- Sep 16-17, 2025|San Diego, CA
Karl Roessner is CEO of Vestmark, a wealth management software and service provider.
Prior to joining Vestmark, he served as CEO of Lefteris Acquisition Corporation, a special purpose acquisition company focused on the fintech arena. Previously, he served as the CEO and a member of the Board of Directors of E*Trade.
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Industry representatives indicated changes to the requirements that give servicers more leeway would be helpful to more moderate-sized companies in particular.
June 4
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Closed-end home equity volume was up 13% year-over-year in the fourth quarter, outpacing HELOCs originations, which only grew 8%, TransUnion reported.
June 4
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A stockholder previously filed a lawsuit seeking to delay the Redfin shareholder vote scheduled for June 4.
June 4
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The publicly traded firm said it anticipates more deals after making its first loan to a developer for $32.7 million, which will support 156 homes in Houston.
June 4
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Securitizations are breaking new ground and whole loan investors have been active as nonbanks increasingly originate and sell second lien products.
June 4
Only 20% of the Top Producers in the National Mortgage News survey were under 40, while almost half were between 41 and 50, and 30% even older.
Those who raced ahead of the pack of loan originators last year went the distance by offering exceptional customer service, catering to niche pockets of demand in the market.
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Senate Republicans plan to modify the massive fiscal package to lower maximum deductions for state and local taxes and limit the impact of a "revenge" tax.
June 17
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Housing permits fell for the fourth consecutive month as builders pull back on construction amid high costs and uncertain demand.
June 17
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The Mortgage Bankers Association chief thinks the move could fit in with regulatory goals, and it's getting pushback like an earlier version of the concept did.
June 17
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Even before January's fires in Los Angeles, change-of-address data shows residential moves based on fire risks and insurance availability.
June 16
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Plaintiff Jason Morano argues that his suit forced Rocket and Redfin to release information that helped shareholders make an informed decision on the merger.
June 16
