Financial Planning stories

Astor secures USD $5 million in seed funding as the AI adviser broadens access to portfolio guidance for everyday investors.

Citi Wealth rolls out AI assistant Citi Sky for US clients, aiming to blend adviser support with Google-powered voice and video features.

Google expands Media CDN with flexible shielding, bigger segments and savings plans to help broadcasters cut latency and costs for major live streams.

Half of US consumers now expect AI to help manage money, as Plaid says finance apps must offer more guidance, transparency and human oversight.

Xero unveils AI-native finance platform and JAX assistant to cut admin for small firms, with accountants and bookkeepers also in line for gains.

AlphaSense appoints former hedge fund founder Samantha Greenberg as Chief Financial Officer to bolster its capital strategy as the AI firm expands globally.

SLR deepens its digital climate analytics offer with the acquisitions of Planetrics and ClimSystems, targeting asset-level risk modelling.

Bank of America's wealth units deploy an AI meeting system for advisers, with the lender saying it could save up to four hours per client meeting.

Xero to embed Anthropic's Claude across accounting tools as JAX gains automation for cash flow, invoices and scenario analysis.

Anaplan unveils AI-driven planning tools and 12 apps to speed scenario modelling and embed governed automation across core business functions.

Gainsight names new finance, go-to-market and Marketing Chiefs as it gears up for AI-driven growth in customer success software.

Blue Yonder expands agentic AI and mobile apps across supply chains, embedding role-based agents from planning to customer service.

Mastercard launches its Virtual C-Suite AI agents, starting with a Virtual CFO, to give small firms automated executive-style insights.

Robinhood launches a family finance hub, custodial and trust accounts, plus an invite-only platinum card with elite cashback rewards.

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

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.

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.