Using FE CashCalc to Comply with the Consumer Duty Products and Services Outcome
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FE fundinfo – the global leader in investment fund data and technology – and Radient AI have announced a strategic partnership where FE fundinfo's international fund information for major European and Asian markets will seamlessly integrate into Radient AI’s leading fund intelligence platform.
It’s only been a handful of months since the requirements of Consumer Duty came into full force and in an ever-evolving landscape of financial advice, the values and meanings behind the new regulations are not only more prominent than ever before, but arguably, more important.
Discover how the FE fundinfo Financial Advice Hub can support you in meeting the Price and Value outcome using digital onboarding, cashflow modelling, powerful calculators and financial planning tools, and whole of market investment data.
Amidst the roaring winds and relentless rain brought by Storm Ciarán, brave and hardy souls from the funds industry sought refuge at One Moorgate Place – home of Chartered Accountants' Hall – to explore the future of fund distribution in an ever-evolving AI-driven landscape.
The European Commission have published a consultation paper to explore possible ways to improve the Sustainable Finance Disclosure Regulation (SFDR) framework including the introduction of a possible fund labelling scheme.
In today's complex financial landscape, consumers rely heavily on financial advisers to navigate the intricate web of investment options, retirement planning, and wealth management.
Our newest enhancements in FE CashCalc allow you to further personalise the fact find template, send documents to your clients for completion ahead of annual review meetings, and add a pension commencement lump sum allowance into the gross cashflow modeller for your at-retirement clients.
Explore how FE Analytics’ powerful tools and unparalleled data can help you make suitable, fully evidenced recommendations that meet the needs of your clients, and help you comply with the Consumer Duty Products and Services outcome.