Page 3 - First Wealth News Today

AI can improve compliance systems but, given the existence of cyber criminals, human oversight remains crucial

It’s been another busy year in financial advice world. So little time seems to have passed since I wrote my leader about how 2022 was the “year of the consolidator”.

Catch up on Money Marketing's most popular stories this week. Tenet to offload ARs to Openwork and Primis following strategic review and Canada Life reports record-breaking annuity sales.

A trio of former First Wealth financial planners have decided to set up their own advice firm - Finova Money – which will focus on serving the next generation of clients.

Good morning and welcome to your Morning Briefing for Thursday 24 August 2023. To get this in your inbox every morning click here. New advice business launches A trio of former First Wealth financial planners - Scott Millar, Rob Schwarz and Rob Bell - have set up their own advice firm called Finova Money. The firm

Putting profits back into a business is a common way to grow it and increase its value. But given the cost of running a business has increased, it is arguably more important than ever to choose what to reinvest in wisely.

In recent years, there has been a growing recognition of the importance of diversity and inclusivity (D&I) in the workplace and financial services is not immune to the shift. As Pride month continues, Sahar Nazir delves into the initiatives and practices put in place by financial advisory firms to support their LGBTQ+ employees...

National Chartered wealth management firm Progeny has achieved B Corp certification.

Sitting on large amounts of cash is rarely the answer, so do this instead

Safe Formulations Pvt Ltd registered with Pharmexcil in 2008 as a small-scale manufacturer. Pharmexcil has asked the company to furnish the details of licensees, procurers, manufacturing license copies and product permissions of the drug by 27 April, failing which its registration will be suspended, said Pharmexcil director general Uday Bhasker.