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Financial Planning Stories

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Financial Planning stories

UK accountants could add GBP £463,000 from clients
Data Analytics

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 • Last month

Global Stories

Financial Planning stories

Aventur partners with GayWealth on LGBT+ advice gap
Fintech

Aventur partners with GayWealth on LGBT+ advice gap

LGBT+ households facing mortgage and retirement hurdles will gain regulated advice through a new venture aimed at closing a long-standing gap.

By Sofiah Nichole Salivio • 4 min read • Last week
SAP, Google Cloud expand zero-copy data access for BigQuery
Data Analytics

SAP, Google Cloud expand zero-copy data access for BigQuery

Businesses can now query live SAP data in BigQuery without replication, cutting storage overhead and speeding analytics and AI projects.

By Sean Mitchell • 6 min read • Last week
Sphera appoints Colleen Prifogle as Chief Financial Officer
Supply Chain

Sphera appoints Colleen Prifogle as Chief Financial Officer

The software group is sharpening financial oversight as it expands its leadership team and pushes further into international growth.

By Sofiah Nichole Salivio • 3 min read • Last month
IDeaS named leader in IDC hospitality revenue study
Software-as-a-Service

IDeaS named leader in IDC hospitality revenue study

Hotel groups are shifting towards systems that link pricing, forecasting and commercial planning as AI and fragmented data reshape revenue management.

By Karen Joy Bacudo • 4 min read • Last month
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 month
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 month

Stories from Other Regions

Financial Planning stories

Intuit partners College Board on free finance resources
Management

Intuit partners College Board on free finance resources

More US high school students will get classroom finance lessons as free Intuit materials are folded into a new AP course.

By Karen Joy Bacudo • 4 min read • Last week
Zocks launches AI scheduling for financial advisers
Customer Relationship Management

Zocks launches AI scheduling for financial advisers

Advisers could cut admin as the new feature links bookings with client records, meeting prep and follow-up across one workflow.

By Karen Joy Bacudo • 3 min read • Last week
AI could add AUD $4.8bn to small accounting sector
Digital Transformation

AI could add AUD $4.8bn to small accounting sector

Labour shortages and rising client demands could be eased if more firms adopt AI, MYOB says, boosting annual revenue by AUD $4.8 billion.

By Karen Joy Bacudo • 5 min read • Last week
Vena acquires Morpheo AI to boost finance planning
Software-as-a-Service

Vena acquires Morpheo AI to boost finance planning

The deal bolsters Vena's push to cut decision delays for finance teams by adding data tools that underpin its Vena Omega layer.

By Karen Joy Bacudo • 4 min read • Last week
Chime launches in-app investing with USD $1 minimum
Fintech

Chime launches in-app investing with USD $1 minimum

The move gives Chime members a way to invest from the same app they use for banking, with no account minimums and USD $1 entry.

By Karen Joy Bacudo • 3 min read • Last month
E*TRADE rolls out crypto trading for retail clients
Crypto

E*TRADE rolls out crypto trading for retail clients

Eligible clients can now trade Bitcoin, Ethereum and Solana on the brokerage, as Morgan Stanley deepens E*TRADE's push into digital assets.

By Karen Joy Bacudo • 4 min read • Last month
OneVest powers CST Spark's digital education savings
Software-as-a-Service

OneVest powers CST Spark's digital education savings

Families saving for post-secondary education in Canada can now open accounts online in English and French, with less paperwork and faster checks.

By Karen Joy Bacudo • 4 min read • Last month
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 • Last month
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 • Last month
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 • Last month