Tag: PIMFA

The trade association for wealth management, investment services, and financial advice, PIMFA, has urged the Financial Conduct Authority (FCA) to postpone the introduction of Sustainability Disclosure Requirements (SDR) for portfolio management by a year. 

PIMFA WealthTech, in partnership with Morningstar, has announced its latest Tech Sprint, inviting FinTechs to demonstrate their solutions.

Post-deadline, the financial industry is grappling with the new standards set by the UK's latest regulatory mandate. The objective of this update is to bring more transparency and accountability to wealth management and insurance enterprises, fostering a more profound commitment to the consumer.

PIMFA WealthTech, a FinTech and digital market network renowned for bridging the gap between FinTechs and the Wealth Management sector, has partnered with Morningstar to disclose the outcomes of their pioneering joint venture.

PIMFA, a significant voice in the WealthTech industry, is urging the UK Government to leverage a 'generational' opportunity to invigorate the UK retail investment market. This call to action comes six months after the introduction of the significant Edinburgh Reforms.

PIMFA has urged the Financial Conduct Authority to move ahead with proposals to strengthening rules around financial promotions rules for higher risk investments.

Up to half of all reported financial crime is either fraud or cyber-crime related and this percentage is growing year on year, according to financial advisor PIMFA.