Apr 29, 2025
Key Takeaways for Mortgage Lenders This Tax Season
The 2025 tax filing season has come to a close. However, there are some significant changes on the horizon that could impact the mortgage and financial...
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Apr 29, 2025
The Custody Rule Revisited: 2025 Update
In general, The Custody Rule (Rule 206(4)-2) requires that advisers custody funds and securities with a qualified custodian who sends statements to the...
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Apr 22, 2025
Your Marketing Toolkit – The Role of LinkedIn for Fund Managers
We are honored to continue our Capital Raising Education Series, partnering with experts in the industry to showcase this video from HS...
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Apr 14, 2025
The Data “Don’ts”: 5 Common BI Implementation Pitfalls
The right Business Intelligence (BI) solution can transform a mortgage company's operations; however, the implementation strategy often determines the...
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Apr 01, 2025
Are You SEC Cybersecurity Ready? A Guide for Fund Managers
The SEC's 2025 priorities emphasize the importance of strong security frameworks for Registered Investment Advisers (RIAs). Whether you’re an RIA or not,...
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Mar 28, 2025
Navigate Uncertainty with Strategic Insights
Discover key mortgage industry trends and strategies in our Q1 2025 Mortgage Trend Series webinar. Industry experts analyze potential market shifts in 2025...
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