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Offering advisory services: Piecemeal or holistic approach?

Abrigo

“The challenge with the piecemeal approach right now is that every project becomes a new and different project,” says Donny Shimamoto, CPA.CITP, CGMA, founder of advisory-focused CPA firm IntrapriseTechKnowlogies LLC in Honolulu and a nationally recognized accounting technology thought leader. “If

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Data Dive, The Bad, The Worse And The Ugly Edition: Store Closures, Coronavirus And Bitcoin

PYMNTS

Morgan Stanley Research Analyst Kimberly Greenberger said the second half of 2020 is expected to be especially challenging with the looming election — as shift and change in national leadership have some tendency to slow commercial activity because spenders get a bit spooked. The Coronavirus Continues to Cut Down the Chinese Economy .

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Building Financially Empowered Youth; Our Future Depends on Them

Filene

A 2013 FDIC National Survey of Unbanked and Underbanked Households showed that more than 30% of household members under the age of 24 are unbanked—significantly higher than older generations. They produced a “Don’t Tax My Credit Union” video for Congress in support of credit unions. Making Newsworthy Impact.

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CFPB’s 2020: Drawing A Bead On Abusive Practices — And States’ Activities

PYMNTS

Now, under the current leadership of Kathy Kraninger, the more explicit definitions that seek to address what some critics had said were “vague” may curb the scope of what is considered abusive practices. In the most recent action, the CFPB said that the new definitions will help to better manage “scarce resources.”

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Community banks are thriving in Texas

Independent Banker

There’s a lot of energy in the southern half of Texas, and it’s not just the resources that power our homes and cars. Corporate relocations and expansions—influenced by factors like affordability, low corporate tax rates, no personal income tax and a rich talent pool—have contributed to a momentum that isn’t likely to subside soon.

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GonzoBanker Awards 2017

Gonzobanker

BNC shareholders got a terrific premium, a 47% dividend increase, and a continued leadership role for Richard D. Platoon Talent Leadership Award – Goes to WSFS Bank ’s Lisa Brubaker who, at Finastra ’s client conference, pointed to hiring more free-wheeling advisory talent in branches, “backstopped by a sergeant.”.

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Senate Affirms Trump’s Jovita Carranza As SBA Chief

PYMNTS

Business organizations said in a letter to senators that “having Senate-confirmed leadership of the SBA will help to ensure that the department’s programs, that provide small businesses with access to capital and disaster assistance, are working effectively.” Even business groups critical of Trump’s tax law expressed support of Carranza.