The Personal Investment Management & Financial Advice Association (PIMFA)

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PIMFA Key Successes 2025/26

Read how we are continuing to deliver meaningful change and value. Looking at our successes over the last year in Policy and Advocacy and Regulation and Compliance, with an overview of PIMFA Groups, Event Highlights and Awards.
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Artificial Intelligence

Technology using algorithms and data to enhance decision-making, improve efficiency, and manage risks.
What’s now possible for wealth firms when AI meets Consumer Duty? …
Free
Date & Time: 22nd Jun 2026 (8:45) - 22nd Jun 2026 (13:30)
Location: Marloo UK Ltd

The Wealth and Asset Management Operating Model Can’t Keep Up

Read this article from the PIMFA Journal #33 by Richard Doherty and Sumit Johri at Publicis Sapient about the traditional playbook built on manual processes, siloed business and technology functions, and relationship-driven models is no longer sufficient.

Shared Type: Shared Public
Published: April 28, 2026
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