Cloze unveils app to capture, organize open house leads
Similar Posts
My husband and I are retired. Our financial adviser, who is in his 30s, called us ‘you guyses.’ Is that unprofessional?
“I’m wondering whether I should ask to work with someone closer to our generation.”
Mortgage fraud case shows AI’s fake-document risk
Two Florida residents have pleaded guilty to charges stemming from their roles in a bank-fraud scheme, which involved falsified pay stubs that conned multiple lenders to originate mortgages backed by the government-sponsored enterprises. Processing Content In a scam that occurred in mid-2022, Orlando resident Kimberly Williams conspired with mortgage consultant and credit repair specialist Kenneth…
New York City Investment Sales Exceeding 2025 Pace: Report – Commercial Observer
New York City investment sales dipped 10 percent over the second quarter of 2026, according to Avison Young’s latest property sales report. Under the hood, however, the city’s commercial real estate market is barreling past its 2025 pace. Overall investment sales in New York City rose annually by 60 percent in the first half of…
Tassat CEO: Banks Focus on the Wrong Stablecoin Problem
Conversations about stablecoins have a way of turning into conversations about technology. Which chain, which standard, whose rail. When PYMNTS CEO Karen Webster sat down with Tassat CEO Glen Sussman for the “Monday Conversation” series, she put a plainer question on the table. “How many rails do we need?” The real answer is probably fewer…
Report: Fed examiners were ‘untimely’ in closing supervisory findings
Plans to allow U.S. banks to reduce the capital they hold create uncomfortable echoes of past turmoil in credit markets. As regulators contemplate relaxing standards meant to protect the public, they should look to past financial crises.Andrew Harrer/Bloomberg Processing Content Key insight: Examiners from the Federal Reserve Board and reserve banks were not timely in…
The Trend Towards Global Mobility
Global mobility is no longer a niche concern reserved for a small subset of internationally minded families. Instead, it’s become a central pillar of modern wealth planning, particularly among ultra-high-net-worth (UHNW) individuals seeking flexibility, security and long-term resilience. As geopolitical and economic uncertainty persists, advisors must understand how mobility strategies are evolving and how they…
