Financial Planning stories

Distributors stockpile more inventory as a Phocas report warns planning gaps and data limits are raising costs and operational complexity.

Two-thirds of UK digital investors risk locking away wealth, as most leave no clear instructions for others to access online assets.

LivTech hires Ron Kozlin as CFO and Andrew Goode as VP of Development to steer its fast-growing senior care software business.

On International Women's Day 2026, Give to Gain calls for women's financial knowledge and autonomy to be treated as a fundamental right.

Kubus reshapes senior leadership, appointing new heads across finance, operations and revenue to fuel a five-year global growth drive.

KnowBe4 names Yuneeb Khan CFO to steer global finances as it sharpens focus on human and agentic AI risk in cyber security.

Unhedged FX hits UK firms for GBP £6.71m and US peers for USD $9.85m on average, spurring a renewed shift towards defensive hedging.

Paxon names Ranjit Singh Nagra Business Development Manager to spearhead UK expansion and target growth in auto spares and eCommerce logistics.

CFOs shift from hiring to hardware, funnelling bigger budgets into tech, AI and sales while HR, headcount and pay growth lose momentum.

IMP Software has been named The Assignment Report's UK education company of 2025 after rapid growth supplying finance tools to MATs.

AI fintech Cleo stages UK comeback with a waitlisted app, betting its chatty budgeting assistant can ease mounting money anxiety.

Finance teams clinging to spreadsheets risk cash flow chaos, poor forecasting and lost talent as automated AR tools rapidly raise the bar.

CFOs are devoting more time to investors as AI accelerates research, driving faster, higher-volume engagement and tighter response demands.

Most UK adults aged 28-40 would trust AI to manage spare cash and bills, a survey finds, despite low confidence in their own finances.

Business leaders are being urged to invest in financial insight as they navigate tighter oversight of artificial intelligence in financial services.

Kaleidoscope.com urges UK firms to treat mid-January as the real start of Q1 planning, warning December forecasts are built on distorted data.

OutSystems names Fay Sien Goon as CFO to steer global finance and support its push into AI-powered application development and agentic systems.

Blue Yonder rolls out fresh AI tools to tighten retail planning, boost fulfilment accuracy and speed up warehouse and logistics decisions.

CFOs seize control of cloud spending as volatile infrastructure and AI costs erode tech start-up margins and strain forecast accuracy.

Aventur lands Dutch family office funding for its AI-led money platform, eyeing a 2026 UK launch to narrow the financial advice gap.