Advisers to push MPs on access to retail clients post Brexit
Pimfa chief says transition period is more critical than the deal
PIMFA
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Heartwood Wealth Management boss joins Pimfa
Tracey Davidson part of a trio of appointments at the industry body
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Pimfa: Brexit plans leave retail investors out in the cold
Retail investors face costlier funds and less choice under the government’s current post-Brexit plans for a trading relationship with the European Union, the Personal Investment Management & Financial Advice Association (Pimfa) warns.
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Pimfa: We need mutual recognition over equivalence post Brexit
The UK investment management industry needs to access the European Union via mutual recognition, not equivalence, after Brexit, argues Personal Investment Management and Financial Advice Association policy adviser Alex Merriman.
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Wealth manager marketing concerns ahead of GDPR
Email marketing is one of the areas wealth managers are most interested to find information on in the lead up to the General Data Protection Regulation (GDPR), according to Personal Investment Management & Financial Advice Association (Pimfa). Senior policy adviser Giulia Lupato explains how to become fully compliant as the deadline approaches on 25 May.
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Pimfa boosts public policy team
The Personal Investment Management & Financial Advice Association (Pimfa) has hired a senior adviser for public policy.
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PIMFA chairman: ‘We must ensure regulatory impact is proportionate’
The incoming chairman of a newly merged trade body for wealth managers and advisers has pledged to fight the industry’s corner in talks with the government and regulators.