- Sep 16-17, 2025|San Diego, CA
Guy Baker, CFP, Ph.D., is the founder of Wealth Teams Alliance in Irvine, California.
He is a member of the Forbes 250 Top Financial Security Professionals list and is author of "Maximize the RedZone," a guide for business owners, as well as "The Great Wealth Erosion," "Manage Markets, Not Stocks" and "Investment Alchemy." He received the 2019 John Newton Russell Memorial Award for lifetime achievement in insurance.
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Bon Salle has more than 30 years of experience in areas that include the mortgage capital markets, and has served on the board at industry fintech Polly.
December 17
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Independent mortgage banks see value in utilizing AI to solve mundane tasks, but some are reluctant to go all in because of the tough market for originations.
December 17
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American Mortgage Network accused CCM of racketeering for running a "transition desk" to divert loans, claims a judge dismissed.
December 16
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The Texas Department of Savings and Mortgage Lending is requiring loan officers to notify borrowers if their contact information was obtained through trigger leads.
December 16
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Unlike some recent RMBS deals, both exclude riskier interest-only loans and those supporting investment properties.
December 16
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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With the growth in the use of government products, further increases in late payment rates over the coming year are likely, ICE Mortgage Technology said.
January 23
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As forbearance starts to rise due to the fires, servicers that have just gotten a respite from hurricanes recoveries will have to gear up again.
January 23
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Banks' AI deployments will now be supervised by states and the companies themselves, experts say.
January 23
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A Government Accountability Office report Thursday said emergency actions taken by federal regulators in the wake of Silicon Valley Bank's failure were justified and appear to have stemmed further disruption, but noted those actions could contribute to moral hazard.
January 23
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Scott Turner, President Trump's pick to head the U.S. Department of Housing and Urban Development, faced opposition from Democrats on the Senate Banking Committee, but his nomination was nonetheless approved by a vote of 13-11.
January 23
