by GrafWebCUSO | Apr 5, 2017 | News
Technology is meant to simplify things, make the financial advisory business more efficient and save advisors time. When Mike Damas set up his independent RIA firm Maryland Capital Advisors in 2005, he found that the technology system he’d invested in...
by GrafWebCUSO | Apr 5, 2017 | News
House Financial Services Chairman Jeb Hensarling (R-Texas) told CFPB Director Richard Cordray Wednesday that President Trump should fire him immediately for violations of federal law. Even before Cordray (pictured) began testifying at a sometimes-heated committee...
by GrafWebCUSO | Apr 5, 2017 | News
The Justice Department told a federal court on Tuesday that the Office of Management and Budget has concluded its review of the Labor Department’s final rule delaying the implementation date of its fiduciary rule by 60 days — from April 10 to June 9....
by GrafWebCUSO | Apr 5, 2017 | News
There has never been more payment options for credit unions and their members. That is what makes the CSCU 2017 Annual Conference in Orlando so relevant to attendees and their members. Greg Borchardt, senior director at Visa, and Jeanette...
by GrafWebCUSO | Apr 4, 2017 | News
A Department of Justice filing on April 3 indicates that the Department of Labor will officially institute a delay of its fiduciary rule Wednesday morning. DOJ told the U.S. Court of Appeals for the Fifth Circuit that the Office of Management and Budget...
by GrafWebCUSO | Apr 4, 2017 | News
“Five years ago, social media was a ‘no’ from financial executives,” said Amy McLlwain, Global Industry Principal for the Financial Social Media division of Hootsuite, a social media scheduling platform. “Fortunately, that has changed to...
