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Financial Planning Stories - Page 2

American Stories

Financial Planning stories

Astor raises USD $5 million to guide retail investors
Fintech

Astor raises USD $5 million to guide retail investors

The funding will help Astor expand its AI adviser for retail investors as younger savers increasingly turn to social media for tips.

By Karen Joy Bacudo • 3 min read • Tue, 28th Apr 2026
Citi launches AI wealth assistant Citi Sky with Google
Digital Transformation

Citi launches AI wealth assistant Citi Sky with Google

The rollout puts generative AI in front of Citigold clients as banks race to show it can aid investors without sidelining advisers.

By Karen Joy Bacudo • 4 min read • Fri, 24th Apr 2026
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 • Wed, 22nd Apr 2026

Global Stories

Financial Planning stories

Condor launches analytics suite for life sciences finance
Data Analytics

Condor launches analytics suite for life sciences finance

The new tools give life sciences finance teams clearer trial spending forecasts and scenario planning after a USD $24 million Series A round.

By Karen Joy Bacudo • 4 min read • Last month
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 month
Sage buys Doyen AI to speed finance software rollout
Software-as-a-Service

Sage buys Doyen AI to speed finance software rollout

The move could cut costly rollout delays for finance teams, as Sage brings in-house AI that speeds data migration, mapping and configuration.

By Joseph Gabriel Lagonsin • 4 min read • Thu, 30th Apr 2026
Google updates Media CDN for live streaming at scale
Network Infrastructure

Google updates Media CDN for live streaming at scale

Broadcasters can now cut latency and costs during major live events as Google expands regional capacity and adds new monitoring tools.

By Sean Mitchell • 4 min read • Thu, 23rd Apr 2026
Xero launches AI-native operating system for small firms
Digital Transformation

Xero launches AI-native operating system for small firms

The new platform aims to cut routine bookkeeping for small firms by automating payments, reconciliation and tax prep while keeping users in control.

By Karen Joy Bacudo • 3 min read • Mon, 20th Apr 2026

Stories from Other Regions

Financial Planning stories

Bossit launches Start-up Navigator for NZ small firms
Fintech

Bossit launches Start-up Navigator for NZ small firms

Early-stage founders in New Zealand are being offered step-by-step help on tax, branding and cashflow as Bossit targets stronger business survival.

By Joseph Gabriel Lagonsin • 3 min read • Last month
A smarter way to fund your next RV without the stress
Opinion

A smarter way to fund your next RV without the stress

Flexible finance can ease the upfront burden for Sydney buyers, making RV ownership more manageable while protecting long term budgets.

By Dominic Vivarini • 5 min read • Last month
Closing the gap between where loss happens and where it's felt
Airlines

Closing the gap between where loss happens and where it's felt

Families in New South Wales face legal, logistical and emotional hurdles when a loved one dies overseas, making repatriation support vital.

By Dominic Vivarini • 5 min read • Last month
Australian firms adopt AI travel checks as bookings rise
Digital Transformation

Australian firms adopt AI travel checks as bookings rise

Australian finance teams are tightening oversight as AI tools flag risky trips before booking, following a near 10% rise in flight bookings.

By Joseph Gabriel Lagonsin • 5 min read • Last month
Australian small business sales rise 7.2% in Q1 2026
Partner Programmes

Australian small business sales rise 7.2% in Q1 2026

Momentum stayed firm for Australian small businesses in the March quarter, as sales, jobs and wages all rose despite higher fuel costs.

By Karen Joy Bacudo • 4 min read • Last month
Workday lands finance & HR system at Sovereign Network Group
Digital Transformation

Workday lands finance & HR system at Sovereign Network Group

Unified software should give the housing group clearer control over costs, staffing and service delivery as it manages 85,000 homes.

By Sofiah Nichole Salivio • 4 min read • Wed, 29th Apr 2026
UK financial planners see AI boosting efficiency, not cuts
Digital Transformation

UK financial planners see AI boosting efficiency, not cuts

Most firms expect AI to streamline admin and planning support, while only 3% plan staff reductions this year, a survey shows.

By Karen Joy Bacudo • 4 min read • Wed, 29th Apr 2026
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 • Wed, 22nd Apr 2026
Australian small business owners face succession cliff
Marketing

Australian small business owners face succession cliff

Many firms could struggle to survive owners’ retirement, as most lack a documented handover plan and depend on the founder’s reputation.

By Joseph Gabriel Lagonsin • 4 min read • Wed, 22nd Apr 2026