What Better Data could do for you
Read here an article from PIMFA Journal #31 by Nick Thacker, Co-founder at Wealth DCI, looking at how better data management can diminish risk, aid compliance, increase profitability and keep clients happy for a wealth manager
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PIMFA Queries Compendium
This Queries Compendium represents PIMFA’s first publication bringing together a selection of the queries raised by our member firms over the past two years. The queries encompass a wide range of regulatory and operational topics, and we have included those that remain most pertinent and of continuing value to our membership.