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Financial Planning stories

Kaleidoscope warns finance teams over AI data risks
Software-as-a-Service

Kaleidoscope warns finance teams over AI data risks

Finance teams risk exposing sensitive data by using AI tools without clear retention and governance checks, Kaleidoscope says.

By Karen Joy Bacudo • 4 min read • Last month
OneStream launches Snowflake connector for finance data
Data Analytics

OneStream launches Snowflake connector for finance data

Poor data quality is forcing finance teams to seek more traceable inputs for AI and reporting as OneStream adds a Snowflake link.

By Karen Joy Bacudo • 3 min read • Last month
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 month
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 • Wed, 27th May 2026
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 • Wed, 27th May 2026

Stories from Other Regions

Financial Planning stories

Lucanet expands into Japan as ARR tops EUR €200 million
Software-as-a-Service

Lucanet expands into Japan as ARR tops EUR €200 million

The Berlin-headquartered group is targeting Japan's large mid-market as annual recurring revenue climbs past EUR €200 million.

By Karen Joy Bacudo • 4 min read • Last month
Allianz Retire+ launches AI assistant for advisers
Digital Transformation

Allianz Retire+ launches AI assistant for advisers

Financial advisers may soon get quicker answers on retirement income products as Allianz Retire+ tests Ada for compliant support.

By Sofiah Nichole Salivio • 4 min read • Last month
MYOB & Mastercard test AI payments for SMEs in Australia
Software-as-a-Service

MYOB & Mastercard test AI payments for SMEs in Australia

Small firms could ease cash flow pressure as the pilot lets owners set rules for paying bills, timing and payment methods.

By Karen Joy Bacudo • 4 min read • Last month
IG launches crypto trading app for Australian investors
Crypto

IG launches crypto trading app for Australian investors

Australian investors gain a mobile crypto platform as IG bets rising demand and new rules will draw mainstream savers into digital assets.

By Karen Joy Bacudo • 4 min read • Last month
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 • Last month
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 • Last month
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 • Last month
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 month
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 month
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 month
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 • Thu, 28th May 2026
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 • Wed, 27th May 2026
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 • Tue, 26th May 2026