Financial Planning Stories

UK Stories

Financial Planning stories

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 • Yesterday

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 week

Digital Transformation

UK advisers see surge in younger clients, survey finds

Most UK financial advisers are now serving younger investors, but fragmented software is adding hours of admin each week.

By Sofiah Nichole Salivio • 4 min read • This month

Software-as-a-Service

OneAdvanced adds AI tools to IQ for regulated sectors

Customers in regulated sectors can now access AI workflow and compliance tools as OneAdvanced expands its IQ platform across six markets.

By Mark Tarre • 3 min read • This month

Global Stories

Financial Planning stories

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 • 2 days ago

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 • 2 days ago

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 week

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 week

Fintech

SAVVI launches SelectSmart 2026 for benefits decisions

Workers could cut enrolment confusion as SAVVI's latest platform uses existing data to recommend benefits choices without lengthy questionnaires.

By Joseph Gabriel Lagonsin • 3 min read • Last week

Software-as-a-Service

Kaleidoscope warns finance teams over AI data risks

Finance teams risk exposing sensitive data by using AI tools without clear retention and governance checks, Kaleidoscope says.

By Karen Joy Bacudo • 4 min read • This month

Data Analytics

OneStream launches Snowflake connector for finance data

Poor data quality is forcing finance teams to seek more traceable inputs for AI and reporting as OneStream adds a Snowflake link.

By Karen Joy Bacudo • 3 min read • This month

Cisco

inDrive names Abhey Lamba as Chief Financial Officer

As inDrive expands beyond ride-hailing, the new Chief Financial Officer will steer finance after gross bookings rose 30% to USD $6.4 billion.

By Sofiah Nichole Salivio • 4 min read • This month

Stories from Other Regions

Financial Planning stories

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 • Today