Financial Advisory stories
Recludo deepens Melbourne mortgage push with 51% Astar Financial buy as it lifts residential loan book to GBP £3 billion.
Victor Chang Cardiac Research Institute says Oracle-powered HeartSight has cut diagnosis times 80 per cent as AI is explored for personalised transplant care.
Australian SMEs are upbeat on 2026 growth but say they are “flying blind”, lacking strategic advisers and facing a sharp regional advice gap.
Scalare revenue jumps 360% to AUD $7.13 million as its integrated founder platform delivers first half of positive operating cash flow.
Deloitte and Payslip say tighter EU pay rules are driving multinationals towards centralised payroll systems, with 1.3 million payslips now automated annually.
Multiplier expands in New Zealand with Oxygen Advisors buyout as the startup-focused accounting firm joins its global roll-up.
DC Advisory has hired Oliver Parker as London Managing Director in its Technology & Software team, boosting senior software M&A firepower.
Agentic AI start-up Superbo wins strategic backing from Deep Capital to scale its Opero Suite and accelerate global expansion plans.
FWD Singapore overhauls leadership, uniting finance, tech and distribution to sharpen adviser focus ahead of its 2026 tenth anniversary.
Aonic acquires Prime Insights for $250m, expanding beyond gaming into research tech and adtech to boost its global data platform reach.
NiCE to acquire Cognigy for USD $955 million, combining AI platforms to enhance global customer experience with advanced conversational AI solutions.
Deloitte New Zealand has promoted 32 leaders, including 13 partners and 19 directors, across divisions reflecting its ongoing growth and expertise investment.
FNZ and FirstCape expand New Zealand tie-up as the wealth group becomes an early user of FNZ Select for platform migration.
Citi Wealth rolls out AI-powered assistant for US clients, with Google DeepMind avatar tech set to support advisors on wealth platforms.
CIMB Niaga teams up with Google Cloud and Artefact to deploy AI agents that give front-line staff real-time guidance for millions of customers.
Pello buys ByAllAccounts from Morningstar in a deal that leaves the data aggregation platform embedded in adviser and investor tools.
FWD Singapore says adviser-led expansion, digital upgrades and stronger customer experience helped drive profitable FY2025 growth in its 10th year.
Houlihan Lokey hires Mark Ward as Managing Director to expand European IT services coverage from its Manchester and London offices.
Accordion buys FCM to fuse data-led finance consulting with operator-led transformation in a push to deepen private equity value creation.
Quinn, a New York fintech, secured $11m to launch AI-driven platform offering personalised wealth advice for financial institutions at scale.