Features Investment

Anthony Sharett says he always wanted to make a difference for those who needed it most, and that factored into him joining Meta Financial Group Inc. in the fall of 2019. For this is the Sioux Falls-headquartered holding company of MetaBank, a financial services support company with locations throughout the United States, as well as financial agent to the […]

The customer is always right and, for well over a year, that customer has been demanding a remote mortgage. Post-pandemic, that’s likely to be the new normal. So notes Chris Weinstock, who’s long taken the pulse of prospective home buyers. During the late 1990s, he aided their cause as a deputy general counsel at Countrywide […]

Eric Banta fell in love with Colorado as a young man, drawn to the mountains, the skiing and the climate as a backdrop to his studies. By the time he joined the corporate legal department for ING U.S. in 1996, the state had become something else: home. So when the financial services company (rebranded as […]

Her employer having four focuses, Kate Mahan is immersed in all, with something called process excellence at the top of the list. It being a most general focus, process excellence can be anything and everything, but whatever it is on a given day, it’s likely to involve Mahan collaborating with other departments at United Federal […]

Don’t confuse Farm Credit Mid-America with a bank, says Greg Hoffman. Farming, after all, is cyclical, and banks enter and leave the agricultural financing market when the economics make sense to them. But Farm Credit Mid-America is owned by farmers and has a mission to serve agriculture and rural communities through thick and thin. That, […]

The acquisitions keep on coming, among CI Financial’s most recent being Dowling & Yahnke Wealth Advisors. A San Diego-based registered investment advisor, it has $5.1 billion in assets and serves over 1,300 clients, primarily individuals, families and nonprofits. Its accolades include being named to the FT 300 Top Registered Investment Advisors list each year since […]

It can be difficult to get a credit card if you have bad credit or no credit at all. Many banks don’t trust young people or people with low credit and deny them loans or cards. Lead Bank gives customers the benefit of the doubt, though, and works with them to build their credit responsibly, […]

Having lived in multiple countries—and passing the bar exam in three—Ukraine native Anna Novoseletsky can’t help but look at the world through the lens of globalization. That international perspective drives Novoseletsky in her role as the legal head of global payments and senior counsel at Discover Financial Services in Illinois. For the veteran corporate attorney, […]

“Did you see this?” That was the question posed to Plaza Home Mortgage General Counsel Lynde Selden by the CEO’s assistant in early March. Both were puzzled by the printout of an “Equitable Remittance Coupon”—supposedly valued at $250,000. The person who’d sent the CEO this “voucher” was using it to pay a $150,000 home loan. […]

Imagine you’re a father of three. As the breadwinner, you work hard to pay the bills and provide for your family, but a few weeks into the COVID-19 pandemic, you lose your job. Like many, you wait for weeks to receive unemployment benefits. Then the refrigerator dies, and you have no choice but to pull […]