- Sep 16-17, 2025|San Diego, CA
Daniel Fagan, MSPFP, MPA, AIF, is managing partner at Radiant Wealth Management, an independent firm in Connecticut specializing in financial planning for academics, physicians and high net worth families.
He previously spent 17 years at TIAA advising faculty at top universities including Yale, UConn, Wesleyan and other leading institutions.
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Effective March 18, the department is retracting eligibility for non-citizens, it announced.
March 21
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These mortgages held by low credit score borrowers, made up 90% of the rise in the number of loans 30 days or more late on payments, ICE Mortgage Tech said.
March 21
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The Federal Reserve governor voted against the decision to slow the pace of balance sheet reduction earlier this week, preferring to allow the current pace of reduction.
March 21
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While ending mandated consumer rights, lenders can still ask for a reconsideration of value on FHA loans; plus, fair lending laws still apply in these cases.
March 21
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The institution has been downsizing its portfolio to address deposit runoff as it has shed fintech exposures and worked to gain release from a consent order.
March 21
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 move comes three months after Katie Sweeney, former BAC CEO, announced she would be stepping into an executive advocacy role for Rocket's Pro channel.
April 9
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Lenders and borrowers have taken advantage of the dips in interest rates, but the industry has long-warned of pain for players like home builders.
April 9
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Congressional Review Act resolutions to nullify the Consumer Financial Protection Bureau's overdraft and larger participant rules now go to President Trump for his signature.
April 9
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President Trump placed a 90-day pause on most of his sweeping tariff package, but for banks and other financial market participants, the threat of volatility remains.
April 9 -
A federal appeals court panel seemed open to accommodating the Trump administration by putting some conditions on a preliminary injunction that has blocked it from reductions in force at the Consumer Financial Protection Bureau.
April 9
