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PIMFA provides members with essential policy support, market intelligence, events and promotional opportunities, industry insight and much more.
Our industry helps people navigate the difficult financial decisions needed throughout the stages of their life.
PIMFA Webinar: Data as a Product: Turning Your Fragmented Data into Decision Advantage 2026 Building the platform for AI that actually delivers. …
PIMFA’s Women’s Symposium is one of our flagship (and award winning) tentpole events for the industry, at which we gather hundreds of industry participants, both women and male allies, for two …
PIMFA’s magazine contains articles and thought leadership on current issues, hot topics and future developments from PIMFA members. Always a thought-provoking read.
2026年1月15日 · The Personal Investment Management and Financial Advice Association (PIMFA) today announced an agreement with Morningstar, Inc (Nasdaq: MORN). Starting from 2nd March …
2026年3月3日 · PIMFA, the leading trade association representing the wealth management, financial advice, and financial planning profession, has today (3 March 2026) announced the appointment of …
Discover PIMFA’s Full Members. Results for ( of ) Displaying results of Show All Results Filter by Topics Artificial Intelligence Brexit Client Assets Sourcebook (CASS) Consumer Duty Customer Vulnerability …
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The Customer Vulnerability Learning Programme (CVLP) is the only training in the sector that integrates both. Built specifically for wealth managers, private banks and advice firms, the programme takes …
