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Retirement
fromwww.housingwire.com
8 months ago

Financial planner shares journey to understand reverse mortgages

Rachel Gustafson shifted her perspective on reverse mortgages, now recommending them selectively after extensive research and conversations with specialists.
from24/7 Wall St.
8 months ago

My financial advisor took 40% of my gains. Time to move on?

If you're uncomfortable with your financial advisor's fees, it may be time to have a talk or find someone new.
Retirement
Boston real estate
fromwww.housingwire.com
8 months ago

Mortgage rate volatility is forcing lenders to act faster than ever

Mortgage application activity surged early in April despite rates hanging above 6.7%.
Pre-application readiness is vital for clients to capitalize on potential interest rate dips.
Navigating mortgage rates requires balancing current opportunities with future expectations.
fromwww.cbc.ca
10 months ago

Ontario financial advisor charged in $1.8M fraud investigation | CBC News

The Ontario Provincial Police have charged a financial advisor with defrauding clients and uttering forged documents following a lengthy investigation into alleged theft exceeding $1.8 million.
Toronto startup
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