE 2, 2025
A good APR usually sits at or below the national average, currently above 20%. There are different types of APRs, including variable APRs, which fluctuate over time. To qualify for a lower APR, practice smart financial habits like paying outstanding balances. From purchase to penalty to introductory, annual percentage rates (APRs) can be confusing and complicated.
Account Recovery
JUNE 6, 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!
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!
Nerd Wallet
JUNE 6, 2025
Sally French writes for NerdWallet. Email: sfrench@nerdwallet.com. Twitter: @SAFmedia. The article Royal Caribbean Ovation Review: High-Tech out West originally appeared on NerdWallet.
Money Marketing
JUNE 6, 2025
When I started my role as chief reporter at Money Marketing, I was a different person. OK, perhaps that’s a bit dramatic, but my confidence in writing had been decimated by my experience at a former role and my self-assurance in socialising had been dented… The post Weekend Essay: Four years at Money Marketing has made me myself again appeared first on Money Marketing.
Cls Blue Sky
JUNE 4, 2025
For the month when Paul Atkins was sworn in as SEC Chairman, we examine: The SECs position that Covered Stablecoins are not securities under federal securities law; An SEC victory in the Fifth Circuit regarding the imposition of a receivership over entities owned by a real estate investor accused of misappropriation; A grant of summary judgment against a would-be North Carolina real estate developer; An SEC action against the founder of a crypto asset and foreign exchange trading company; and Ch
Account Recovery
JUNE 3, 2025
EDITORS 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!
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.
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