The mortgage industry's digital transformation is revolutionizing the home buying experience and upending the status quo for lenders and servicers. The Digital Mortgage Conference is the premiere event exclusively dedicated to these developments, bringing over 1,500 professionals to Las Vegas on Sept. 17-18 for keynote speakers, panels and the main attraction: live product demos showcasing the latest mortgage innovations.
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Citizens' SVP and director of mortgage secondary and capital markets reflects on what her experience with past cycles suggests about where this one may be headed.
December 27
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H. Adam Holt is the co-founder and CEO of Asset-Map, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey and now used by thousands of advisors worldwide and over a million end-consumers.
He has been a financial advisor for over 25 years and is known for his early adoption of technology to build trend-setting client experiences.
December 27
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Readers clicked most on stories about what companies like Ally Bank and JPMorgan Chase are doing with artificial intelligence.
December 27
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India softens stance on payment regs; a Dutch neobank turns to gen AI; and more.
December 27
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Angela Nelson is the VP of operations and executive director of clinical services at RethinkCare.
December 27
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Greg Freeman is the founder and partner of
Wellington Wealth Strategies. He previously served as the founder and CEO of TrustWealth Strategies, which merged with the Wellington Group to form Wellington Wealth Strategies. Before founding TrustWealth, Greg solidified his reputation as a perennial Blue Chip and Top of Council producer for MassMutual. His experience includes a more than decade-long tenure as a partner and wealth advisor at WestPoint Financial Group.
December 27
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After a year marred by the biggest US bank failures since the 2008 financial crisis, the nation's largest lender is on familiar footing — scooping up a rival, reeling in its clients and minting record profits along the way.
December 27
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Joseph R. Matos is chief of communications, outreach & creative services for the Coalition Against Insurance Fraud.
December 27
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Katie Thomas, CPA, is the owner of
Leaders Online , which helps accounting and B2A (business to accounting) professionals increase their impact, influence and income through thought leadership and digital marketing.December 27
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Overall merger-and-acquisition activity proved modest across the banking sector, but several prominent deals were reached. Read on for details of the year's biggest transactions.
December 27
