Adam Cox led the wealth management division of a regional bank for 10 years. His lack of an ownership stake in the business he'd spent so much time building eventually drove him to seek independence.

A consulting and M&A advisory firm presented six prospective sellers to 17 buyers, with striking results for any advisory teams tapping into a frothy M&A market.

The annual Diamond Consultants advisor transition tracking study identified the winners and losers of 2025. But it also noted how quickly things can change.

The addition of HELOCs at SoFi comes alongside the launch of a new advisory group, as the company heightens its focus on real estate lending.

The Chicago-based homeowners received a $41,000 check to pay down a portion of their existing mortgage, freeing them from the lock-in effect, DREAM product provider Takara said.

Some litigants are "knuckleheads" but others are real threats, and well-pleaded cases can easily cost companies millions of dollars, TCPA attorney Eric Troutman said.

A bank's regulatory posture is no longer fully within its own control. When a critical vendor becomes subject to new supervisory expectations, the bank's risk profile changes regardless of anything the bank itself has done.

First Citizens finally pulls the plug on the failed bank it acquired in 2023. Also, prediction markets are keeping regulators and lawyers busy.

Portable mortgages are an interesting idea in theory, and might work well, if underwritten properly. But making existing mortgages portable on a retroactive basis would be both unworkable and unfair.