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Many traditional approaches to retirement planning do not involve a centralised retirement proposition and are much less likely to account for those new risks seen in decumulation, such as sequencing risk, meaning clients run a greater risk of not achieving their retirement goals.
Whether you're gathering personal and financial information when onboarding clients or gathering information ahead of an annual review meeting, securely digitalising the process not only engages your clients in the financial planning process, but adds efficiency and saves you time.
FE fundinfo and the Luxembourg Stock Exchange (“LuxSE”) today announce a new partnership which will result in FE fundinfo’s acquisition of Fundsquare, a leading fund registration and regulatory services provider in Luxembourg.