PIMFA Bulletin, the latest industry news impacting you and your firm including; PIMFA WealthTech partners with WealthOS in latest Tech Sprint, targeting the Client Onboarding process; Celebrate next year’s Diversity & Inclusion Awards with Us; PIMFA responds to the Home Affairs Committee – Inquiry into Fraud; The 2023 Q4 PIMFA Asset Allocation Survey CLOSES 27 October at 5pm; Call for evidence: Inquiry into UK Regulators; PIMFA Regulatory Forum 17 October: Recording now available; Call for evidence: Smarter regulation and the regulatory landscape; PIMFA Operations Forum – virtual meeting on 26 October at 3pm; ISITC Europe T+1 Accelerated Settlement Challenges; FCA multi-firm review – fraud; FCA publishes firm complaint data for H1 2023; Mitigo Q&A: Beware of the Ransomware – a 9 minute listen; Global Wealth Management Summit:
Retaining trust for a global wealth industry in flux (In-Person & Digital); PIMFA Press Releases & Coverage; PIMFA Webinar: M&A in wealth management: trends, challenges and opportunities; PIMFA Live Online Training: Reputation, resilience and risk: are you getting it right?