The Personal Investment Management & Financial Advice Association (PIMFA)

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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.
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Talent and Controls – Where AI Initiatives Succeed or Stall

Read this article from the PIMFA Journal #33 by Edward Russell at Solve about how talent and controls aid successful AI adoption.

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