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Financial Planning Stories - Page 3

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Financial Planning stories

Mastercard unveils AI 'Virtual C-Suite' for small firms
Data Analytics

Mastercard unveils AI 'Virtual C-Suite' for small firms

Mastercard launches its Virtual C-Suite AI agents, starting with a Virtual CFO, to give small firms automated executive-style insights.

By Karen Joy Bacudo • 4 min read • Thu, 12th Mar 2026
Xero adds AI analytics & cash flow forecasting in ANZ
Data Analytics

Xero adds AI analytics & cash flow forecasting in ANZ

Xero launches AI-driven analytics and cash flow forecasting in ANZ, aiming to help small firms anticipate shocks and plan with richer data.

By Karen Joy Bacudo • 5 min read • Wed, 11th Mar 2026
Distributors stockpile as Phocas flags planning gaps
Data Analytics

Distributors stockpile as Phocas flags planning gaps

Distributors stockpile more inventory as a Phocas report warns planning gaps and data limits are raising costs and operational complexity.

By Karen Joy Bacudo • 4 min read • Sat, 7th Mar 2026
LivTech strengthens leadership for senior care growth
Software-as-a-Service

LivTech strengthens leadership for senior care growth

LivTech hires Ron Kozlin as CFO and Andrew Goode as VP of Development to steer its fast-growing senior care software business.

By Karen Joy Bacudo • 3 min read • Thu, 5th Mar 2026
Financial justice starts with knowledge: Why women's financial wellbeing must be our priority
Human Capital Management

Financial justice starts with knowledge: Why women's financial wellbeing must be our priority

On International Women's Day 2026, Give to Gain calls for women's financial knowledge and autonomy to be treated as a fundamental right.

By Clair Staines • 3 min read • Tue, 3rd Mar 2026
KnowBe4 appoints Yuneeb Khan as Chief Financial Officer
Data Protection

KnowBe4 appoints Yuneeb Khan as Chief Financial Officer

KnowBe4 names Yuneeb Khan CFO to steer global finances as it sharpens focus on human and agentic AI risk in cyber security.

By Joseph Gabriel Lagonsin • 3 min read • Fri, 20th Feb 2026

Stories from Other Regions

Financial Planning stories

PWL Capital selects d1g1t for wealth tech overhaul
Software-as-a-Service

PWL Capital selects d1g1t for wealth tech overhaul

PWL Capital taps d1g1t to replace spreadsheets with a bilingual, API-driven wealth platform for its USD $7 billion advisory business.

By Karen Joy Bacudo • 4 min read • Thu, 19th Mar 2026
Xero outlines smoother NZ year-end workflow for firms
Software-as-a-Service

Xero outlines smoother NZ year-end workflow for firms

Xero unveils an automated year-end workflow for NZ accountants, cutting manual rollovers and sharpening reconciliation and client reviews.

By Karen Joy Bacudo • 4 min read • Thu, 12th Mar 2026
IMP Software launches MAT-first unified finance platform
Software-as-a-Service

IMP Software launches MAT-first unified finance platform

IMP Software has unveiled IMP Finance, a MAT-first unified platform aiming to streamline budgeting, purchasing, workforce planning and finance.

By Kaleah Salmon • 4 min read • Wed, 11th Mar 2026
Robinhood unveils family hub, trusts & platinum card
Wearables

Robinhood unveils family hub, trusts & platinum card

Robinhood launches a family finance hub, custodial and trust accounts, plus an invite-only platinum card with elite cashback rewards.

By Karen Joy Bacudo • 5 min read • Tue, 10th Mar 2026
Two-thirds of UK digital investors risk locked assets
Digital Transformation

Two-thirds of UK digital investors risk locked assets

Two-thirds of UK digital investors risk locking away wealth, as most leave no clear instructions for others to access online assets.

By Karen Joy Bacudo • 4 min read • Fri, 6th Mar 2026
Why women must be at the agentic AI table
Digital Transformation

Why women must be at the agentic AI table

Women must help design agentic AI in Asian banking, or tech will hardwire old gender biases into the financial systems of the future.

By Violet Chung • 5 min read • Fri, 6th Mar 2026
SMEs bullish on growth but stuck in strategic advice gap
Risk & Compliance

SMEs bullish on growth but stuck in strategic advice gap

Australian SMEs are upbeat on 2026 growth but say they are “flying blind”, lacking strategic advisers and facing a sharp regional advice gap.

By Karen Joy Bacudo • 4 min read • Fri, 6th Mar 2026
Women's wealth 2026: Closing the gap between rich and wealthy
Financial Systems

Women's wealth 2026: Closing the gap between rich and wealthy

High-earning women are being urged to shift from income focus to structured, automated wealth-building to secure true financial independence.

By Jess Hargreaves • 4 min read • Wed, 4th Mar 2026
AI literacy demand surges in Singapore amid skills gap
Unified Communications

AI literacy demand surges in Singapore amid skills gap

AI literacy demand in Singapore has surged over 70%, but 41% of workers feel unready for rapid tech change reshaping core job skills.

By Mark Tarre • 4 min read • Thu, 26th Feb 2026
Aware Super launches digital tool to boost retiree income
Fintech

Aware Super launches digital tool to boost retiree income

Aware Super rolls out Retirement Manager tool after a pilot saw retirees choosing higher incomes above the minimum pension drawdown rate.

By Mark Tarre • 4 min read • Thu, 26th Feb 2026
Kubus expands leadership to drive five year growth plan
Firewalls

Kubus expands leadership to drive five year growth plan

Kubus reshapes senior leadership, appointing new heads across finance, operations and revenue to fuel a five-year global growth drive.

By Sofiah Nichole Salivio • 4 min read • Thu, 26th Feb 2026
Selfwealth by Syfe relaunches app with auto-invest tool
Fintech

Selfwealth by Syfe relaunches app with auto-invest tool

Selfwealth by Syfe relaunches its app in Australia with an auto-invest tool, helping 130,000 users make disciplined, scheduled investments.

By Sean Mitchell • 4 min read • Mon, 23rd Feb 2026