Search for: "Financial Management Service"
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11 Aug 2015, 6:22 am
Many financial intermediaries provide “credit-sensitive” financial services—the effective delivery of these services depends on the credit-worthiness of the provider. [read post]
22 Mar 2024, 9:37 am
The next tranche, Tranche 3, will include: The Alternative Investment Fund Managers Directive. [read post]
23 Sep 2021, 2:32 pm
Murray has been in the financial services industry for more than 30 years. [read post]
25 Jul 2022, 8:29 am
The New York Department of Financial Services (DFS) issued its 2021 Update on New York Domestic Insurers’ Management of the Financial Risks from Climate Change, analyzing 2021 survey responses from the National Association of Insurance Commissioners (NAIC) Climate Risk Disclosure Survey or alternatively the Task Force on Climate-Related Financial Disclosures (TCFD). [read post]
12 Oct 2009, 5:00 am
We take some time to examine the recent actions of the United Kingdom’s Financial Services Authority (FSA). [read post]
At TECHSHOW, Orion Is Releasing Major Enhancements To Its Financial and Practice Management Software
26 Feb 2019, 6:00 am
In business since 1985, Orion is a full-featured financial management, firm management and practice management system designed for mid-sized law firms. [read post]
9 Feb 2023, 7:12 am
In May 2022, the US prohibited the export of certain services to the Russian Federation, including accounting, trust and corporate formation, and management consulting services. [read post]
13 Oct 2009, 5:01 am
This blog recently addressed “Reforming remuneration practices in financial services,” a Policy Statement (PS) issued by the United Kingdom’s Financial Services Authority. [read post]
31 Mar 2023, 7:40 am
Final Report – Guidelines on policies and controls for the effective management of money laundering and terrorist financing (ML/TF) risks when providing access to financial services. [read post]
24 Apr 2018, 1:05 pm
., on this podcast posted today discussing third-party vendor risk management concerns of financial institutions and service providers. [read post]
30 Aug 2016, 1:26 pm
Smith will provide administrative and operational support to financial advisers. [read post]
2 Sep 2021, 12:18 pm
The Guidance was intended to set regulatory expectations for financial institutions offering Internet-based financial services to both commercial and consumer customers. [read post]
17 Feb 2015, 7:52 am
For a complete description of the event and to register, visit PLI’s 20th Annual Consumer Financial Services Institute page. [read post]
21 Nov 2014, 1:56 pm
The Consumer Financial Protection Bureau (CFPB) has an excellent Library Resources website for librarians who manage their library’s programming, websites, and research and reference services. [read post]
21 Nov 2014, 1:56 pm
The Consumer Financial Protection Bureau (CFPB) has an excellent Library Resources website for librarians who manage their library’s programming, websites, and research and reference services. [read post]
21 Nov 2017, 12:41 pm
Brotman Financial Group, Inc., a Timonium-based financial services firm which offers wealth management services to multi-generational families, was given the 2017 Business Philanthropy Award in the small business category from the Maryland Chamber of Commerce during the annual Association of Fundraising Professionals’ National Philanthropy Day Awards Nov. 17 at the Baltimore Marriott Waterfront Hotel. [read post]
9 Jan 2020, 8:00 am
Having access to good advice makes budgeting more manageable, and Countrywide Pre-Paid Legal Services offers it. [read post]
18 Mar 2010, 8:12 am
Are you in wealth management or financial services? [read post]
21 Aug 2018, 6:49 am
ET, Ballard Spahr will conduct a webinar, “More Than Just Fintech: What Are the Important Takeaways for All Consumer Financial Services Providers from Treasury’s Sweeping Report? [read post]
30 Oct 2014, 10:18 am
The Consumer Financial Services Blog - Providing the latest in FDCPA, TCPA, FCRA and other consumer financial services lawsThe much anticipated fall issue of the Consumer Financial Protection Bureau’s Supervisory Highlights report was released yesterday. [read post]