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Financial Literacy stories

Plaid says AI is reshaping consumer finance expectations
Data Protection

Plaid says AI is reshaping consumer finance expectations

More than half of Americans used AI to manage money last year, as consumers increasingly expect financial apps to offer guidance, not just data.

By Karen Joy Bacudo • 4 min read • Last month

Global Stories

Financial Literacy stories

PocketSmith launches Open Banking hub for Australians
Software-as-a-Service

PocketSmith launches Open Banking hub for Australians

Australian consumers unsure about sharing bank data now have a plain-language guide as PocketSmith expands its use of consented open banking feeds.

By Karen Joy Bacudo • 3 min read • Last week
bunq adds stock baskets as crypto trading tops EUR 100m
Crypto

bunq adds stock baskets as crypto trading tops EUR 100m

The neobank is widening its investing offer as retail demand grows, while new fraud checks now cover every payment, stock trade and crypto deal.

By Sofiah Nichole Salivio • 3 min read • Last month
Exclusive: Google Cloud reshaping finance with agentic AI
Digital Transformation

Exclusive: Google Cloud reshaping finance with agentic AI

Banks must move beyond isolated pilots if they want agentic AI to deliver enterprise-wide gains, Google Cloud says.

By Sean Mitchell • 4 min read • Last month
Stake adds portfolio chart & stock move explainers
Data Analytics

Stake adds portfolio chart & stock move explainers

Retail investors using Stake can now see fuller portfolio history and stock-move context in-app as markets swing more sharply.

By Karen Joy Bacudo • 4 min read • Last month

Stories from Other Regions

Financial Literacy stories

Recludo buys stake in My Expert to grow mortgage network
Risk & Compliance

Recludo buys stake in My Expert to grow mortgage network

The deal lifts Recludo's combined residential loan book above USD $3 billion, underscoring a wider push to consolidate mortgage brokers.

By Joseph Gabriel Lagonsin • 4 min read • 4 days ago
Lightyear launches ready-made plans for UK investors
Fintech

Lightyear launches ready-made plans for UK investors

A simpler route into the stock market may appeal to UK savers, as most hold cash while fewer than one in six own shares or funds.

By Karen Joy Bacudo • 3 min read • Last week
Digital assets drive record growth in Australian SMSFs
Crypto

Digital assets drive record growth in Australian SMSFs

Younger investors and cryptocurrency demand helped push Australia’s SMSF sector to a record 33,224 net new funds last financial year.

By Karen Joy Bacudo • 4 min read • Last week
Wealthsimple adds futures & options for active traders
Fintech

Wealthsimple adds futures & options for active traders

Canadian self-directed investors will get more advanced tools as Wealthsimple opens futures and broader options access on one platform.

By Karen Joy Bacudo • 4 min read • Last week
Edinburgh study calls for youth-friendly banking redesign
Gaming

Edinburgh study calls for youth-friendly banking redesign

Researchers found young Scots want simpler digital banking, stronger scam protection and advice that fits milestones such as jobs and rent.

By Karen Joy Bacudo • 5 min read • Last week
Broadridge AI project in Ireland to simplify disclosures
Fintech

Broadridge AI project in Ireland to simplify disclosures

The study could help more Irish savers move money out of cash and into investments by turning dense fund documents into plain English.

By Karen Joy Bacudo • 4 min read • Last month
State Street honours Asia-Pacific institutional journalists
Fintech

State Street honours Asia-Pacific institutional journalists

Around 250 entries underscored the region's appetite for specialist coverage, as State Street's awards again spotlighted reporting on institutional finance.

By Sofiah Nichole Salivio • 4 min read • Last month
Pluxee UK launches financial wellbeing hub with Attivo
Fintech

Pluxee UK launches financial wellbeing hub with Attivo

It aims to ease a GBP £10.3 billion annual hit to UK employers from staff financial stress by adding regulated advice and planning tools.

By Catherine Knowles • 4 min read • Last month
Women building wealth with purpose in Auckland launch
eCommerce

Women building wealth with purpose in Auckland launch

Women in New Zealand are still facing funding and confidence gaps despite stronger financial literacy, organisers say.

By Kaleah Salmon • 4 min read • Last month
Feijoa graduates fintech lab with KiwiSaver round-up app
Fintech

Feijoa graduates fintech lab with KiwiSaver round-up app

The round-up savings app says its users are adding AUD $2 million a year to KiwiSaver accounts as it seeks wider growth.

By Karen Joy Bacudo • 3 min read • Last month
Raindrop reunites GBP £447 million in lost pensions
Fintech

Raindrop reunites GBP £447 million in lost pensions

UK savers are missing billions in retirement funds, as the platform tracked 61,858 pots in the quarter, up 497% year on year.

By Karen Joy Bacudo • 4 min read • Last month
Two thirds of UK adults worry about finances ahead
Grants

Two thirds of UK adults worry about finances ahead

Household budgets remain under strain as many cut essentials, dip into savings and miss payments, with £23 billion in support unclaimed yearly.

By Sofiah Nichole Salivio • 4 min read • Last month