Merchants blast credit union rule
Retailers, restaurants and other merchants urged the National Credit Union Administration this week to withdraw its new rule preempting an Illinois law that curbs card interchange fees. The NCUA’s “interim…
Talos: Tokenized Stock Structure Shapes Liquidity and Legal Rights
Talos, the institutional digital asset infrastructure provider, has published research examining how the structure of a tokenized equity instrument determines its legal standing, liquidity profile and trading behaviour, a distinction…
AI adoption accelerates, driving financial advisor loyalty, JD Power finds
Stifel Ranks Highest in Overall Satisfaction Among Employee Advisors, Commonwealth Ranks Highest Among Independent Advisors AI adoption among employee advisors rises to 73%; independent advisors trail at 42% Advisor satisfaction…
The Weekender: Honey, I Shrunk the Unicorn
The startup org chart used to look like a wedding seating plan: founders, engineers, sales, marketing, finance, legal, HR, three advisors no one could identify and a “growth person” whose…
Avoid Assumptions: Use Career Conversations to Guide Your Firm’s Succession Planning
When evaluating your CPA firm’s talent bench to assess capacity and identify future leaders, it’s natural to focus on employee performance. Who handled pressure exceptionally well during the last busy…
Why financial confidence is the foundation every small business needs
Many young people in the UK are thinking differently about work – and not just about finding a job. We recently surveyed 1,000 students aged 16-21 and found that nearly…
What is an Order Management System?
This article was originally published in March 2025 but has been refreshed and re-published with new content. An order management system (OMS) is software that helps businesses track, manage, and…
2026 Changes AP Teams Need to Know
ACH payments power nearly every modern finance organization, from vendor payments and payroll to customer collections and reimbursements. But as ACH fraud continues to rise, Nacha operating rules are evolving…
7 Best Sites to Compare Mortgage Rates in Canada (2026)
Renewals are piling up, purchase budgets are tight, and rate tables can be misleading if you only look at the lowest advertised number. In 2026, Canadian buyers, renewers and refinancers…
Fraud fight can’t wait on government
Eric Cohen is the founder and CEO of Merchant Advocate, an industry consulting firm that advises merchants on strategies for working with credit card processors. His firm is based in…
