Practice and client management

A series of changes to the Telephone Consumer Protection Act go into effect on March 26 that closes the so-called "lead generation loophole" for telemarketing calls and texts.

The Los Angeles venue accuses the lender and another defendant of failing to pay nearly $300,000 in licensing for a stadium lounge table and seats.

Financial advisors and tax experts say HOA fees are usually not deductible, unless the home is used for a business or as a rental property.

Larger banks are responsible for a special assessment to cover the costs of the failures of Silicon Valley Bank and Signature Bank. The price tag has ballooned by $4.1 billion, and trade groups are criticizing the FDIC's process, arguing that it lacks transparency.

The turmoil at New York Community Bancorp resumed Thursday with the departure of CEO Thomas Cangemi. The embattled regional bank, which also recorded a $2.4 billion goodwill impairment charge and disclosed other new problems, saw its share price plunge.

The Consumer Financial Protection Bureau provided guidance about digital intermediaries and lead generators that accept payments to steer borrowers to financial products.

The world's largest credit union said that Dietrich Kuhlmann, a retired rear admiral and currently the institution's chief operating officer, would succeed retiring CEO Mary McDuffie on March 1.

Only a few dozen mortgage firms could likely afford the $7 million ad for this year's big game, a marketing veteran said.

A day after the regional bank's stock tumbled on tough fourth-quarter results and some austerity moves, observers debated whether management just needs time to build enough capital to catch up with growth or if it is still too overexposed in multifamily lending.

The industry leaders have made seven commercial appearances between them during the pricey, marquee advertising window.

After the Rhode Island-based company eliminated 650 positions, severance-related costs contributed to a 71% decline in quarterly net income.

Gravy Technologies offers a consumer-facing app, along with a white-label service for mortgage lenders aimed at accelerating their marketing efforts.

Those who establish a history of paying for housing may be able to buy and live in property with rental income, but there are risks to the emerging strategy.

The former Airbnb executive Jonathan Mildenhall steps into a newly created role, overseeing communications for all business lines at the Detroit-based company.

The manufactured homes in Paradise, California, have features like site-built structures and are eligible for Fannie Mae and Freddie Mac financing.

Home lending and real estate-related businesses developed tools to answer loan officer questions, help write marketing copy, envision newly designed interiors and even correspond with consumers on a limited basis.

Across the industry, the pace of branch shutdowns slowed this year. Still, large financial institutions continued to trim their physical footprints, with two super-regional banks taking the most aggressive actions.

Once the pace of private equity-backed sales of middle-market companies picks up, the Rhode Island-based bank expects to benefit. CEO Bruce Van Saun says that Citizens' recent expansions in private banking and wealth management will provide opportunities to cross-sell to corporate clients.

Morais, who leads the auto lender's consumer and commercial banking divisions, is preparing to leave as Ally Financial conducts a search for its next chief executive officer. She had been seen as a potential candidate to replace outgoing CEO Jeffrey Brown.

Two tax experts share the key strategies for financial planners and tax professionals to discuss with clients in the fourth quarter.