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Results for “Category: Commercial Banking

Showing 1 to 10 of 21 results

Article

5 Ways Multifamily Owners Can Rethink Earnings Credit Strategy

Multifamily owners may be overlooking key opportunities within their deposit strategy. Explore how a closer look at earnings credit can uncover hidden value.

Article

The Evolution of Fraud

Protecting your business from phishing, impersonation, and AI-driven fraud   Fraud is no longer a background risk — it’s something most organizations are actively dealing with in one form or another. And it’s evolving quickly. In 2025, the FBI’s Internet Crime Complaint Center (IC3) reported $20.8 billion in losses, with business email compromise schemes accounting […]

Article

5 Ways Companies Should Think About Earnings Credit Rate Programs

Higher Earnings Credit Rates = Higher Revenue = Lower Operating Expense = Higher Valuation and Higher Profitability The earnings credit rate allowance is not a new banking tool, but it can have a major impact on profitability for businesses. Earnings credit rates (ECR) are attractive because they offset service charges by generating a credit on […]

Article

Beyond OBBBA: Strengthening Your Long Term Financial Plan

The enactment of the One Big Beautiful Bill Act (OBBBA) marks a meaningful turning point for long‑term financial planning. By making many provisions of the Tax Cuts and Jobs Act (TCJA) permanent, the legislation replaces years of uncertainty with a more predictable planning environment. For high‑net‑worth families and business owners, this stability creates an opportunity […]

Article

Preserving Speed, Safety, and Control as Your Firm Grows

The Infrastructure Challenge For ambitious law firms, expanding into new practice areas or cities is rarely the hard part. The challenge is ensuring your infrastructure keeps pace. The firms that scale successfully don’t add lawyers or offices without modernizing the financial and operational infrastructure to ensure speed, safety, and control keep up with growth. Complexity […]

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Business Valuation as a Strategic Lever for Growth, Succession, and Governance

Today’s finance practices position valuation as a strategic management tool—one that converts performance, risk, capital structure, and future potential into actionable insights. Yet many finance leaders still treat valuation as a compliance exercise or transactional requirement, used only for ownership changes, tax events, or when external stakeholders demand it. A well‑supported valuation can strengthen decision‑making […]

Article

2025 Year-End Review and 2026 Outlook

Happy New Year As we usher in the new year, global financial markets have no shortage of geopolitical issues to contend with in 2026. Before we look ahead, let’s look back at 2025. The geopolitical laundry list of significant events in 2025 included the Russia–Ukraine conflict in its fourth year and Donald Trump returning to […]

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Fraud Awareness & Risk Management: Mastering Malware Defense

Criminal perpetrators of malware attacks are displaying unprecedented relentlessness, intensifying their efforts to pilfer data, tarnish reputations, and wreak havoc across businesses of all scales. Understanding malware and knowing how to thwart attacks is the first line of defense for business leaders. What Is Malware? Malware is an intrusive software cybercriminals use to steal data […]

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Fraud Prevention Best Practices

Use this checklist as a guide to protect your business: Check before you click—be on the alert for business email compromise or malware Reconcile accounts frequently (preferably daily). Ensure that adequate procedures are defined and followed for all types of payments (paper, electronic, and digital). Provide ongoing training to employees on detecting and preventing electronic […]

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Cyber Fraud Index: An Exclusive Look Inside The C-Suite

Our Cyber Fraud Index Score reflects executives’ insecurities. During an era of rising cybercrime, we asked C-Suite executives how confident they are in their organization’s ability to protect itself from cyber fraud. Our Cyber Fraud Index Score represents the percentages who answered “Very Confident” or “Confident”. We took the elevator up to the c-suite for […]


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