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Financial Planning stories

inDrive names Abhey Lamba as Chief Financial Officer
Cisco

inDrive names Abhey Lamba as Chief Financial Officer

As inDrive expands beyond ride-hailing, the new Chief Financial Officer will steer finance after gross bookings rose 30% to USD $6.4 billion.

By Sofiah Nichole Salivio • 4 min read • Last week
Xero Cash Flow Manager projects short-term cash moves
Data Analytics

Xero Cash Flow Manager projects short-term cash moves

Businesses can now test near-term liquidity without changing the ledger, as Xero's new planner uses bank history and manual entries to forecast cash.

By Karen Joy Bacudo • 6 min read • Last month
MODLR wins BSI security certification for its platform
Data Protection

MODLR wins BSI security certification for its platform

The certification should ease procurement concerns for finance teams handling sensitive planning data, as buyers demand tougher proof of security controls.

By Sofiah Nichole Salivio • 3 min read • Last month
Ledn sees Bitcoin loans market hitting USD $1 trillion
Crypto

Ledn sees Bitcoin loans market hitting USD $1 trillion

Survey data suggest trust, not demand, is the main hurdle as Bitcoin-backed consumer lending expands from a USD $3 billion base.

By Joseph Gabriel Lagonsin • 4 min read • Last month
Merchmix launches retail operating system for stock
Digital Transformation

Merchmix launches retail operating system for stock

Retailers facing stock and margin pressure get a live planning system aimed at cutting spreadsheet sprawl and speeding decisions.

By Sofiah Nichole Salivio • 4 min read • Last month

Stories from Other Regions

Financial Planning stories

Xynon launches AI onboarding tool for advice firms
Data Protection

Xynon launches AI onboarding tool for advice firms

The tool aims to cut paperwork before advisers charge fees, as Australia's financial advice sector shrinks and compliance burdens mount.

By Mark Tarre • 4 min read • Yesterday
SoFi launches AI Coach for members' financial guidance
Data Protection

SoFi launches AI Coach for members' financial guidance

Available first to premium members, the chat-based tool lets users manage spending, debt and savings inside the app as AI finance rivals multiply.

By Karen Joy Bacudo • 4 min read • 3 days ago
UK advisers see surge in younger clients, survey finds
Digital Transformation

UK advisers see surge in younger clients, survey finds

Most UK financial advisers are now serving younger investors, but fragmented software is adding hours of admin each week.

By Sofiah Nichole Salivio • 4 min read • 3 days ago
OneAdvanced adds AI tools to IQ for regulated sectors
Software-as-a-Service

OneAdvanced adds AI tools to IQ for regulated sectors

Customers in regulated sectors can now access AI workflow and compliance tools as OneAdvanced expands its IQ platform across six markets.

By Mark Tarre • 3 min read • Last week
CIMA backs skills report but urges finance training
Data Analytics

CIMA backs skills report but urges finance training

The warning follows fresh questions over the loss of Level 7 apprenticeships, which CIMA says could weaken UK finance training and recruitment.

By Karen Joy Bacudo • 5 min read • Last week
The rise of the strategic stock-up shopper
eCommerce

The rise of the strategic stock-up shopper

Sales events are now planning windows for households, with 70% of Australian adults bulk-buying at least one category, a survey shows.

By Brendan Straw • 4 min read • Last week
Financial planning firms boost technology spending
Data Analytics

Financial planning firms boost technology spending

The shift comes as 42% of firms use tech spend to cope with growth and regulation, up from 35% in the previous survey.

By Karen Joy Bacudo • 4 min read • Last month
Gen Z investing confidence gap hits young Australians
Fintech

Gen Z investing confidence gap hits young Australians

Only 5 per cent of 15-to-24-year-olds feel confident investing, as new research shows most young Australians want help starting.

By Sean Mitchell • 4 min read • Last month
TermPlus expands fixed-term accounts for SMSF investors
Inflation

TermPlus expands fixed-term accounts for SMSF investors

SMSF trustees hunting income are being offered higher target returns as TermPlus taps stronger demand for fixed-term private credit accounts.

By Karen Joy Bacudo • 4 min read • Last month
Wealthsimple expands into household & business banking
Small Business

Wealthsimple expands into household & business banking

Customers will soon be able to manage savings, spending and borrowing for family and business in one place as the firm broadens beyond investing.

By Karen Joy Bacudo • 4 min read • Last month
UK SMEs leave cash in current accounts, survey finds
Fintech

UK SMEs leave cash in current accounts, survey finds

Many firms are foregoing interest and leaving surplus funds idle, as 64% of UK SMEs keep some or all cash reserves in current accounts.

By Karen Joy Bacudo • 4 min read • Last month
Workplace financial benefits boost retention, survey finds
Human Capital Management

Workplace financial benefits boost retention, survey finds

Financial stress is now hitting productivity and loyalty, with 91% of workers saying tailored benefits could sway them to change jobs.

By Karen Joy Bacudo • 4 min read • Last month
ChatGPT adds Plaid-linked personal finance preview
Data Protection

ChatGPT adds Plaid-linked personal finance preview

Users can now ask ChatGPT about their own spending and savings after OpenAI added a Plaid-linked finance preview for US Pro subscribers.

By Karen Joy Bacudo • 4 min read • Last month