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Financial Planning stories

US workers want human review of AI financial advice
Fintech

US workers want human review of AI financial advice

Most US employees using AI for money advice still want a human check first, as financial stress rises and retirement plans slip later.

By Karen Joy Bacudo • 4 min read • 3 days ago
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 • 5 days ago
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

Global Stories

Financial Planning stories

BlueVoyant appoints new Chief Financial & Customer Officers
Software-as-a-Service

BlueVoyant appoints new Chief Financial & Customer Officers

The cybersecurity company is tightening financial control and customer support as it expands internationally and seeks to protect recurring revenue.

By Mark Tarre • 4 min read • Last week
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

Stories from Other Regions

Financial Planning stories

Japanese finance chiefs slow to tackle currency shocks
Fintech

Japanese finance chiefs slow to tackle currency shocks

Delays of up to a week are leaving many Japanese firms exposed as yen swings and higher rates have already hit profits, a survey found.

By Karen Joy Bacudo • 4 min read • Yesterday
UK accountants could add GBP £463,000 from clients
Digital Transformation

UK accountants could add GBP £463,000 from clients

Existing client relationships could be worth far more as UK firms miss demand for extra advice and support, Ravical found.

By Karen Joy Bacudo • 4 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
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
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
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