Rick Dennen
Rick Dennen is the founder, president and CEO of Indianapolis-based Oak Street Funding.
Source: accountingtoday.com
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Bank increases lending limit to CPA firms seeking mergers
Oak Street Funding, a First Financial Bank company that specializes in loans to CPAs, said it is doubling the lending limit for customers to support mergers and acquisitions, successions, technology investments and growth-focused initiatives at firms.
Source: accountingtoday.com
Fiduciary standards rising, career paths uncertain for financial advisers
Career path, standards less clear in financial advice than in other fields Professionals in any trade “have a sacred obligation to the client and society as a whole,” Blaine Aikin, founder of Fiduciary Insights, said in the keynote presentation at the InvestmentNews RIA Summit. May 18, 2021 3 MINS The path to becoming a financial adviser is not as clear as the paths to other professions, like doctors and lawyers, but that is changing, and more people should be prepared for a heightened fiduciary obligation. Professionals in any trade “have a sacred obligation to th...
Source: investmentnews.com