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Financial Advisory stories

MPC Markets selects HeirWealth Atlas for reporting
Software-as-a-Service

MPC Markets selects HeirWealth Atlas for reporting

Advisers at MPC Markets will get a single view across multi-broker, multi-currency holdings as the firm automates client review packs.

By Mark Tarre • 4 min read • Fri, 29th May 2026

Global Stories

Financial Advisory stories

Grant Thornton Australia joins Asia-Pacific platform
Digital Transformation

Grant Thornton Australia joins Asia-Pacific platform

The move adds 1,500 professionals and deepens a cross-border model as firms race to meet client demand for seamless regional support.

By Karen Joy Bacudo • 3 min read • Last month
AtkinsRéalis appoints Ian Tasker to boost private finance
Public Sector

AtkinsRéalis appoints Ian Tasker to boost private finance

Demand for bankable UK infrastructure schemes is rising as advisers warn weak business cases keep private capital on the sidelines.

By Sofiah Nichole Salivio • 3 min read • Last month
Standard Chartered taps BlackRock for wealth platform
Digital Transformation

Standard Chartered taps BlackRock for wealth platform

Advisers in Singapore and Hong Kong will gain portfolio risk and scenario tools as Standard Chartered upgrades myWealth Advisor with BlackRock software.

By Karen Joy Bacudo • 4 min read • Tue, 14th Jul 2026
AI is rewriting the rules of dealmaking
Software-as-a-Service

AI is rewriting the rules of dealmaking

Deal teams are using generative AI to cut review times and surface risks in seconds, but trust and traceability remain critical.

By Justin Smith • 4 min read • Thu, 9th Jul 2026
Tirana Bank launches omnichannel retail service on Backbase
Digital Transformation

Tirana Bank launches omnichannel retail service on Backbase

Customers can now open accounts, apply for loans and use Apple Pay in one app as Tirana Bank replaces its fragmented legacy setup.

By Karen Joy Bacudo • 4 min read • Fri, 22nd May 2026
Payslip & Deloitte boost global payroll transparency
Digital Transformation

Payslip & Deloitte boost global payroll transparency

Stricter EU pay rules are driving multinationals to centralise payroll data, with Payslip now processing 1.3 million payslips a year.

By Karen Joy Bacudo • 4 min read • Thu, 23rd Apr 2026

Stories from Other Regions

Financial Advisory stories

Constl secures USD $90 million for India fibre rollout
Network Infrastructure

Constl secures USD $90 million for India fibre rollout

The long-term funding will help Constl expand fibre capacity for hyperscalers and data centres as India's AI build-out accelerates.

By Karen Joy Bacudo • 4 min read • This month
NovaUCD, PTSB launch energy accelerator for startups
Power / Energy

NovaUCD, PTSB launch energy accelerator for startups

Early-stage Irish start-ups could get mentoring and finance as a new accelerator and a EUR 250 million lending fund target green growth.

By Karen Joy Bacudo • 4 min read • Fri, 24th Jul 2026
CLA partners with Digits on AI-native accounting model
Software-as-a-Service

CLA partners with Digits on AI-native accounting model

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.

By Karen Joy Bacudo • 4 min read • Thu, 23rd Jul 2026
UK accountants could add GBP £463,000 from clients
Data Analytics

UK accountants could add GBP £463,000 from clients

Existing client relationships could be worth far more as UK firms miss demand for extra advice and support, Ravical found.

By Karen Joy Bacudo • 4 min read • Wed, 15th Jul 2026
Accordion appoints two to lead finance advisory practices
Digital Transformation

Accordion appoints two to lead finance advisory practices

The hires bolster Accordion's push into AI-driven finance work for private equity clients as demand grows for tighter reporting and faster exits.

By Joseph Gabriel Lagonsin • 4 min read • Wed, 20th May 2026
FNZ deepens FirstCape partnership with platform shift
Digital Transformation

FNZ deepens FirstCape partnership with platform shift

The deal gives FirstCape a new platform for its New Zealand wealth businesses, with FNZ taking over build, migration and ongoing operations.

By Sean Mitchell • 3 min read • Fri, 8th May 2026
Citi Wealth launches AI assistant Citi Sky for US clients
Digital Transformation

Citi Wealth launches AI assistant Citi Sky for US clients

US wealth clients will get market insights and reminders from Citi Sky as Citi rolls out the AI assistant alongside advisors this summer.

By Mark Tarre • 3 min read • Fri, 24th Apr 2026
Vibe coded AI problems just got a lot more serious
Data Protection

Vibe coded AI problems just got a lot more serious

Open banking in New Zealand is set to expose weakly secured AI tools to live client financial data, raising breach and compliance risks.

By Staff Writer • 4 min read • Sat, 18th Apr 2026
CIMB Niaga launches AI agents for Indonesian bank staff
Unified Communications

CIMB Niaga launches AI agents for Indonesian bank staff

The rollout could speed up advice and call handling for millions of Indonesian customers while keeping staff in control of regulated decisions.

By Karen Joy Bacudo • 5 min read • Wed, 15th Apr 2026
Pello buys ByAllAccounts as Morningstar stays customer
Software-as-a-Service

Pello buys ByAllAccounts as Morningstar stays customer

Morningstar users should see no immediate change as the firm keeps using ByAllAccounts after selling the data aggregation unit to Pello.

By Karen Joy Bacudo • 4 min read • Tue, 14th Apr 2026