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KPMG Report – PIMFA’s Value Proposition Jan 2018

PIMFA's Value Proposition

SKU: KPMG Report -PIMFA Value proposition 2017 Categories: ,

Description

Following the Wealth Management Association’s merger with the Association of Professional Financial
Advisers, PIMFA emerged with 2080 full and associate members. To capture the value PIMFA adds to
its clients, detailed interviews were conducted with a variety of PIMFA members both in person, during
the PIMFA Annual Summit 2017 and over the phone. There were eight interviews conducted with PIMFA
staff members, 2 interviews conducted with PIMFA members over the phone and six interviews
conducted with PIMFA members during the PIMFA Annual Summit.

Additional information

Date of Publication

2018

File Format

PDF

Pages

6