- Sep 16-17, 2025|San Diego, CA
Adrian Johnstone is the CEO and co-founder of Practifi, a performance optimization platform for the wealth management industry.
With over 20 years of experience helping advisory firms leverage technology for growth, he offers deep insight into advisors' every day needs. A regular speaker at industry events in Australia and the U.S., Johnstone is dedicated to building relationships and driving innovation in wealth management.
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The trade group outlines in a white paper that it wants more "flexibility" in the rule allowing mortgage lenders to pay their originators on a varying scale.
June 30 -
As mortgage brokers gain market share, tensions over channel conflict resurface, pushing some lenders to rethink how they balance wholesale, retail, and correspondent lines.
June 30 -
Former account executives say the lender stiffed its workers by letting their retirement contributions cover plan expenses, rather than use existing funds.
June 30 -
This transaction for 230 rental units follows a March $10 million affordable housing investment in Nevada Housing Division Mortgage Revenue Bonds.
June 27 -
The largest U.S. banks took less of a capital hit under the Federal Reserve's hypothetical stress scenario than they did last year, but averaging the two sets of results could impact next year's regulatory requirements.
June 27
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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The former management and program analyst, working three jobs, submitted time sheets showing over 24 hours of work per day, prosecutors said.
June 30 -
Democrats reintroduce a $100 billion housing equity bill to help first-generation buyers and address racial disparities in homeownership.
June 30 -
The Financial Technology Association — which had been granted the right to defend the Consumer Financial Protection Bureau's open banking rule after the bureau declined to defend it — filed a motion Sunday to preserve the rule.
June 30 -
The Senate advanced the One Big Beautiful Bill Act through a procedural vote, opening the legislation for debate followed by Monday's vote-a-rama.
June 30 -
As mortgage brokers gain market share, tensions over channel conflict resurface, pushing some lenders to rethink how they balance wholesale, retail, and correspondent lines.
June 30