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Financial Planning stories

Penfold adds workplace pensions to Perkbox benefits app
Fintech

Penfold adds workplace pensions to Perkbox benefits app

Employees using Perkbox can now access workplace pensions in the same app as perks and rewards, as providers race to boost engagement.

By Joseph Gabriel Lagonsin • 4 min read • This month
IMP adds ASOT benchmarking dashboard for school trusts
Data Analytics

IMP adds ASOT benchmarking dashboard for school trusts

School trust finance teams can now compare spending and staffing against ASOT thresholds in live IMP dashboards, cutting spreadsheet work.

By Sean Mitchell • 5 min read • Last month
Count launches UK Stocks & Shares ISAs with Alpaca
Platform-as-a-Service

Count launches UK Stocks & Shares ISAs with Alpaca

Eligible UK savers can now access tax-advantaged investing on Count's platform, as it tackles the advice gap for lower-balance customers.

By Karen Joy Bacudo • 5 min read • Last month
UK clients prioritise estate planning & retirement
Succession Planning

UK clients prioritise estate planning & retirement

Advisers are seeing demand shift towards inheritance, tax and retirement advice, while more than half of firms reported clients moving abroad.

By Karen Joy Bacudo • 4 min read • Last month

Global Stories

Financial Planning stories

SoFi launches Social 50 Income ETF for monthly income
Fintech

SoFi launches Social 50 Income ETF for monthly income

Investors seeking income now have a simpler route to options-based returns as the new fund combines monthly payouts with stock-market growth potential.

By Karen Joy Bacudo • 3 min read • Last week
Aily Labs teams up with AWS on enterprise AI agents
Software-as-a-Service

Aily Labs teams up with AWS on enterprise AI agents

Large enterprises can now buy Aily's AI decision agents via AWS Marketplace, cutting procurement friction and deployment time to as little as one day.

By Joseph Gabriel Lagonsin • 4 min read • This month
Exclusive Networks names Sergio Amodeo as Finance Chief
Cloud Security

Exclusive Networks names Sergio Amodeo as Finance Chief

Finance discipline is under closer scrutiny as the cybersecurity distributor expands internationally and backs partners with more services.

By Sofiah Nichole Salivio • 3 min read • Last month
Lucanet launches AI agents for finance & tax teams
Software-as-a-Service

Lucanet launches AI agents for finance & tax teams

Finance teams face a new push to automate reporting and close processes, as Lucanet adds AI tools while keeping calculations rule-based for auditors.

By Karen Joy Bacudo • 4 min read • Last month
Why CFOs are becoming the new owners of operational intelligence
Data Analytics

Why CFOs are becoming the new owners of operational intelligence

Disconnected procurement and logistics data is leaving finance chiefs exposed to slower decisions, hidden costs and weaker forecasts across businesses.

By Juanjo Mestre • 4 min read • Last month
Farseer expands to UK & North America with AI Analyst
Data Analytics

Farseer expands to UK & North America with AI Analyst

Finance teams in two major markets can now query live models in plain language, as Farseer widens its reach beyond Europe.

By Karen Joy Bacudo • 3 min read • Last month
Festina Finance wins EUR 25 million growth backing
Digital Transformation

Festina Finance wins EUR 25 million growth backing

The backing values the Danish pensions software specialist at about EUR 200 million and will fund expansion across Europe.

By Karen Joy Bacudo • 4 min read • Last month
Blue Yonder unveils new AI tools for supply chains
Digital Transformation

Blue Yonder unveils new AI tools for supply chains

Supply chain leaders are becoming more cautious as the software group rolls out AI agents and mobile tools aimed at improving planning and execution.

By Sean Mitchell • 4 min read • Last month

Stories from Other Regions

Financial Planning stories

Kraken rebuilds mobile app around users' financial goals
Crypto

Kraken rebuilds mobile app around users' financial goals

The redesign is aimed at making crypto trading less daunting for users seeking help to buy a house, save for retirement or build a cushion.

By Karen Joy Bacudo • 3 min read • 3 days ago
Xero launches Ultra plan for medium-sized businesses
Digital Transformation

Xero launches Ultra plan for medium-sized businesses

The AUD $500-a-month package is designed to keep growing firms off costlier ERP systems as finance needs become more complex.

By Joseph Gabriel Lagonsin • 3 min read • Last week
Xero brings financial data into Microsoft 365 apps
Software-as-a-Service

Xero brings financial data into Microsoft 365 apps

Small businesses can now pull live bookkeeping data into Excel, Word and PowerPoint without leaving Microsoft 365 or exporting CSV files.

By Karen Joy Bacudo • 4 min read • This month
Finance leaders struggle to link AI spend to results
Software-as-a-Service

Finance leaders struggle to link AI spend to results

Boards are demanding proof of AI returns, as a survey found just 22% of finance leaders can link spending to business results.

By Karen Joy Bacudo • 4 min read • Last month
SoFi launches AI investing platform Composer by SoFi
Fintech

SoFi launches AI investing platform Composer by SoFi

Retail investors can now build and test rules-based strategies in plain English, as SoFi folds the platform into its app after buying Composer Securities.

By Karen Joy Bacudo • 3 min read • Last month