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Financial Advisory Stories

Australian Stories

Financial Advisory stories

GenAI could revolutionise cardiac treatments and transplants
Digital Transformation

GenAI could revolutionise cardiac treatments and transplants

Early trials suggest the tool could cut diagnosis times by 80 per cent and reduce transplant rejection risk, easing pressure on surgeons.

By Adam Zuchetti • 5 min read • Fri, 27th Mar 2026
SMEs bullish on growth but stuck in strategic advice gap
Risk & Compliance

SMEs bullish on growth but stuck in strategic advice gap

Australian SMEs are upbeat on 2026 growth but say they are “flying blind”, lacking strategic advisers and facing a sharp regional advice gap.

By Karen Joy Bacudo • 4 min read • Fri, 6th Mar 2026
Scalare revenue surges 360% as founder platform scales
IT Industry

Scalare revenue surges 360% as founder platform scales

Scalare revenue jumps 360% to AUD $7.13 million as its integrated founder platform delivers first half of positive operating cash flow.

By Karen Joy Bacudo • 4 min read • Wed, 4th Mar 2026

Global Stories

Financial Advisory stories

Multiplier buys Oxygen Advisors in sixth global deal
Data Analytics

Multiplier buys Oxygen Advisors in sixth global deal

The acquisition strengthens Multiplier’s push into professional services as AI and rising client demands reshape the startup advisory market.

By Karen Joy Bacudo • 3 min read • Wed, 1st Apr 2026
DC Advisory hires Oliver Parker to lead London tech M&A
Fintech

DC Advisory hires Oliver Parker to lead London tech M&A

DC Advisory has hired Oliver Parker as London Managing Director in its Technology & Software team, boosting senior software M&A firepower.

By Sofiah Nichole Salivio • 4 min read • Tue, 3rd Mar 2026
Superbo secures Deep Capital backing for AI expansion
Gaming

Superbo secures Deep Capital backing for AI expansion

Agentic AI start-up Superbo wins strategic backing from Deep Capital to scale its Opero Suite and accelerate global expansion plans.

By Joseph Gabriel Lagonsin • 3 min read • Tue, 6th Jan 2026
FWD Singapore reshapes leadership to drive next growth phase
Data Analytics

FWD Singapore reshapes leadership to drive next growth phase

FWD Singapore overhauls leadership, uniting finance, tech and distribution to sharpen adviser focus ahead of its 2026 tenth anniversary.

By Melvin Hipolito • 4 min read • Thu, 11th Dec 2025
Aonic acquires Prime Insights for $250m in tech sector push
Gaming

Aonic acquires Prime Insights for $250m in tech sector push

Aonic acquires Prime Insights for $250m, expanding beyond gaming into research tech and adtech to boost its global data platform reach.

By Catherine Knowles • 4 min read • Fri, 5th Sep 2025
NiCE acquires Cognigy for USD $955 million to boost AI-powered CX
Unified Communications

NiCE acquires Cognigy for USD $955 million to boost AI-powered CX

NiCE to acquire Cognigy for USD $955 million, combining AI platforms to enhance global customer experience with advanced conversational AI solutions.

By Sean Mitchell • 3 min read • Tue, 29th Jul 2025
Deloitte promotes 32 new leaders across New Zealand divisions
DevOps

Deloitte promotes 32 new leaders across New Zealand divisions

Deloitte New Zealand has promoted 32 leaders, including 13 partners and 19 directors, across divisions reflecting its ongoing growth and expertise investment.

By Melvin Hipolito • 3 min read • Tue, 1st Jul 2025

Stories from Other Regions

Financial Advisory stories

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 • Last month
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 • Last month
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 • Last month
FWD Singapore marks 10 years with profitable growth
Digital Transformation

FWD Singapore marks 10 years with profitable growth

Profitability in FY2025 caps a decade of expansion for the insurer, as adviser-led sales and wealth products helped drive growth in Singapore.

By Sofiah Nichole Salivio • 4 min read • Mon, 30th Mar 2026
Houlihan Lokey hires Mark Ward to boost IT services
Data Analytics

Houlihan Lokey hires Mark Ward to boost IT services

Houlihan Lokey hires Mark Ward as Managing Director to expand European IT services coverage from its Manchester and London offices.

By Sofiah Nichole Salivio • 3 min read • Tue, 27th Jan 2026
Accordion buys FCM to boost private equity services
Data Analytics

Accordion buys FCM to boost private equity services

Accordion buys FCM to fuse data-led finance consulting with operator-led transformation in a push to deepen private equity value creation.

By Catherine Knowles • 4 min read • Thu, 8th Jan 2026
Quinn raises $11 million to boost AI-powered wealth advice
Platform-as-a-Service

Quinn raises $11 million to boost AI-powered wealth advice

Quinn, a New York fintech, secured $11m to launch AI-driven platform offering personalised wealth advice for financial institutions at scale.

By Catherine Knowles • 3 min read • Thu, 26th Jun 2025