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U.S. banks ramped up lobbying by nearly 20% as SVB, Signature failed -
FSOC proposes overhaul of nonbank designation process -
Dual-employment can result in legal problems, attorneys say -
Court dismisses appeal of state's loan officer licensing decision -
CFPB data breach sends shock waves through the financial industry
- Sep 16-17, 2025|San Diego, CA
Joe McQuaid is chief operating officer at Concurrent.
With over 25 years in the financial services industry, he has held leadership roles at New York Life Investment Management and Guggenheim. He also founded Ascend Consulting and helped launch and served as COO for an RIA that grew to nearly $1.5 billion in AUM. He then founded Imprint Wealth, scaling it to nearly $1 billion in assets before
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Large mortgage companies are targeting mergers and acquisitions as well as home equity lending in their 2025 business plans, Boston Consulting Group said.
March 17
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An ex-Biden administration official suggested potential challenges in identifying lands that have access to both employment opportunities and infrastructure.
March 17
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Spending cuts at the Consumer Financial Protection Bureau are the latest in a rash of reductions at the agency, complicating the regulatory future.
March 17
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Companies are starting to leverage tools such as artificial intelligence and machine learning as part of the property valuation and review process.
March 17
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An executive order issued late Friday cut the Treasury Department Community Development Financial Institution Fund and other federal programs to their legal minimum.
March 15
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 Consumer Financial Protection Bureau has chosen to prosecute only a handful of cases as the Trump administration drops other investigations, claiming enforcement is not mandated by the Dodd-Frank Act.
April 7
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The Dow Jones Industrial Average dropped over 2,200 on Friday, the second day of a sell-off due to tariffs, but that could be good for mortgage rates.
April 4
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The Department of Justice said in a court filing Friday that a February stop-work order from acting Consumer Financial Protection Bureau Director Russell Vought did not entail stopping statutorily mandated work by the bureau, defying earlier testimony.
April 4
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The FBI intervened in the incident, which a lawyer for the company's CEO said was a response to another man's actions.
April 4
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Republican lawmakers, mulling a new partial claim proposal, slammed the expiring program that has purchased thousands of mortgages as Biden-era overreach.
April 4
