It’s no secret that climate change and other ecological issues have become a key focus for countries across the world. Following the signing of the Paris Agreement in 2016, it…
Published: May 10, 2023
Guest Blog
Read the latest industry thoughts and opinions in our regular guest blog.
Why is the conversational engagement client communication strategy suddenly so important in the wealth management sector? In recent years, for most companies in the wealth sector, assets under management (AUM)…
Published: April 3, 2023
PIMFA Guest Blog: The primary goal of digital wealth tools should be ROI. There is a lot of potential in digital technology to deliver a premium, personalised experience but, before…
Published: March 1, 2023
PIMFA Guest Blog: Financial Ombudsman Service: The Technical Desk has become the Business Support Hub. The Financial Ombudsman Service resolves disputes between financial businesses and consumers in a fair and…
Published: February 28, 2023
PIMFA Guest Blog: How do The Financial Services Skills Commission tackle the UK skills’ challenge? The corporate conundrum. Our industry is currently facing acute difficulties in securing the required skills…
Published: February 16, 2023
PIMFA Guest Blog: The Cybercriminal Ecosystem: Evolution and Extortion. Here, Lindsay Hill, Chief Executive Officer of Mitigo describes how cybercrime is a dynamic landscape, with not only the types of…
Published: February 1, 2023
PIMFA Guest Blog: Why do IT projects take so long… and how do we change that? Here Lee Francis, Head of Customer Implementation Services at CREALOGIX in the UK, looks…
Published: February 1, 2023
PIMFA Guest Blog: Pay closer attention to the pensions ‘experience’ – a New Year’s resolution for the industry. Here, Robert Holford, Altus Consulting Life & Pensions Director, discusses how, instead…
Published: January 24, 2023
PIMFA Guest Blog: Technology adoption creates greater cyber risk. Here, MITIGO discuss how cyber risk grows with the growth of technology adoption, particularly with the growth in remote working and…
Published: December 7, 2022
PIMFA Guest Blog: The revenue-boosting impact of superior client experiences. Here, Carole Layzell, Vice President, Solution Principal at Medallia, proposes that, whilst it’s been shown that companies offering a superior…
Published: November 16, 2022
PIMFA Guest Blog: What can wealth management firms learn about onboarding from other industries? Jamie Whatley, Director Sales and Account Management, CREALOGIX, suggests that, whilst the aim of digital onboarding…
Published: November 7, 2022
PIMFA Guest Blog: The changing landscape of client experience: Digital wealth management in 2022. These observations are based on data, insights and analysis consolidated in Unblu’s latest publication, The Digital…
Published: June 22, 2022
In 2020 the FCA issued three Dear CEO letters. The letters were a reminder to firms of the obligations relating to client assets and client money. FCA reminded firms of…
Published: February 18, 2022
Guest blogs and the opinions therein reflect the views of the authors and are not necessarily that of PIMFA. No responsibility for loss to any person acting or refraining from acting as a result of any material contained in these blogs can be accepted by PIMFA, the author or publisher.