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Financial Planning Stories - Page 5

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Financial Planning stories

Data quality issues - Top causes and consequences
Data Analytics

Data quality issues - Top causes and consequences

Flawed, fragmented data is wasting time, money and AI potential; firms must fix ownership, visibility and tooling to restore trust.

By Edmund Ng • 5 min read • Mon, 22nd Dec 2025
On unlocks USD $350 million with AI-driven cash forecasting
Fintech

On unlocks USD $350 million with AI-driven cash forecasting

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

By Kaleah Salmon • 3 min read • Wed, 12th Nov 2025
Private equity sponsors & CFOs clash over exit readiness levels
Risk & Compliance

Private equity sponsors & CFOs clash over exit readiness levels

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

By Shannon Williams • 5 min read • Thu, 6th Nov 2025
CFOs drive AI investment but only one in three succeed at scale
Fintech

CFOs drive AI investment but only one in three succeed at scale

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.

By Sean Mitchell • 4 min read • Fri, 31st Oct 2025
Oracle embeds new AI agents in Fusion Cloud for smarter business
Data Analytics

Oracle embeds new AI agents in Fusion Cloud for smarter business

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

By Sean Mitchell • 4 min read • Thu, 16th Oct 2025
PwC unifies global finance on Oracle Cloud ERP with AI boost
DevOps

PwC unifies global finance on Oracle Cloud ERP with AI boost

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

By Sean Mitchell • 3 min read • Thu, 16th Oct 2025
Oracle adds AI agents to Fusion Cloud for smarter finance ops
DevOps

Oracle adds AI agents to Fusion Cloud for smarter finance ops

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.

By Sean Mitchell • 4 min read • Thu, 16th Oct 2025
How finance leaders can harness AI to thrive
Digital Transformation

How finance leaders can harness AI to thrive

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

By Scott Wiltshire • 4 min read • Sat, 4th Oct 2025

Stories from Other Regions

Financial Planning stories

Starting 2026 strong: how investors can navigate the new year with clarity and confidence
Blockchain

Starting 2026 strong: how investors can navigate the new year with clarity and confidence

After crypto's quietly mature 2025, 2026 rewards investors who tune out noise, stick to a plan and favour discipline over prediction.

By Paul Quickenden • 4 min read • Fri, 2nd Jan 2026
Autumn Budget pension changes spark concerns over IHT & new cap
Government

Autumn Budget pension changes spark concerns over IHT & new cap

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.

By Shannon Williams • 3 min read • Fri, 28th Nov 2025
eccuity launches digital wealth platform for New Zealanders
Fintech

eccuity launches digital wealth platform for New Zealanders

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

By Kaleah Salmon • 3 min read • Fri, 28th Nov 2025
UK SMEs seek resilient finance systems amid tariff disruption
Business Transformation

UK SMEs seek resilient finance systems amid tariff disruption

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

By Melania Watson • 3 min read • Thu, 20th Nov 2025
Compare Club ramps up life broker acquisitions amid sector shift
Partner Programmes

Compare Club ramps up life broker acquisitions amid sector shift

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

By Melania Watson • 3 min read • Tue, 11th Nov 2025
Exclusive: Workday's Jerry Ting says it's time to ride the wave
Marketing Technologies

Exclusive: Workday's Jerry Ting says it's time to ride the wave

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

By Melania Watson • 5 min read • Mon, 27th Oct 2025
Ram Paudel named Chief Financial Officer at KeyData Cyber
Identity and Access Management

Ram Paudel named Chief Financial Officer at KeyData Cyber

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.

By Melvin Hipolito • 3 min read • Thu, 23rd Oct 2025
The right financing at the right stage: A guide for gaming companies
Risk & Compliance

The right financing at the right stage: A guide for gaming companies

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

By Joe Wadakethalakal • 6 min read • Thu, 16th Oct 2025
Kieser streamlines operations with AI-driven NetSuite rollout
Data Analytics

Kieser streamlines operations with AI-driven NetSuite rollout

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

By Melania Watson • 3 min read • Wed, 8th Oct 2025
SAP unveils AI-driven advances to unify business data & apps
Data Analytics

SAP unveils AI-driven advances to unify business data & apps

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

By Sean Mitchell • 4 min read • Tue, 7th Oct 2025