Newrez Launches Rezi Mortgage Assistant in ChatGPT for Lender-Specific Guidance
Newrez, a leading homeownership company, announced the launch of Rezi Mortgage Assistant, making Newrez the first major mortgage lender with an AI-powered, consumer-facing mortgage guide built directly into ChatGPT. Designed around how today’s borrowers search for answers, the custom GPT delivers…
Citizens Strengthens Workforce to Boost Investment in Massachusetts Communities
First-of-its-kind early childhood educator training highlights broader investments in workforce development and financial education paired with colleague volunteerism to deliver statewide impact. Citizens announced a series of community investments across Massachusetts focused on strengthening the workforce, beginning with early childhood…
Rockefeller Capital Management Names Anousheh Ansari to Board of Directors
Rockefeller Capital Management (“Rockefeller” or “the firm”) announced the appointment of Anousheh Ansari to the firm’s Board of Directors. Ms. Ansari is a globally respected entrepreneur and technology leader whose career has been defined by building, scaling, and governing organizations…
MFS Investment Grade Municipal Trust Reports Preliminary Tender Offer Results
MFS® Investment Grade Municipal Trust (the “Fund”) (NYSE: CXH) announced today that its tender offer for 4,099,610 shares of the Fund’s outstanding common shares (the “Shares”), representing approximately 50% of the Fund’s outstanding shares, expired at 5:00 P.M., Eastern Time,…
Intuit Unveils New Growth Phase for Mid-Market Businesses Using Data and AI to Accelerate Profitable Decision-Making
AI-Native ERP, Intuit Enterprise Suite, is a command center for modern finance teams, bringing together financial and operational data all in one place New multi-entity close automation, dimensional reporting capabilities, construction industry enhancements, and an integrated Human Capital Management solution…
PSQ Holdings Applauds OCC Debanking Guidance as Progress Toward Fair Financial Access for Lawful U.S. Businesses
The company’s mission and merchant base were built on the very problem regulators are now addressing PSQ Holdings, Inc. (NYSE: PSQH), a payments and financial infrastructure company purpose-built to serve merchants in both underserved and highly regulated markets, today issued…
KBW Adds Pathward Financial to Its 2026 Bank Honor Roll
Financial services specialists, Keefe, Bruyette & Woods, Inc. (“KBW”), announced its 2026 Bank Honor Roll Award winners, and Pathward Financial, Inc. (“Pathward Financial” or “the Company”) (Nasdaq: CASH), the financial holding company for Pathward®, N.A. (“Pathward”), is among the 17 U.S. banking…
William Mills Agency Releases Report on U.S. Mobile Banking Market Share
Data from FI Navigator highlights shifting market dynamics among leading solution providers William Mills Agency, a leading fintech public relations and marketing firm, and FI Navigator, the banking vertical’s data analytics leader, have published an infographic detailing the U.S. bank mobile…
AlTi Global, Inc. Reports First Quarter 2026 Financial Results
AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi” or the “Company”), a leading independent global wealth manager with $90 billion in assets, today announced financial results for the first quarter ended March 31, 2026. A presentation of the Company’s results for the…
AM Best Reviews Ohio Bar Liability Insurance Company Credit Ratings After Planned Merger With ALPS Property & Casualty Insurance Company
AM Best has commented that the Credit Ratings (ratings) of Ohio Bar Liability Insurance Company (OBLIC) (Columbus, OH) remain unchanged following the announcement that The Ohio State Bar Association (OSBA) and ALPS Property & Casualty Insurance Company (ALPS) have entered into…
Morgan Stanley Sustainable Signals Survey Finds Companies Advancing Sustainability Efforts but at a Slower
Globally, over 90% of sustainability leaders say their companies continue to execute on their sustainability strategies yet fewer believe they are meeting or exceeding expectations than in 2025, according to a new “Sustainable Signals” report by the Morgan Stanley Institute for…
Piper Sandler Expands Fixed Income Platform with New Distressed Debt and Special Assets Group
Industry veterans John Mori and Eric Friel to lead new group Piper Sandler Companies (NYSE: PIPR), a leading investment bank, is pleased to announce the additions of John Mori and Eric Friel as managing directors to lead a new group that will focus on distressed…