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Resilience, Repriced Markets absorbed an equity correction, an energy shock and a sharp reset in rate expectations – then kept moving forward. Mid-Year Review Remain bullish, but do not confuse resilience with calm. Broader equity leadership and healthy earnings are encouraging; inflation and geopolitics keep the margin for error narrow. A first half defined by […]
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Turn ISO 20022 compliance into a competitive advantage with better payment data, automated reconciliation, stronger controls, and improved cash visibility.
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Multifamily owners may be overlooking key opportunities within their deposit strategy. Explore how a closer look at earnings credit can uncover hidden value.
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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 […]
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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 […]
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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 […]
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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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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 […]
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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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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 […]
