Financial Planning Stories - Page 3

Canadian Stories

Financial Planning stories

Wealthsimple expands into household & business banking

Customers will soon be able to manage savings, spending and borrowing for family and business in one place as the firm broadens beyond investing.

By Karen Joy Bacudo • 4 min read • Tue, 26th May 2026

Global Stories

Financial Planning stories

Data Analytics

Xero Cash Flow Manager projects short-term cash moves

Businesses can now test near-term liquidity without changing the ledger, as Xero's new planner uses bank history and manual entries to forecast cash.

By Karen Joy Bacudo • 6 min read • Wed, 27th May 2026

Data Protection

MODLR wins BSI security certification for its platform

The certification should ease procurement concerns for finance teams handling sensitive planning data, as buyers demand tougher proof of security controls.

By Sofiah Nichole Salivio • 3 min read • Wed, 27th May 2026

Crypto

Ledn sees Bitcoin loans market hitting USD $1 trillion

Survey data suggest trust, not demand, is the main hurdle as Bitcoin-backed consumer lending expands from a USD $3 billion base.

By Joseph Gabriel Lagonsin • 4 min read • Wed, 20th May 2026

Digital Transformation

Merchmix launches retail operating system for stock

Retailers facing stock and margin pressure get a live planning system aimed at cutting spreadsheet sprawl and speeding decisions.

By Sofiah Nichole Salivio • 4 min read • Tue, 19th May 2026

Data Analytics

OpenAI and PwC build finance AI agents for CFO teams

The move could cut repetitive work in finance teams while giving Chief Financial Officers tighter control over AI spending and risk.

By Mark Tarre • 3 min read • Wed, 6th May 2026

Stories from Other Regions

Financial Planning stories

Data Analytics

CIMA backs skills report but urges finance training

The warning follows fresh questions over the loss of Level 7 apprenticeships, which CIMA says could weaken UK finance training and recruitment.

By Karen Joy Bacudo • 5 min read • Last month

eCommerce

The rise of the strategic stock-up shopper

Sales events are now planning windows for households, with 70% of Australian adults bulk-buying at least one category, a survey shows.

By Brendan Straw • 4 min read • Last month

Data Analytics

Financial planning firms boost technology spending

The shift comes as 42% of firms use tech spend to cope with growth and regulation, up from 35% in the previous survey.

By Karen Joy Bacudo • 4 min read • Thu, 28th May 2026

Fintech

Gen Z investing confidence gap hits young Australians

Only 5 per cent of 15-to-24-year-olds feel confident investing, as new research shows most young Australians want help starting.

By Sean Mitchell • 4 min read • Wed, 27th May 2026

Inflation

TermPlus expands fixed-term accounts for SMSF investors

SMSF trustees hunting income are being offered higher target returns as TermPlus taps stronger demand for fixed-term private credit accounts.

By Karen Joy Bacudo • 4 min read • Tue, 26th May 2026

Fintech

UK SMEs leave cash in current accounts, survey finds

Many firms are foregoing interest and leaving surplus funds idle, as 64% of UK SMEs keep some or all cash reserves in current accounts.

By Karen Joy Bacudo • 4 min read • Fri, 22nd May 2026

Human Capital Management

Workplace financial benefits boost retention, survey finds

Financial stress is now hitting productivity and loyalty, with 91% of workers saying tailored benefits could sway them to change jobs.

By Karen Joy Bacudo • 4 min read • Wed, 20th May 2026

Data Protection

ChatGPT adds Plaid-linked personal finance preview

Users can now ask ChatGPT about their own spending and savings after OpenAI added a Plaid-linked finance preview for US Pro subscribers.

By Karen Joy Bacudo • 4 min read • Tue, 19th May 2026

Artificial Intelligence

Homebuyers grow more confident as AI tools gain ground

Prospective buyers are increasingly using AI and other digital tools to navigate an unsettled housing market, with 59% feeling more confident than a year ago.

By Sofiah Nichole Salivio • 3 min read • Fri, 15th May 2026