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Millennials speak to advisers more than any other generation

Millennials speak with a financial professional more than any other generation, the Personal Investment Management and Financial Advice Association (PIMFA) has found. ....

Leadership Committee , Committee Report , Baby Boomers , Ersonal Investment Management And Financial Advice Association , Intergenerational Wealth , Intergenerational Planning , Baby Boomers , Generation Z , Generation X ,

Nearly a third of future beneficiaries have never had financial advice

Nearly a third (31%) of future beneficiaries had never received any financial advice, according to the Personal Investment Management and Financial Advice Association (PIMFA). ....

Leadership Committee , Committee Report , Ersonal Investment Management And Financial Advice Association ,

Advisers want more support in accessing ESG investment data

More than a third (36%) of wealth management and advice firms want more support in accessing the right sustainable finance and environmental, social and governance (ESG) investment data. ....

United Kingdom , Maja Erceg , Financial Advice Association , Personal Investment Management , Ersonal Investment Management And Financial Advice Association ,

Phoenix Group hires PIMFA's Tim Fassam as public affairs director

Phoenix Group has appointed Tim Fassam as public affairs director. ....

United States , United Kingdom , Claire Hawkins , Financial Services Skills Commission , Financial Advice Association , Phoenix Group , Personal Investment Management , Professional Adviser , Sustainable Investment Festival , Tim Fassam , Ersonal Investment Management And Financial Advice Association , Financial Services Skills Commission , Claire Hawkins ,