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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
Homebuyers grow more confident as AI tools gain ground
Artificial Intelligence

Homebuyers grow more confident as AI tools gain ground

Prospective buyers are increasingly using AI and other digital tools to navigate an unsettled housing market, with 59% feeling more confident than a year ago.

By Sofiah Nichole Salivio • 3 min read • Last month
KPMG finds finance AI use rises to 75% on governance
Digital Transformation

KPMG finds finance AI use rises to 75% on governance

Assurance-ready firms are pulling ahead as finance teams face rising scrutiny over AI results, with active use now at 75% globally.

By Sean Mitchell • 4 min read • Last month

Global Stories

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 • 3 days ago
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 week
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 week
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

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 • 4 days ago
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 • 5 days ago
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 week
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 week
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 week
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 week
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
Raise buys GreenLife Insurance Broking for India push
Digital Transformation

Raise buys GreenLife Insurance Broking for India push

It gives Raise a foothold in India's fragmented insurance market as the group aims to expand beyond investing and trading products.

By Sean Mitchell • 4 min read • Last month
Bossit launches Start-up Navigator for NZ small firms
Fintech

Bossit launches Start-up Navigator for NZ small firms

Early-stage founders in New Zealand are being offered step-by-step help on tax, branding and cashflow as Bossit targets stronger business survival.

By Joseph Gabriel Lagonsin • 3 min read • Last month