Financial Planning stories

Aware Super wins adviser-ready accreditation as client numbers via independent financial planners nearly double and digital support is upgraded.

SLR deepens its digital climate analytics offer with the acquisitions of Planetrics and ClimSystems, targeting asset-level risk modelling.

Xero to embed Anthropic's Claude across accounting tools as JAX gains automation for cash flow, invoices and scenario analysis.

Aware Super broadens free online wills offer to all members as fund uses estate planning to nudge Australians towards wider retirement planning.

Anaplan unveils AI-driven planning tools and 12 apps to speed scenario modelling and embed governed automation across core business functions.

Nearly half of Asia-Pacific mid-sized firms shun working capital tools, even as CFOs demand faster, simpler digital funding solutions.

Australian fintech Vivi unveils AI-native money platform on Pismo with Visa debit card, FX features and high-interest savings tools.

Blue Yonder expands agentic AI and mobile apps across supply chains, embedding role-based agents from planning to customer service.

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

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

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

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

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

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

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

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

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

Stratus Consulting Group sweeps top honours at the 2025 MYOB Acumatica Partner Awards, leading a strong field of ANZ partners in Melbourne.

CFOs shift from hiring to hardware, funnelling bigger budgets into tech, AI and sales while HR, headcount and pay growth lose momentum.

Revolut passes 1m Australian customers and vows nearly AUD $400m investment, stepping up its challenge to local digital banking rivals.