Future of Advice
Evolving financial advice models, ensuring accessibility, affordability, and consumer protection in changing markets.
Visit the Future of Advice dedicated microsite on this topicEY: THE EVOLUTION OF ROBO-ADVISORS AND ADVISER 2.0 MODEL
Discover the EY report on Robo Advisors and the Adviser 2.0 Model, examining the future of investment management and the integration of technology in financial advisory
PIMFA Simplified Advice Report – Up the Ladder
Discover the PIMFA paper "Up On The Ladder" to explore simplified advice for clients, supporting the PIMFA Manifesto for accessible investment guidance
PIMFA Journal Edition #31
Read here the PIMFA Journal #31, featuring nine articles written by PIMFA Associate member firms on current industry topics of interest, relevant to their firms’ operations, Topics include AI, Senior Management Functions, Women Investors, Private Investment, CCI Product Summaries, Data, M&A, Back Office as a Strategic Asset
PIMFA’s Under 40 Committee – Infographic 2024
Read here the PIMFA Under 40 Leadership Committee: How Does It Work infographic, looking at the methodology of this years' cohort
PIMFA Groups Infographic
Read here the updated PIMFA Groups infographic, showing the structure involved
FCA – Advice Guidance Boundary Review
The FCA have outlined proposals as part of its ongoing Advice Guidance Boundary Review.
Suitability Guide
Read PIMFA’s Suitability Guide
PIMFA Plus
PIMFA Response to the Financial Services Strategy Sector: Regulatory Cross-Cutting Reforms (Leeds Reforms)
FCA’s Strategic Shift: Balancing Risk, Growth, and Financial Crime Prevention
From Insight to Action: UK Private Banking, Wealth Management and the Leeds Reforms
PIMFA response to FCA CP25/17 – Supporting consumers’ pensions and investment decisions: proposals for targeted support
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