Financial Planning stories

Most UK adults aged 28-40 would trust AI to manage spare cash and bills, a survey finds, despite low confidence in their own finances.

Business leaders are being urged to invest in financial insight as they navigate tighter oversight of artificial intelligence in financial services.

Kaleidoscope.com urges UK firms to treat mid-January as the real start of Q1 planning, warning December forecasts are built on distorted data.

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.

Singapore retail investors back the global bull run into 2026 even as confidence at home in jobs, economy and living costs erodes.

Aventur lands Dutch family office funding for its AI-led money platform, eyeing a 2026 UK launch to narrow the financial advice gap.

Tech founders Julie Collison and Emma O’Brien top Tide everywoman awards as women-led firms eye growth despite tough UK backdrop.

Finance teams ditch manual spreadsheets for integrated, real-time platforms as tighter 2026 reporting demands reshape core processes.

Rising costs and tighter conditions are exposing six avoidable mistakes that could sink Australia’s newest start-ups within their first year.

After crypto’s quietly mature 2025, 2026 rewards investors who tune out noise, stick to a plan and favour discipline over prediction.

Flawed, fragmented data is wasting time, money and AI potential; firms must fix ownership, visibility and tooling to restore trust.

New Budget rules clarify pension inheritance tax but raise concerns over delays and introduce a £2,000 salary sacrifice pension cap from 2029, sparking employer caution.

eccuity launches a digital wealth platform in New Zealand to offer affordable, personalised financial planning for business owners and individuals.

Nearly half of UK SMEs find their finance systems inadequate amid tariff disruptions, prompting urgent calls for tech upgrades and resilience strategies.

On, the global sportswear firm, unlocked USD $350 million in cash and boosted investments to USD $600 million using AI-driven forecasting from Palm.

Compare Club is expanding its acquisition of life insurance brokerages as advisers shift focus from legacy policies to financial planning and wealth management.

A survey reveals private equity sponsors and CFOs clash on exit readiness timing, risking up to three turns loss in company valuation during sales.

CFOs lead AI investment strategies in finance, yet only one in three achieve successful large-scale deployment amidst challenges like talent shortages and ROI doubts.