Artificial Intelligence
Technology using algorithms and data to enhance decision-making, improve efficiency, and manage risks.
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Wealth Management Infrastructure: The Build or Adopt Decision Facing Discretionary Investment Managers
AI Working Group Survey
PIMFA Guide: Choosing Your AI Partner: A Due Diligence Framework for Wealth Management Leaders
There has been a significant increase in the number of AI providers offering products and services to financial services firms. In response to member feedback, PIMFA has partnered with Solve Partners to develop a practical AI Vendor Due Diligence Guide which provides practical support when evaluating AI vendors.
PIMFA’s response to FSB Sound Practices for Responsible Adoption of Artificial Intelligence (AI): Consultation report
The perfect fraud storm: How AI is giving criminals an unfair advantage
Beyond the hype: what a real human–AI operating model looks like
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.
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.
Don’t be Complacent About AI Compliance
Read this article from the PIMFA Journal #33 by Vicky Pearce at B-Compliant about how to use AI safely and compliantly.
Women’s Symposium 2026 Videos
A selection of the presentation slide shows can be find here
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.