Just days after announcing that United Wholesale Mortgage would be going public in the fourth quarter at a $16.1 billion valuation, CEO Mat Ishbia today unveiled a new tech tool that he claims will ...
Getting a foot in the door to acquire new clients can be a challenge for even the best advisers. Brian Appleton, host of online conference Insurance Agent Summit, recently field tested a new app that ...
Advanced trading has gone mobile. Here are some of NerdWallet’s picks for the best stock trading apps this year. Many, or all, of the products featured on this page are from our advertising partners ...