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Don't miss the 19th edition of the Morningstar Investment Conference UK on May 7, 2025, at Sancroft, St. Paul's, London! This engaging one-day event offers valuable insights into market trends, strategies, and research tailored for financial advisers and fund selectors. With customised content tracks, attendees can choose the topics that matter most to them. Leading experts and influential speakers will address the key issues shaping the investment landscape. Expect dynamic presentations, interactive panel discussions, and excellent networking opportunities covering market outlooks, portfolio management, investment strategies, and regulatory updates. Stay ahead in today's fast-paced market—register now. Any question please contact: Sarah Rouse or email: investment.conferenceuk@morningstar.com
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Research shows that firms continue to fall foul of time-consuming and expensive CASS audits, and even those firms with a mature understanding of the CASS rules aren't immune to escalating CASS audit fees.
The PIMFA CASS Clients Academy is a unique learning experience for member firms who, not content to keep up with CASS requirements, seek to expand their knowledge and strengthen their internal capabilities to arrest rising CASS audit fees and ensure the number of incidences and breaches reported to the FCA continues to drop.
An essential update on regulation, operations, taxation, and more. This event offers direct discussion with PIMFA staff on issues that matter most to our members, plus insights into our events and publications programme. Network with industry peers and discover how to maximise the value of your membership.
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