Financial Planning stories

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 a digital wealth platform in New Zealand to offer affordable, personalised financial planning for business owners and individuals.

Nearly half of UK SMEs find their finance systems inadequate amid tariff disruptions, prompting urgent calls for tech upgrades and resilience strategies.

On, the global sportswear firm, unlocked USD $350 million in cash and boosted investments to USD $600 million using AI-driven forecasting from Palm.

Compare Club is expanding its acquisition of life insurance brokerages as advisers shift focus from legacy policies to financial planning and wealth management.

A survey reveals private equity sponsors and CFOs clash on exit readiness timing, risking up to three turns loss in company valuation during sales.

CFOs lead AI investment strategies in finance, yet only one in three achieve successful large-scale deployment amidst challenges like talent shortages and ROI doubts.

Workday is harnessing AI agents to revolutionise enterprise finance and HR, enhancing data integrity, compliance, and real-time insights across global firms.

Ram Paudel has been promoted to Chief Financial Officer at KeyData Cyber, leading financial strategy as the firm expands in North America's cybersecurity market.

Oracle has integrated new AI agents into Fusion Cloud Applications to boost efficiency and decision-making in finance, HR, supply chain, and sales.

Gaming firms often raise equity early on, but cohort financing offers a smarter, less dilutive way to fund predictable growth stages.

PwC standardises global finance using Oracle Cloud ERP, embedding AI to boost efficiency, transparency and streamline reporting across its firms worldwide.

Oracle has embedded AI agents in Fusion Cloud Applications to boost finance teams' productivity, cut costs, and enhance controls with real-time insights and automation.

Kieser Australia has replaced manual spreadsheets with AI-powered Oracle NetSuite, cutting financial closing from 25 to 3 days and boosting national expansion.

SAP has launched AI-driven updates to its Business Suite, unifying data, apps and AI to boost smarter decisions and faster execution across enterprises.

Finance leaders are harnessing AI and automation to boost agility, cut costs, and drive growth amid rising interest rates and supply chain woes.

Most Australian finance departments now widely use AI and automation, with 86% adopting AI and 99% employing automation in core operations, says study.

Sydney fintech Xynon plans to raise up to USD $10 million to grow its adviser-focused wealth platform, integrating Morrison Securities’ broker infrastructure.

AI-driven predictions of supplier payment timing boost cash flow forecasting for manufacturers, enhancing working capital and supplier relations.

Bitcoin's soaring highs spark questions of timing and risk; a calm, disciplined plan beats chasing peaks in the unpredictable crypto market.