Sat.May 21, 2022

Remove regulation-management
article thumbnail

Why Bank Shareholder Succession Matters

Jeff For Banks

I recently met with a former partner at Wellington Management. Hold regular meetings with local wealth managers to generate interest for them to invest their client’s money in your local bank stock. Marketing follows regulation in advertising so the skill set of complying with SEC rules should be an easy transition.

article thumbnail

Managing Default Rates: A Balancing Act in a Multistate Lending Environment

Unlock the secrets to optimizing returns while navigating complex state regulations. They will delve into critical aspects of managing default rates in today’s dynamic lending landscape, including the formidable task of managing default rates across diverse states, each with its own legal intricacies and restrictions.