Practice and client management

Aaron Passman
April 17, 2020 5:00 AM

Despite limiting branch access and embracing social distancing, member-facing employees at some institutions have contracted COVID-19, and those few could be the tip of the iceberg.

6 Min Read
People sit on grass in front of a sign that advises visitors to social distance at Klyde Warren Park in Dallas, Texas, U.S., on Wednesday, April 15, 2020. On Wednesday, Dallas County Health and Human Services reported 1,986 confirmed Covid-19 cases and 43 deaths. Photographer: Rebecca Smeyne/Bloomberg
Tamera Loerzel
April 16, 2020 5:21 PM

Major changes are required in client services, delivery models, staffing practices and management.

6 Min Read
Penny Crosman
April 15, 2020 1:42 PM

Reports from the Singapore office, a coronavirus war room and a hardworking IT staff all helped TD Bank Group get nearly all employees ready to work from home and able to handle a tripling of remote deposit capture activity.

7 Min Read
Businesses adjust forecast AICPA economic outlook survey chart Coronavirus covid19
Bob Lewis
By Bob Lewis
April 15, 2020 9:00 AM

The pandemic is restructuring many of the calculations in mergers.

2 Min Read
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Rob Blackwell
April 14, 2020 12:16 PM

Unlike in 2008, banks have become a steady force during the coronavirus pandemic.

4 Min Read
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Kyle Walters
April 14, 2020 10:38 AM

The guys in the brown uniforms became United Problem Solvers; why are you still pushing tax returns?

2 Min Read
Senator Sherrod Brown, a Democrat from Ohio and ranking member of the Senate Banking Committee.
Neil Haggerty
April 13, 2020 9:00 PM

Sherrod Brown, the top Democrat on the Senate Banking Committee, explains why consumer protection is so important as the coronavirus pandemic ravages the economy.

1 Min Read
PwC building on Park Avenue in New York
PwC
Michael Cohn
April 13, 2020 4:06 PM

More than one-fourth of CFOs anticipate layoffs at their organizations, a significant increase from two weeks ago, according to a new survey.

2 Min Read
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Edward Mendlowitz
April 13, 2020 1:31 PM

I’ve spoken to many owners of, and partners in, small firms and see an optimistic future.

3 Min Read
Kate Hanniford and Tim Foley
Kate Hanniford
April 13, 2020 11:07 AM

Compliance attorneys for large wealth managers outline which questions are critical in light of the substantial regulatory requirements.

3 Min Read