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Financial Planning Stories - Page 5

Australian Stories

Financial Planning stories

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
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
Revolut hits 1m Aussie users, plans AUD $400m push
Disaster Recovery

Revolut hits 1m Aussie users, plans AUD $400m push

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

By Melania Watson • 4 min read • Mon, 9th Feb 2026

Global Stories

Financial Planning stories

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
Unhedged FX losses push corporates back to hedging
Risk & Compliance

Unhedged FX losses push corporates back to hedging

Unhedged FX hits UK firms for GBP £6.71m and US peers for USD $9.85m on average, spurring a renewed shift towards defensive hedging.

By Karen Joy Bacudo • 3 min read • Thu, 19th Feb 2026
Paxon appoints Ranjit Singh Nagra to drive UK growth
Marketing Technologies

Paxon appoints Ranjit Singh Nagra to drive UK growth

Paxon names Ranjit Singh Nagra Business Development Manager to spearhead UK expansion and target growth in auto spares and eCommerce logistics.

By Sofiah Nichole Salivio • 3 min read • Thu, 19th Feb 2026
MYOB ANZ partner award winners reflect diverse ecosystem
Software-as-a-Service

MYOB ANZ partner award winners reflect diverse ecosystem

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

By Karen Joy Bacudo • 3 min read • Fri, 13th Feb 2026
CFOs boost tech & AI budgets as hiring growth stalls
Software-as-a-Service

CFOs boost tech & AI budgets as hiring growth stalls

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

By Shannon Williams • 4 min read • Wed, 11th Feb 2026

Stories from Other Regions

Financial Planning stories

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
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
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
Tata Communications names Siddhartha Mundra as CFO
Cybersecurity

Tata Communications names Siddhartha Mundra as CFO

Tata Communications has appointed Siddhartha Mundra as chief financial officer, with a phased transition completing on 1 May 2026.

By Sofiah Nichole Salivio • 3 min read • Wed, 11th Feb 2026
IMP Software named UK education industry leader 2025
Software-as-a-Service

IMP Software named UK education industry leader 2025

IMP Software has been named The Assignment Report's UK education company of 2025 after rapid growth supplying finance tools to MATs.

By Mark Tarre • 4 min read • Fri, 6th Feb 2026