Oct 21, 2020

Banks and credit unions are responding to the effects of the pandemic differently: banks are
focused on consolidating while credit unions are expanding. In fact, credit unions opened 1,523
branches in September 2019, compared with 4,727 closed bank branches during the same
period. Banks are looking for buyers for their...

Oct 13, 2020

Trust administration is a detail-oriented and time-consuming task, yet many clients decide to let their “eldest child handle it” or decide that “since my brother is a CPA, he can do it.” The
challenge is that the client is asking a loved one to take on a major burden during an
emotionally difficult time.

We...