- 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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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
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A year after the transaction was announced, and 11 months' post-cancellation, an AI-driven answer to a search engine query said the deal was completed.
June 16
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Opposition is growing to the Trump administration's efforts to roll back fair lending requirements for lenders imposed by Biden-era prosecutors.
June 16
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A survey from Redfin reveals that Americans are unsure about how President Trump's policies will affect home prices.
June 16
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The National Fair Housing Alliance accuses the department of using inaccurate statistics to justify deep cuts to fair housing programs
June 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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Rhode Island home sellers would see a conveyance tax rise 63%, and owners of million-dollar properties would pay an additional levy if the budget is signed into law.
June 24
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A new House vote brings long-awaited privacy protections for homebuyers one step from reality. See what still needs to happen.
June 23
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The Federal Reserve is the latest bank regulator to purge reputational considerations from its supervisory materials.
June 23
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Although credit bureaus have collected this data for three years, it's only now being factored into assessments of consumer creditworthiness.
June 23
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Following strikes on nuclear sites, the U.S. warned of a heightened threat environment. Here's how Iran has targeted American banks in the past.
June 23
