Financial Advisory stories
The deal gives FirstCape a new platform for its New Zealand wealth businesses, with FNZ taking over build, migration and ongoing operations.
Open banking in New Zealand is set to expose weakly secured AI tools to live client financial data, raising breach and compliance risks.
Advisers in Singapore and Hong Kong will gain portfolio risk and scenario tools as Standard Chartered upgrades myWealth Advisor with BlackRock software.
Deal teams are using generative AI to cut review times and surface risks in seconds, but trust and traceability remain critical.
Customers can now open accounts, apply for loans and use Apple Pay in one app as Tirana Bank replaces its fragmented legacy setup.
Stricter EU pay rules are driving multinationals to centralise payroll data, with Payslip now processing 1.3 million payslips a year.
The acquisition strengthens Multiplier’s push into professional services as AI and rising client demands reshape the startup advisory market.
Early-stage Irish start-ups could get mentoring and finance as a new accelerator and a EUR 250 million lending fund target green growth.
Clients at CLA's advisory arm will get faster financial insight as the firm trains an in-house AI model on its own workflows and reviews.
Existing client relationships could be worth far more as UK firms miss demand for extra advice and support, Ravical found.
Rising costs and overdue invoices are squeezing Australian SMEs, with late payments now at a six-year high, Earlypay says.
Advisers at MPC Markets will get a single view across multi-broker, multi-currency holdings as the firm automates client review packs.
The hires bolster Accordion's push into AI-driven finance work for private equity clients as demand grows for tighter reporting and faster exits.
US wealth clients will get market insights and reminders from Citi Sky as Citi rolls out the AI assistant alongside advisors this summer.
The rollout could speed up advice and call handling for millions of Indonesian customers while keeping staff in control of regulated decisions.
Morningstar users should see no immediate change as the firm keeps using ByAllAccounts after selling the data aggregation unit to Pello.
Mortgage brokers now handle more than three-quarters of new home loans in Australia, sharpening competition and compliance pressures.
Profitability in FY2025 caps a decade of expansion for the insurer, as adviser-led sales and wealth products helped drive growth in Singapore.
Early trials suggest the tool could cut diagnosis times by 80 per cent and reduce transplant rejection risk, easing pressure on surgeons.
Australian SMEs are upbeat on 2026 growth but say they are “flying blind”, lacking strategic advisers and facing a sharp regional advice gap.