- Sep 16-17, 2025|San Diego, CA
Kurt Schacht is the executive director of the CFA Institute Systemic Risk Council. During his tenure he has overseen CFA Institute's global policy research, standards and government relations in New York, London, Brussels and Hong Kong. He managed the activities of the Global Investment Performance Standards, the CFA Institute Asset Manager Code and the Financial Analysts Journal.
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Several large banks are deploying agentic AI. There's a big difference between managing people and managing AI agents.
July 10 -
The New Hampshire congresswoman promised new investigations into scam drivers, including AI and digital payment platforms.
July 10 -
The 30-year fixed mortgage rate rose for the first time in six weeks, driven by Friday's strong jobs report and renewed uncertainty around tariffs.
July 10 -
Deepfakes and phishing attacks are just some of the ways criminals are harnessing AI to scam homebuyers, say security experts.
July 10 -
A team of 16 joining Union Home Mortgage's Cincinnati branch closed 996 units and funded more than $260 million in 2024.
July 10
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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New limits for forward commitments add to indications the secondary mortgage market is watching builder partnerships with home lenders closely.
July 14 -
A federal judge in Texas dismissed the Consumer Financial Protection Bureau's medical debt rule and prohibited states from passing their own laws prohibiting medical debt on credit reports.
July 11 -
Dr. Mark Calabria takes on the additional role of chief statistician of the United States; retired Ally Bank executive Diane Morais has joined First Citizens Bancshares' board of directors; MainStreet Bank has promoted Alex Vari to chief financial officer; and more in this week's banking news roundup.
July 11 -
The Senate passed a bipartisan bill that would provide tax-filing relief for taxpayers in states that have issued state-level disaster declarations, sending the bill to President Trump for his signature.
July 11 -
While refinances are behind the latest increases, the pace of purchase activity may be a stronger indicator of where the housing market sits.
July 11