02/09/2026
Navigating change starts with the right conversations.
Momentum Wealth brought together asset managers, brokers and broker houses for our Momentum Wealth Blueprint engagement, unpacking FIMA and what the evolving regulatory landscape means for financial professionals and their clients.
From the FIMA dos and don’ts to responsible advice and professional conduct, one message stood out: compliance goes beyond ticking boxes. It’s about accountability, trust and putting clients first.
Through Momentum Wealth Blueprint, we continue to create platforms for meaningful industry conversations and shared expertise that help our intermediary partners navigate change with confidence.