Fannie Caps Loan Purchases
Byline: Paul Muolo Fannie Mae is telling new seller/servicers that it will cap how much product they can sell to the GSE based on their net worth and other factors, Mortgage Servicing News has learned....
View ArticleFair Housing Group Targets B of A in Latest Discrimination Suit
Byline: Kate Berry A group of consumer advocates filed a discrimination complaint alleging that Bank of America violated fair-housing laws by failing to appropriately maintain and market foreclosed...
View ArticleMortgage Interest, Long Terms Hurt Baby Boomers' Retirement
Byline: Amilda Dymi Data show the vast majority of pre-retirees and older workers are not putting the bulk of their income into retirement funds that would finance a worry-free retirement on sunny...
View ArticlePaperless Mortgages May Be the Key to Company Compliance
Byline: John Adams You generally have to take surveys conducted by tech companies with a grain of salt, given the mission of the research sponsors. But there were some findings in Xerox's eighth annual...
View ArticleKBW: Single-Family Rentals Could Emerge as Asset Class
Byline: Evan Nemeroff Over the last year, one part of the distressed housing market that has been gaining positive momentum is the rental class. According to a report from Keefe, Bruyette & Woods,...
View ArticleState AGs' Move Bolsters Case
Byline: Joe Adler WASHINGTON-The decision by three state attorneys general to join a case challenging the Dodd-Frank Act's constitutionality has boosted its chances and expanded the scope well beyond...
View ArticleAssembly-Line Approach; Successful Planners Usually Have a Well-Defined Sales...
Byline: William Ainson In dealing with prospective clients, financial planners should look to the assembly line for inspiration. This unexpected advice comes from Katherine Vessenes, president of...
View ArticlePRACTICE PROFILE: Global Perspective; A Former FPA Chairman Believes an...
Byline: Jim Grote The adage "Think globally, act locally" that's so familiar to many causes and professions is poised to resonate in the planning profession, one proselytizing industry veteran says....
View ArticleThinking Globally; A Diversified Portfolio May Need Foreign Stocks, but Are...
Byline: Craig L. Israelsen It would be surprising to find a planner who did not include non-U.S. stocks in a diversified portfolio. But non-U.S. bonds are less automatic. Should international bonds be...
View ArticleThe Dreaded Question; for Some Planners, There Is Nothing More Difficult to...
Byline: Miriam Rozen Asked if she recommends long-term care insurance to her clients and if she's purchased it for herself, Seattle planner Therese Govern groans. Her response is not unusual. Other...
View ArticlePreventive Care: Awareness Precedes Culture, Behavior Change at Lafarge;...
Byline: Kathleen Koster For global industrial company Lafarge North America, Inc., health risks threatened its very foundation and employee base. Workers' compensation claims showed that many of the...
View ArticleBFE SESSION: Are HSAs the New 401(k) Plans? Flexibility with Rollovers,...
Byline: Kathleen Koster As HSA account balances grow and become sizable assets for employees, they become a powerful - and increasingly necessary - financial planning tool. For example, a 65-year-old...
View ArticleLocation-Based Flu Shot Savings
As open enrollment kicks off, so too does flu season. And as a wellness support provider, brokers might want to help employers line up flu shots at less expensive, more convenient places than the...
View ArticleDC Market Upheaval Coming
Record keeper consolidation has slowed if measured by the number of deals. If measured by participants or assets, it will be a banner year just with the sale of The Hartford to MassMutual alone. The...
View ArticleHow to Make a Big Bank a Social Butterfly; A Conversation with Frank Eliason,...
Byline: Editorial Staff [1] BTN: Are minimum quotas for staff social media posts effective? Eliason: That's the quest for ROI and for page views. But social media is mostly about the psychology of...
View ArticleSelf-Help for the Shopaholic; Financial Startups and Banks Are Crafting...
Byline: Mary Wisniewski Imagine you're walking into Bloomingdales, your shopping weakness, when your smartphone starts to suddenly buzz. As you pick up the device to make the vibrations cease, a voice...
View ArticleInvest Financial Turns the Big 3-0
Byline: Steve Dowden I landed an internship on the floor of the Chicago Mercantile Exchange in 1982. Meanwhile, more than 1,000 miles away in Tampa, Fla, Invest Financial Corp. broke new ground as the...
View ArticleDefining the Future; Today's Technology Pacesetters Offer the Building Blocks...
Byline: Seth Fineberg Being a leader in the A[logical not] eld of accounting-related technology is not about revenue or staff size, but being ahead of a trend (or trends) and the level of service you...
View ArticleTechnews
Byline: Editorial Staff APLOS ADDS ADMIN PRODUCT TO NFP ACCOUNTING SUITE Fresno, Calif. - Nonprofit and faith-based cloud accounting product maker Aplos Software has released Aplos Oversight, a new...
View ArticleSuccessful Washington, D.C., Fall Fly-In
ACA members met with CFPB Director Richard Cordray and several other government leaders ACA International members gathered in Washington, D.C., on Sept 19-20, 2012, to meet with their elected...
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