- Sep 16-17, 2025|San Diego, CA
Eric Ludwig is assistant professor of retirement income and RICP program director at The American College of Financial Services, as well as CEO of Stockbridge Private Wealth Management. His research focuses on retirement income planning strategies and behavioral finance.

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The Bureau of Labor Statistics said the consumer price index rose to 0.3% in June to an annualized rate of 2.7%, making the case to cut interest rates more difficult for the Federal Reserve to justify at its next meeting later this month.
July 15 -
Strong fee income growth and solid credit quality helped offset weak demand for credit as the San Francisco-based bank reported a 20% boost to earnings per share from a year ago.
July 15 -
Chairman and CEO Jamie Dimon said in a Tuesday statement that "the U.S. economy remained resilient" during the second quarter, adding that the recent tax cuts and potential deregulation are "positive for the economic outlook."
July 15 -
States have passed new laws and hired ex-bureau staff, but some suggest the shift is more evolutionary than revolutionary.
July 15 -
The Office of the Comptroller of Currency said it will no longer include examinations for disparate impact liability but will still perform fair lending risk assessments on a regular basis.
July 14
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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Government officials confirmed the California Democrat is under scrutiny over a long-held Maryland property he designated as a second home in 2020.
July 15 -
Credit availability declined in June as the job market and rising delinquency figures have some lenders concerned, the leading mortgage trade group said.
July 15 -
The Ocean State is the latest to enact rules prohibiting the agreements that end up tying older homeowners to long-term contracts with real estate brokers.
July 15 -
CEO Robin Vince refused to comment on "rumors or speculation" about a potential merger between the custody banking giant and its smaller rival, Northern Trust. He also said that the bar for BNY to engage in M&A is "very high."
July 15 -
House Financial Services Committee Chairman French Hill promised to begin combing through Dodd-Frank to find areas for deregulation, while the panel's ranking member made it clear that Democrats would fight for the Consumer Financial Protection Bureau.
July 15