- Sep 16-17, 2025|San Diego, CA
Karl Roessner is CEO of Vestmark, a wealth management software and service provider.
Prior to joining Vestmark, he served as CEO of Lefteris Acquisition Corporation, a special purpose acquisition company focused on the fintech arena. Previously, he served as the CEO and a member of the Board of Directors of E*Trade.
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The publicly traded firm said it anticipates more deals after making its first loan to a developer for $32.7 million, which will support 156 homes in Houston.
June 4
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Securitizations are breaking new ground and whole loan investors have been active as nonbanks increasingly originate and sell second lien products.
June 4
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The Treasury market experienced unexpected volatility in April after President Trump announced sweeping tariffs, but recovered after the moves were delayed. Some see that as proof of resilience in the market, but others say it highlights vulnerabilities.
June 4
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The San Francisco-based bank was long hamstrung by a regulatory order that kept it under $1.95 trillion of assets. Now Wells can hit the gas on business lines it had kept idle.
June 3
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The software firm will employ Wolters Kluwer's technology that allow it to offer hybrid closings as well as remote online notarizations through its platform.
June 3
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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Housing permits fell for the fourth consecutive month as builders pull back on construction amid high costs and uncertain demand.
June 17
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The Mortgage Bankers Association chief thinks the move could fit in with regulatory goals, and it's getting pushback like an earlier version of the concept did.
June 17
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Even before January's fires in Los Angeles, change-of-address data shows residential moves based on fire risks and insurance availability.
June 16
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Plaintiff Jason Morano argues that his suit forced Rocket and Redfin to release information that helped shareholders make an informed decision on the merger.
June 16
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After steering his former companies through turmoil, Martell will again attempt to turn fortunes around for a firm under regulatory and legal scrutiny.
June 16
