Financial Planning

AIQ Academy becomes first financial online education provider offered CPD accreditation

AccountsIQ, the accountancy SaaS provider, has announced that its client-centric learning hub, AIQ Academy, is now officially CPD certified. The certification marks one of the first instances of an online education provider offering CPD accreditation...

Three quarters of the financial services industry is being ‘held back’ by a lack of digital skills

Three-quarters of the financial Services industry is being ‘held back’ by a lack of digital skills leaving significant gaps in workforces, according to new research from strategic talent solutions partner FDM Group. A staggering 75%...

Adapt to business changes with flexible licensing

We hear from John Maddison – EVP of Products and CMO at Fortinet on staying agile in a rapidly changing industry with adaptable licensing models. Discover the benefits of usage-based pricing, enabling businesses to efficiently scale cybersecurity...

How Cpl is implementing automation

David Martins, Senior Manager of Invoice to Cash at Cpl, speaks to us about the company’s implementation of Quadient AR, by YayPay and highlights the benefits its seen as a result. Can you tell us more about Cpl and its mission? Cpl is one of...

OneStream Software and Coupa streamline Business Spend Management

OneStream, a leader in corporate performance management (CPM) solutions, has announced its collaboration with Coupa to streamline Business Spend Management (BSM) within the organisation. Additionally, OneStream will develop a committed spend...

76% of small businesses feel well-equipped to survive a recession

The majority of US small business owners (72%) are concerned about the impact of a potential recession, however, 76% are confident their business could withstand the downturn, according to the Bank of America 2023 Small Business Owner Report (PDF). The...

Study finds financial advisors pursue client engagement due to economic conditions

Edward Jones has announced its survey findings, revealing three-quarters of financial advisors (76%) from across the industry have increased their engagement with clients due to current economic conditions in the United States. Most financial...

Study finds that technical debt and skills shortages threaten to stifle innovation

Technology leaders still have work to do when it comes to balancing their ambitious innovation strategies with organisational priorities and a host of business challenges, according to a new Protiviti survey of more than 1,000 CIOs, CTOs, CISOs...

Two-fifths of UK key workers have taken on a side hustle or overtime to make ends meet

Two-fifths (43%) of key workers in the UK have been forced to take on additional part-time work on top of their full-time role, or work extra overtime shifts to make ends meet, new research Creditspring shows. The data shows significantly higher...

Survey finds about half of American workers are suffering from financial stress

With inflation and escalating healthcare costs continuing to plague American workers, financial stress is on the rise and now impacting about half of employees, according to a survey by FinFit with Salary Finance. Inside the Wallets of Working Americans,...

Business confidence among financial chiefs sees sharpest rise since 2020

Research from Deloitte has revealed that business confidence among chief financial officers has seen its sharpest since 2020, jumping by 8% amid the aftermath of the UK’s Spring Budget. The survey showed that 25% of chief financial officers were...

Financial planning with the advent of Corporate Tax in the UAE

Armin Moradi, Co-founder and CEO at Qashio, speaks to us about financial planning in light of the UAE’s new Corporate Tax and how businesses use technology to manage spending efficiently. Globally, there has been a shift from basic manual...