PIMFA
December , 2024
Raising the Bar on Sustainable Funds: the UK’s Sustainability Disclosure Requirements (SDR) Regime - AvyseUnlocking the Power of AI in Wealth Management: Opportunities and Challenges - FIGGFrom Compliance to Confidence: Proactive Fraud Detection in Wealth Management - iD-PalPI for Financial Advisers - Kova ProfessionalsWhy do so many investment firms miss the opportunity to collaborate with their CASS teams? - Square 4Flush Out the Waste: Wealth Management Needs Better Plumbing - TikkerThird-Party Risk Blind Spots: Are You Leaving Your Business Exposed? - Vendor IQBorder Control: Why Offshoring is not Always Good for KYC Operations - Hartford ConsultantsWhy investing in wellbeing makes financial sense - LocktonCan NextGen tech make wealth management more human? - Objectway
September , 2024
Five principals to ensure successful tech migration in Wealth ManagementStrengthening DEI for sustainable growth in Financial ServicesNavigating the promise and perils of GenAI in Wealth ManagementChallenges and prospects for fund labelling: Insights on FCA regulations and sustainability standardsBreaking through the barriers of portfolio efficiencyBut it's a complex password!Consumer Duty: One year in, what lies ahead?Do celebrities have a legitimate role in improving financial literacy?Wealth Management is gearing up for its iPhone moment...Consumer Duty - Increasing incomes by improving outcomes
July , 2024
Market colour on e-communications surveillanceAdvice guidance boundary reviewWhy onboarding is still largely unsolvedOngoing services leads charge in Consumer Duty implementationCurrent cyber threats and insurance solutions for the Investment Management sectorBuffer, tail hedged or covered call: How to select options-based EFTsStrengthening supply chain security in financeWhy ERI data is putting our industry and it's investors at riskThe need for education on Dormant accounts'Protecting directors and officers against evolving cyber threats
February , 2024
ESG Investment in 2024 - What to look for when scrutinising funds - Sancroft How to secure value for money on your client’s pension - Insignis Cash Poor cyber security will breach Consumer Duty - B-Compliant Staying innovative is staying ahead of the curve - Dorsum Precision in Practice: Unveiling Key Trends and Improvements in Asset Management Transaction Reporting - Control Now UK SDR: fix the roof when the sun is shining - Knowyourfunds Practical and personal: The keys to consumer engagement - Altus Consulting How implementing the Consumer Duty can help deliver your ESG objectives - Square 4 FATCA Filings – Failure or Fallacy? - Hartford Consulting
