Digital Mortgage Direct Page

Business owners say they want more advice from their banks, and bankers want to be trusted advisers. Digital delivery of advice and tools backstops the bankers and enables reliable, consistent advice delivery through a wider footprint.

Sponsored by Uplinq Financial Technologies "Fair lending" has become an important topic—and concern—for financial institutions. The concern isn't just limited to consumer lending, but to small business lending as well.

Banks' sales of insurance agencies for eye-popping multiples emerged as one 2023's notable trends. Though the bandwagon shows no sign of slowing, several prominent community banks appear to be holding on to their insurance operations.

The real estate investment trust — which counts the private equity firm C-III Capital Partners among its top shareholders — owes more than $100 million to creditors but has less than $50 million of assets, according to a Chapter 11 petition.

The community banking veteran will succeed Thomas Coughlin, who spent nine years as CEO of the Bayonne, New Jersey-based bank.

AJ Nary is head of HeightZero at BitGo.

Steve Scott is director of institutional sales at BitGo.

Kevin is a seasoned marketing leader with deep experience in consumer and enterprise marketing. He was Chief Marketing Officer at ExpertVoice, Global Head of Brand Strategy and Marketing Communications at Pinterest, and worked at the Facebook Creative Shop, where he led some of the most successful campaigns in digital advertising. He previously held marketing roles at Google and Microsoft and earned an MBA from MIT.

Deborah Roth, CPA, is managing director of R&D tax credits at Source Advisors. She has overseen more than 4,500 R&D tax credit studies. She holds a BBA and a Master of Accountancy from the University of Michigan School of Business, and is a founding member of the National R&E Roundtable.

Frank, Daylight, Greenwood, Totem and Brigit faced lawsuits, disputes and penalties.