Financial Planning stories

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.

Australian CFOs face a turbulent 2026, juggling AI integration, cost pressures, talent gaps, new ESG rules and fragile supply chains.

Online creators turn from volatile ad deals to subscriptions, affiliates and paid events, bringing bigger paydays but trickier tax demands.

CFOs are devoting more time to investors as AI accelerates research, driving faster, higher-volume engagement and tighter response demands.

Most APAC banks are failing to meet customers' financial wellness needs, an Adobe index finds, leaving a trust gap ripe for fintechs.

OutSystems names Fay Sien Goon as CFO to steer global finance and support its push into AI-powered application development and agentic systems.

Blue Yonder rolls out fresh AI tools to tighten retail planning, boost fulfilment accuracy and speed up warehouse and logistics decisions.

CFOs seize control of cloud spending as volatile infrastructure and AI costs erode tech start-up margins and strain forecast accuracy.