Financial Planning stories
Finance teams - it’s time to step away from the spreadsheets
Today
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financial planning
Finance teams clinging to spreadsheets risk cash flow chaos, poor forecasting and lost talent as automated AR tools rapidly raise the bar.
CFOs step up investor relations as AI tools reshape IR
Yesterday
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financial planning
CFOs are devoting more time to investors as AI accelerates research, driving faster, higher-volume engagement and tighter response demands.
AI reshapes banks’ role in Asia Pacific financial wellness
Yesterday
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financial planning
Most APAC banks are failing to meet customers’ financial wellness needs, an Adobe index finds, leaving a trust gap ripe for fintechs.
Young UK adults warm to AI help with everyday finances
Last week
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financial planning
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.
UK businesses brace for 2026 fiscal strain & AI oversight
Last week
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financial planning
Business leaders are being urged to invest in financial insight as they navigate tighter oversight of artificial intelligence in financial services.
Mid-January urged as true start for UK Q1 forecasts
Last week
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financial planning
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 appoints Fay Sien Goon as new finance chief
Last week
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financial planning
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 unveils AI upgrades for retail supply chains
Last week
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financial planning
Blue Yonder rolls out fresh AI tools to tighten retail planning, boost fulfilment accuracy and speed up warehouse and logistics decisions.
CFOs tighten grip as rising cloud costs hit tech margins
This month
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financial planning
CFOs seize control of cloud spending as volatile infrastructure and AI costs erode tech start-up margins and strain forecast accuracy.
Singapore investors bullish on markets, wary at home
This month
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financial planning
Singapore retail investors back the global bull run into 2026 even as confidence at home in jobs, economy and living costs erodes.
Aventur secures Dutch backing for AI money platform
This month
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financial planning
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 lead Tide everywoman entrepreneur awards
This month
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financial planning
Tech founders Julie Collison and Emma O’Brien top Tide everywoman awards as women-led firms eye growth despite tough UK backdrop.
Finance teams shift from spreadsheets to smart platforms
This month
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financial planning
Finance teams ditch manual spreadsheets for integrated, real-time platforms as tighter 2026 reporting demands reshape core processes.
Six costly mistakes putting new Australian start-ups at risk
This month
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financial planning
Rising costs and tighter conditions are exposing six avoidable mistakes that could sink Australia’s newest start-ups within their first year.
Starting 2026 strong: how investors can navigate the new year with clarity and confidence
This month
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financial planning
After crypto’s quietly mature 2025, 2026 rewards investors who tune out noise, stick to a plan and favour discipline over prediction.
Data quality issues - Top causes and consequences
Last month
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financial planning
Flawed, fragmented data is wasting time, money and AI potential; firms must fix ownership, visibility and tooling to restore trust.
Autumn Budget pension changes spark concerns over IHT & new cap
Fri, 28th Nov 2025
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financial planning
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 digital wealth platform for New Zealanders
Fri, 28th Nov 2025
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financial planning
eccuity launches a digital wealth platform in New Zealand to offer affordable, personalised financial planning for business owners and individuals.
UK SMEs seek resilient finance systems amid tariff disruption
Thu, 20th Nov 2025
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financial planning
Nearly half of UK SMEs find their finance systems inadequate amid tariff disruptions, prompting urgent calls for tech upgrades and resilience strategies.
On unlocks USD $350 million with AI-driven cash forecasting
Wed, 12th Nov 2025
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financial planning
On, the global sportswear firm, unlocked USD $350 million in cash and boosted investments to USD $600 million using AI-driven forecasting from Palm.