Managing and growing wealth across generations presents unique challenges, and for many high-net-worth families, preserving a family legacy requires a comprehensive and well-coordinated approach. CBIZ’s Private Client Services has distinguished itself as a leader in this field by offering a
The partnership between FreedomPay, a company specializing in commerce technology, and SumUp, a fintech firm known for improving payment solutions, aims to transform the way retail and hospitality merchants handle transactions. This collaboration promises a comprehensive payment system not just
The financial sector is an ever-changing domain that requires constant adaptation. Credit unions are committed to evolving alongside technological advancements and regulatory frameworks. This article explores how credit unions are meeting these challenges head-on. Credit unions are member-owned
A coalition of leading industrial real estate investment trusts (REITs) has announced an update to their methodology for calculating key non-GAAP property metrics. This move aims to improve consistency and comparability across the sector, benefiting investors, analysts, and other stakeholders. The
The digital transformation within the financial industry has notably impacted the accessibility of core banking services for older adults and other digitally marginalized groups. This growing concern comes amid a decline in physical bank branches, which were previously relied upon by these segments
The banking landscape for startups and small to medium-sized enterprises (SMEs) has always been fraught with challenges. Traditional banks, often mired in bureaucratic red tape and outdated processes, have generally struggled to meet the dynamic needs of modern businesses. This gap presented a
