Financial Performance & Growth - Since Q1 2023, NewtekOne's book value/share has increased by 45% from $8.06 to $11.72[14] - Tangible common book value (TBV)/share has increased by 62% from $6.92 to $11.22 since Q1 2023[14] - NewtekOne has distributed $2.05 of common dividends/share over the eleven quarters since transitioning to a financial holding company[14] - The company's operating efficiency ratio has improved from over 70% in 2023 to 56.3% as of September 30, 2025[44] - Hypothetical $300 million loan pool generates $22.7 million of annual net interest income[84] Lending & Securitization - Approximately $850 million of originations across 180 loans in C&I loans held for sale since 2018[75] - The ALP securitization completed in April 2025 generates 570 bps of spread income after FV mark on securitization not including 100 bps of servicing income[75] - The advance rate for the 2026-1 securitization is 86%, with an ALP Loan Pool of $340 million[76] Newtek Advantage Platform - Newtek Bank has grown to $1.5 billion in assets (7x over three years) since acquisition[44] - The platform generates approximately 600 new referrals per day as a client acquisition tool[44] - In 2025, NewtekOne originated over $1.4 billion in loans[45]

SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Spencer W. Rand, CFP® and Michael J. Williams, CFP® of Rand, Williams & Associates, LLC have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $260 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Located on the Central Coast of California in Monterey, Williams and Rand each have over 20 years of exp ...

New York-based Nasdaq, Inc. (NDAQ) operates as a technology company that serves capital markets and other industries worldwide. Valued at $55.2 billion by market cap, the company provides trading, clearing, exchange technology, regulatory, securities listing, analysis, investing tools and guides, financial, and information services. The leading global technology company is expected to announce its fiscal fourth-quarter earnings for 2025 before the market opens on Thursday, Jan. 29. Ahead of the event, an ...

近日，《新华·国际金融中心发展指数（2025）》正式发布。指数显示，2025年国际金融中心城市总体 格局保持稳定，排名前十位的国际金融中心城市分别为：纽约、伦敦、上海、香港、新加坡、东京、北 京、深圳、巴黎、法兰克福。 国际金融中心作为金融要素的聚集地，具有金融市场完备、服务业高度密集和国际辐射力强等特征，发 挥着促进全球金融资源优化配置、推动全球金融秩序有序重构的重要作用。新华·国际金融中心发展指 数从金融市场、成长发展、产业支撑、服务水平、国家环境五个方面，构建科学、动态、开放的金融中 心评价体系，对45个样本城市进行动态监测，截至目前已连续发布十五年。 指数结果显示，2025年国际金融中心城市格局保持稳定，45个样本城市中有22座城市保持原有位次，纽 约、伦敦、上海前三的地位持续巩固，"引领级"城市格局与上年持平。从纵向变化看，本年度位次上升 幅度最大的是卢森堡、孟买、维也纳和罗马四座城市，均上升3位；位次下降幅度最大的是首尔和蒙特 利尔，均下降4位。 图2 新华·国际金融中 心发展指数前十名城市位次变化 图1 2025年新华·国际金融中心发展指数前十名城市 年10月24日国际货币基金组织发布的《亚太地 ...

LendingClub Corporation (NYSE:LC) is one of the best financial pure plays under $100 according to Hedge Funds. JPMorgan analyst Reginald Smith reaffirmed his stance on LendingClub Corporation (NYSE:LC) on December 4. The analyst reiterated an Overweight rating for the stock and raised his price target from $22 to $25. According to Smith’s revised estimates, the stock offers over 19% upside from the current level. conejota/Shutterstock.com Smith raised his price target for LendingClub Corporation (NYSE: ...

Piper Sandler downgraded NYSE:CWAN from Overweight to Neutral, yet the stock surged 8.13% following an $8.4 billion take-private deal announcement.Clearwater Analytics boasts a strong gross margin of 68.43%, indicating efficient revenue conversion into profit.The trading volume spiked to 99 million shares on the announcement day, significantly higher than the average, showing increased investor interest.Clearwater Analytics (NYSE:CWAN) is a company that provides software-as-a-service (SaaS) solutions for in ...

NEW YORK, Dec. 22, 2025 (GLOBE NEWSWIRE) -- Aether Holdings, Inc. (Nasdaq: ATHR) (“Aether” or the “Company”), an emerging financial technology holding company developing data-driven platforms and media assets for investors, today announced the purchase of a new corporate headquarters office in the Hudson Square area of downtown Manhattan. This purchase of the retail level space in Manhattan is expected to provide Aether with visibility in a neighborhood known as a financial and technology hub in New York Ci ...

New York, NY, Dec. 19, 2025 (GLOBE NEWSWIRE) -- Launchpad Cadenza Acquisition Corp I (the “Company”) announced today the closing of its initial public offering of 23,000,000 units, which includes 3,000,000 units issued pursuant to the exercise by the underwriters of their over-allotment option in full. The offering was priced at $10.00 per unit, resulting in gross proceeds of $230,000,000. The Company’s units began trading on December 18, 2025 on The Nasdaq Global Stock Market LLC (“Nasdaq”) under the ticke ...

新华财经北京12月18日电（记者翟卓、刘玉龙）《中国金融科技燃指数报告（2025）》（下称"报告"） 发布会于17日在国家金融与发展实验室正式举办。 金融科技燃指数项目执行负责人、中国社会科学院金融研究所金融科技研究室副研究员汪勇表示，从报 告看，人工智能产业具有"高投入、高增长"特征，相关企业全国布局呈"三足鼎立"态势，其中自然语言 处理类的企业发展势头最好。 据介绍，近年来人工智能企业数量持续增长、企业融资大幅提升，不过创新投入与产出效率仍不平衡。 报告显示，2011年-2024年，人工智能企业总数已由0.45万家增加到3.30万家，年均复合增长率超过 15%。近十年来，人工智能企业获得的风险投资次数大幅增长，平均研发人员数量稳步增长，不过研发 投入的专利产出效率呈下降趋势。 报告提到，2024年长三角、京津冀和粤港澳大湾区的人工智能企业数量已占到全部59个城市的 74%， 同时新专利申请数量位列前三，对风险资本的吸引力也最大，其中北京、上海、杭州、深圳人工智能企 业获风险投资次数最多。 值得一提的是，聚焦于优势技术方向正成为人工智能企业的鲜明标签。 "从报告看，专注于单一赛道的人工智能企业数量持续占据主 ...

Core Viewpoint - The introduction of the Doubao AI mobile assistant raises questions about its ability to bypass bank app identity verification, highlighting public concerns over the security of AI technology in financial applications [2][4]. Group 1: Technology and Functionality - The Doubao AI mobile assistant operates under a "dual authorization mechanism," requiring users to grant access within the bank app and confirm actions through biometric authentication [3]. - The AI assistant is designed to act as a highly authorized intermediary, similar to a trusted friend, needing explicit user consent to access sensitive information [2][3]. - The system employs end-to-end encryption for data transmission, ensuring that sensitive user information is protected and that the AI cannot store or access raw data [3]. Group 2: Security Concerns and Industry Response - Despite the current lack of significant security issues, the financial system's vulnerability to unauthorized external interventions necessitates cautious risk management [4]. - The Doubao AI assistant has limited its automation capabilities in critical financial scenarios, prompting banks to implement defensive measures, such as requiring users to disable the AI assistant before proceeding with transactions [4]. - The financial industry faces challenges in balancing user privacy, service experience, and the need for robust AI risk management frameworks [4][5]. Group 3: Future Directions and User Awareness - The demand for secure yet innovative financial services should not hinder technological advancements; banks are encouraged to adopt a layered control approach to manage AI-related risks effectively [5][6]. - Financial institutions can establish agreements with AI tool providers to define the scope of services and data transmission standards, ensuring a clear operational boundary [5][6]. - Users are advised to enhance their security awareness by carefully managing third-party access to their financial information and regularly reviewing authorization records [6].