Category : Finance

Finance News

Chelsea Gilstrap Joins Wealth Planning by Bob Chitrathorn at Cetera, Mission to Build the Next Generation of Advisors

EIN Presswire
Strengthening a shared vision of mentorship, growth, and innovation within the financial advisory profession Wealth Planning by Bob Chitrathorn announced that Chelsea Gilstrap has officially joined the firm at Cetera, marking a strategic step forward in its mission to develop a new class of financial advisors equipped to serve families with......
Finance Fintech News

ZeroBeta Brings Institutional-Grade Risk and Collateral Analytics to Ownera’s SuperApps Platform

EIN Presswire
Portfolio management, secured financing, and staking now available as production-ready applications within Ownera’s institutional network ZeroBeta, a fintech firm specializing in high-performance risk and market data infrastructure for capital markets, announced that three applications from its BlueShift platform are now available on Ownera’s SuperApps Platform: Portfolio Manager, Borrowing & Lending,......
Artificial Intelligence Finance News

Xero and Anthropic Collaborate to Bring AI-Powered Financial Intelligence to Millions of Small Businesses

Business Wire
Multi-year deal to bring Claude into Xero and Xero financial data into Claude.ai — continuously monitoring financials, surfacing insights, and recommending actions Xero teams adopt Claude Code and Cowork to accelerate product development Xero , the global small business platform, and Anthropic, the company behind Claude, announced a multi-year partnership......
Banking Finance News

Wells Fargo Reaches Major Digital Milestones

Business Wire
Customers embrace mobile and AI-powered banking Wells Fargo announced significant milestones in its digital transformation, underscoring growing customer adoption of its mobile banking platform and AI‑powered virtual assistant, Fargo®. Fargo has now supported customers through more than 1 billion interactions – achieved in less than three years since its launch.......
Banking Finance News

SoFi Expands Loan Platform Business with Multiple New Agreements Totaling Over $3.6 Billion

Business Wire
Deals with a leading global bank, a top-five global asset manager, and a financial services and insurance group add over $3.6 billion in expected personal loan funding. SoFi Technologies, Inc. announced the expansion of its Loan Platform Business (LPB), committing over $3.6 billion in personal loan delivery across three new......
Finance Investments News

A New World Order is Rewriting Markets, Finds Annual Report from New York Life Investment Management

Business Wire
End of “peace dividend” and rise of great power competition are forcing investors to rethink portfolios The Global Market Strategy team at New York Life Investment Management, released their annual geopolitical risk report for 2026, “Geopolitical risk in a shifting world order,” finding that a fundamental transformation in the global......
Finance Investments News

ARK Invest Adopts Kalshi to Better Inform Investors

Business Wire
Cathie Wood’s investment firm will use Kalshi data to inform investment strategy and request new markets ARK Invest, an investment adviser focused solely on disruptive innovation, and Kalshi, the world’s largest prediction market, announced a collaboration to spearhead institutional adoption of prediction markets as a new layer of analytical insight......
Banking Finance News

Krug Promoted to Executive Vice President and Enterprise Operations Executive

Business Wire
The Banner Bank leadership team announces the promotion of Jennifer Krug to Executive Vice President and Enterprise Operations Executive. In this role, Krug will continue leading the Bank’s enterprise operations, supporting strong execution, operational excellence, and scalable infrastructure aligned with Banner’s long-term strategic objectives. Read More on Fintech : Global Fintech Interview......
Analytics Artificial Intelligence Banking Digital Payments Featured Finance Fintech Investments Lending

Global FinTech And The Rise Of Alternative Lending Models

Fintech Staff Writer
For years, traditional lending models were the most common way to borrow money around the world. Banks and other established credit institutions were the main sources of money for people and businesses. These systems were based on set procedures, strict credit rules, and a single point of decision-making. They gave......
Banking Finance News

Extend Brings Better Expense Solutions to A Bank Near You

Business Wire
New support for Sage Intacct, Xero, and MS Dynamics 365 Business Central strengthens Extend’s “bring your own card” approach, connecting business card programs to the general ledger. Extend, an AI-powered spend and expense management platform, announced new support for Sage Intacct, Xero, and Microsoft Dynamics 365 Business Central, further expanding......
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