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Mortgage application fraud risk drops slightly

Mortgage application fraud risk drops slightly

19,700 mortgage apps deemed risky in second quarter 2013, down from 20,900 a year ago
Unified platform key to changing wealth management tech

Unified platform key to changing wealth management tech

Siloed systems impede efficiency, effectiveness; lessons from other industries
Companies compete to serve individuals based on extensive online information

Companies compete to serve individuals based on extensive online information

Personal clouds to serve digital selves
New core account must evolve to maintain relevance

New core account must evolve to maintain relevance

Support needed for new currency types, new payments, mobility
Video collaboration can transform wealth management

Video collaboration can transform wealth management

Attrition reduced by getting right expert to right customer at right time
Personal financial management vis-a-vis wealth management

Personal financial management vis-a-vis wealth management

Banks can first serve as planners, then advisors, to their customers
Market rebound attracts greater mortgage fraud risk

Market rebound attracts greater mortgage fraud risk

ARMs seen having significantly higher risk than fixed-rate mortgages
Blogger Ed O’Leary says it’s a critical time to keep up with your borrowers’ vital signs.

The sixth C of credit

Add this essential to traditional five Cs
Financial advisors slow to pursue clients through social media

Financial advisors slow to pursue clients through social media

More than half only have a LinkedIn profile
Blogger Jeff Gerrish defines share liquidity as the ability of a shareholder to sell a share of stock or several shares of stock at a fair price at the time they want.

Boards seeking shareholder liquidity

How do stockholders cash in?
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