Financial Planning Stories

American Stories

Financial Planning stories

April adds tax planning insights for wealth advisers

Wealth advisers can now use client-authorised IRS records to spot planning opportunities around stock, conversions and estimated payments more easily.

By Karen Joy Bacudo • 4 min read • Last week

Mergers and Acquisitions

Stevens Capital Partners tops USD $800 million AUM

An acquired Dallas tax practice gives the Omaha-based adviser more than 300 extra clients as it expands its integrated wealth planning push.

By Karen Joy Bacudo • 4 min read • Last month

Data Analytics

AdvisorFinder launches AI visibility tool for advisers

Financial advisers risk being overlooked as clients increasingly use generative AI and search engines to pick firms, the company says.

By Karen Joy Bacudo • 4 min read • Last month

Digital Transformation

DriveWealth & IOL launch digital private banking in Uruguay

Affluent Uruguayan investors can now access global markets through a single app, as IOL Privé combines advice, planning and trading.

By Karen Joy Bacudo • 3 min read • Last month

Customer Relationship Management

SEI adds Zocks AI assistant to adviser services ecosystem

Advisers could see less admin and quicker follow-up as SEI widens its AI toolkit with software that turns client meetings into records and tasks.

By Joseph Gabriel Lagonsin • 3 min read • Last month

Fintech

DeepVest launches MonitorLab for adviser market alerts

Financial advisers could miss market moves without a system like MonitorLab, which tracks portfolios and signals in real time.

By Karen Joy Bacudo • 4 min read • Last month

Global Stories

Financial Planning stories

Disaster Recovery

CISO-CFO alignment key as cyber insurance market shifts

With premiums flat for now, buyers who tie cover to outage costs can avoid nasty surprises when cyber insurers start tightening terms.

By Richard Seiersen • 5 min read • Yesterday

Fintech

Vancouver & Toronto rank mid-table in bunq cost index

Rent is the main pressure point in Vancouver and Toronto, where housing takes up most monthly outgoings despite mid-table overall living costs.

By Sofiah Nichole Salivio • 4 min read • Last week

Software-as-a-Service

Practifi launches Sentir AI CRM for wealth managers

Wealth advisers will get daily briefings and AI-led workflow support as Practifi splits its platform into two products, Sentir and Naya.

By Karen Joy Bacudo • 4 min read • Last month

Software-as-a-Service

Xero expands AI, payroll and payments tools for businesses

Small businesses and accountants could save time on reconciliation and month-end work as Xero widens AI tools across payroll, payments and reporting.

By Karen Joy Bacudo • 4 min read • Last month

Software-as-a-Service

AccountsIQ ties up with Abacum on finance planning

Mid-market finance teams could cut manual uploads and spreadsheet handovers as actuals flow directly from accounting into planning software.

By Joseph Gabriel Lagonsin • 4 min read • Last month

Data centers

Verda names Mikko Einiö as Chief Financial Officer

The hire comes as the AI cloud group races to fund rapid international expansion after lifting its annualised revenue run rate to USD $120 million.

By Sofiah Nichole Salivio • 3 min read • Last month

Stories from Other Regions

Financial Planning stories

Customer Relationship Management

Focal AI launches agentic platform for Canadian advisers

Advisers could reclaim hours each week as the new software auto-fills forms, drafts emails and updates records after client meetings.

By Karen Joy Bacudo • 4 min read • Today

Digital Transformation

Australian SMEs stay on target as confidence weakens

Despite softer confidence, most Australian SMEs still expect to meet targets, with price rises and technology investment helping offset cost pressure.

By Karen Joy Bacudo • 5 min read • Last week