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Financial Planning Stories

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Financial Planning stories

AI could add AUD $4.8bn to small accounting sector
Digital Transformation

AI could add AUD $4.8bn to small accounting sector

Labour shortages and rising client demands could be eased if more firms adopt AI, MYOB says, boosting annual revenue by AUD $4.8 billion.

By Karen Joy Bacudo • 5 min read • Last month

Global Stories

Financial Planning stories

AccountsIQ ties up with Abacum on finance planning
Software-as-a-Service

AccountsIQ ties up with Abacum on finance planning

Mid-market finance teams could cut manual uploads and spreadsheet handovers as actuals flow directly from accounting into planning software.

By Joseph Gabriel Lagonsin • 4 min read • This month
Verda names Mikko Einiö as Chief Financial Officer
Data centers

Verda names Mikko Einiö as Chief Financial Officer

The hire comes as the AI cloud group races to fund rapid international expansion after lifting its annualised revenue run rate to USD $120 million.

By Sofiah Nichole Salivio • 3 min read • This month
Oportun launches Smart Bills to help users save for bills
Fintech

Oportun launches Smart Bills to help users save for bills

The new tool steers cash towards rent, utilities and other recurring costs, with early users already setting aside more than USD $14 million.

By Karen Joy Bacudo • 4 min read • This month
Aventur partners with GayWealth on LGBT+ advice gap
Fintech

Aventur partners with GayWealth on LGBT+ advice gap

LGBT+ households facing mortgage and retirement hurdles will gain regulated advice through a new venture aimed at closing a long-standing gap.

By Sofiah Nichole Salivio • 4 min read • Last month
SAP, Google Cloud expand zero-copy data access for BigQuery
Data Analytics

SAP, Google Cloud expand zero-copy data access for BigQuery

Businesses can now query live SAP data in BigQuery without replication, cutting storage overhead and speeding analytics and AI projects.

By Sean Mitchell • 6 min read • Last month
Sphera appoints Colleen Prifogle as Chief Financial Officer
Supply Chain

Sphera appoints Colleen Prifogle as Chief Financial Officer

The software group is sharpening financial oversight as it expands its leadership team and pushes further into international growth.

By Sofiah Nichole Salivio • 3 min read • Last month

Stories from Other Regions

Financial Planning stories

AdvisorFinder launches AI visibility tool for advisers
Data Analytics

AdvisorFinder launches AI visibility tool for advisers

Financial advisers risk being overlooked as clients increasingly use generative AI and search engines to pick firms, the company says.

By Karen Joy Bacudo • 4 min read • 4 days ago
DriveWealth & IOL launch digital private banking in Uruguay
Digital Transformation

DriveWealth & IOL launch digital private banking in Uruguay

Affluent Uruguayan investors can now access global markets through a single app, as IOL Privé combines advice, planning and trading.

By Karen Joy Bacudo • 3 min read • 6 days ago
FE fundinfo boosts Nexus for advisers with AI tools
Software-as-a-Service

FE fundinfo boosts Nexus for advisers with AI tools

Advisers could save hours a week as FE fundinfo adds AI research, modelling and reporting tools to its Nexus platform.

By Karen Joy Bacudo • 4 min read • Last week
SEI adds Zocks AI assistant to adviser services ecosystem
Customer Relationship Management

SEI adds Zocks AI assistant to adviser services ecosystem

Advisers could see less admin and quicker follow-up as SEI widens its AI toolkit with software that turns client meetings into records and tasks.

By Joseph Gabriel Lagonsin • 3 min read • Last week
DeepVest launches MonitorLab for adviser market alerts
Fintech

DeepVest launches MonitorLab for adviser market alerts

Financial advisers could miss market moves without a system like MonitorLab, which tracks portfolios and signals in real time.

By Karen Joy Bacudo • 4 min read • Last week
Why disconnected data is quietly holding Canadian business back
Manufacturing

Why disconnected data is quietly holding Canadian business back

Disconnected systems are slowing decisions, masking costs and forcing Canadian firms to reconcile data manually before they can trust it.

By Dan Miller • 5 min read • Last week
Intuit partners College Board on free finance resources
Small Business

Intuit partners College Board on free finance resources

More US high school students will get classroom finance lessons as free Intuit materials are folded into a new AP course.

By Karen Joy Bacudo • 4 min read • Last month
Zocks launches AI scheduling for financial advisers
Customer Relationship Management

Zocks launches AI scheduling for financial advisers

Advisers could cut admin as the new feature links bookings with client records, meeting prep and follow-up across one workflow.

By Karen Joy Bacudo • 3 min read • Last month
Vena acquires Morpheo AI to boost finance planning
Software-as-a-Service

Vena acquires Morpheo AI to boost finance planning

The deal bolsters Vena's push to cut decision delays for finance teams by adding data tools that underpin its Vena Omega layer.

By Karen Joy Bacudo • 4 min read • Last month
businesses risk failures from misunderstood AI outputs
Software-as-a-Service

businesses risk failures from misunderstood AI outputs

Executives may face costly missteps as persuasive AI forecasts spread faster than their ability to test the assumptions behind them.

By Sofiah Nichole Salivio • 6 min read • Last month