PIMFA
In this issue of PIMFA Journal;
Sustainable Comms in Financial Services: A Moral and Strategic Imperative – Beyond Encryption
How to Embed Consumer Duty in 7 practical steps – Beyond FS
The Four Cornerstones Of Financial Wellbeing – Chris Budd
Does your portal support your IFA stakeholders? – Crealogix
The Art of Engaging Affluent Investors: the opportunities presented by asset aggregation and real time strategic insights – Figg
Navigating Tax Reporting Challenges in Wealth Management: A Technological Approach – Financial Software Ltd
Driving Growth in an Era of Disruption – FIS Global
How to create risk ownership within your firm – Ruleguard
MiFID Transaction Reporting – 2023 and beyond…. – Kaizen Reporting
A 5-step framework to aid a successful business transformation – SEI Wealth Platform
New study reveals the three pillars for wealth managers to unlock opportunity in challenging times – Objectway
