PIMFA Journal Edition #29

PIMFA Journal, the latest industry articles on issues impacting you and your firm, including; Raising the Bar on Sustainable Funds: the UK’s Sustainability Disclosure Requirements (SDR) Regime – Avyse; Unlocking the Power of AI in Wealth Management: Opportunities and Challenges – Figg; Third-Party Risk Blind Spots: Are You Leaving Your Business Exposed? – Graphene/Vendor; Border Control: Why Offshoring is not Always Good for KYC Operations – Hartford Consulting; From Compliance to Confidence: Proactive Fraud Detection in Wealth Management – id-Pal; PI for Financial Advisers – Kova Professions; Why investing in wellbeing makes financial sense – Lockton; Can NextGen tech make wealth management more human? – Objectway; Why do so many investment firms miss the opportunity to collaborate with their CASS teams? – Square 4 Partners; Flush Out the Waste: Wealth Management Needs Better Plumbing – Ticker