Fairway Home Mortgage rehires Jeff Gilmore, Matt Gray team

Moving can be an incredibly stressful experience —whether it’s the advisor or the client on the move. Processing Content Advisors have their own version of packing boxes and change-of-address forms: repapering client accounts after a firm switch, or scrambling to find a locally licensed attorney when a client relocates. Both processes have long meant redoing…

Osaic has been hit with a class action suit claiming the firm put its own profits ahead of customers in how it has handled its various cash sweep programs. In the suit filed in Arizona federal court, Osaic customers Robin Nackman and Douglas Whittaker accused Osaic of a “dramatic underpayment of interest” to their customers,…

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For many young earners, a savings account is the parking lot for income. While it is touted as a haven, it can quietly leak money through maintenance fees, service charges and penalties. The situation many face is the dormancy trap: Having small amounts scattered across old salary accounts that eventually are eaten up by non-maintenance…

Brokers and mortgage agents should take the time to familiarize themselves with the best ways to maximize their visibility and trust, he said, a pursuit that can take some time to achieve – but bring real results. “Take the questions clients ask you every week, publish a clear answer to each one using the question…