Financial Planning Stories

Global Stories

Financial Planning stories

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

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

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

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

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

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

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

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

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

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 month

Stories from Other Regions

Financial Planning stories

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

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

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

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

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

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