News

There’s still a lack of clarity as to how pension tax rules will change given this year’s Spring Budget. In this time of uncertainty, retirement planning for your clients has become very challenging. How can you provide certainty and confidence for your clients when the regulatory future is outside of your control?

On 11 May, FE fundinfo hosted a range of industry experts and 70 financial advisers in London to discuss the ways in which technology could change the advice process in the future.

A change in the way financial advisers think about risk can lead to better outcomes for those in or approaching retirement.

The importance of ESG data in the financial industry has become increasingly high in recent years. This is strongly driven by global standards like TCFD, TNFD, or regulations like the European Union’s Sustainable Financial Disclosure Regulation, or the Sustainability Disclosure Requirements in the UK.

Wellington Management’s John Boselli has won FE fundinfo’s coveted 2023 ‘Alpha Manager of the Year Award’ which celebrates the best performing active fund manager in the investment industry.

The Alpha Manager Rating is a quantitative rating that distinguishes the top UK fund managers based on alpha generation and outperformance across their whole career history, allowing you to instantly identify those managers who have consistently outperformed benchmarks and their peer group over time.

Even more ESG-related information and functionality has been added into FE Analytics, each designed to help ensure you have easy access to decision-useful information and can make an investment decision better aligned with your clients' objectives and values.

Financial advisers have significantly increased their focus on sustainable and responsible funds since the Covid-19 pandemic, leading industry statistics from FE fundinfo has shown.

Importing up-to-date valuations into FE CashCalc is viewed by many financial advisers as a feature which significantly helps increase the efficiency of their annual review process. Here, we demonstrate how to import a plan's latest valuation.

At the turn of the Millennium, there was a theory within the British cycling team that the sum of marginal improvements could lead to monumental results.     

Six active fund managers have joined FE fundinfo’s coveted ‘Hall of Fame’ list for the first time in 2023, which recognises those managers who have been ‘Alpha-rated’ over a period of seven years.

In July 2022, the Financial Conduct Authority (FCA) set out the final rules and guidance for a new Consumer Duty; forming the cornerstone of its three-year strategy and a key element of its work to set and test higher standards.

A survey by FE fundinfo has found that 90% of financial advisers believe integrations between software providers are important to their financial planning process.

Regulatory pressure, coupled with the rise in inflation and the cost-of-living crisis, is placing a spotlight on how advisers deliver investment solutions for retirees. How can you ensure your approach is robust, compliant, and balances risk appropriately?

For many years, firms have relied heavily on vast data warehouses. But how can they reach the fabled Holy Grail of gaining deeper data insight as well as better operational outcomes?

Investments in European equities have been the top performers over the winter months – against the backdrop of the cost-of-living and winter fuel crisis – according to leading industry statistics from FE fundinfo.

In order to reduce greenhouse gas emissions to net zero by 2050, Switzerland has decided on self-regulation with the Swiss Climate Scores.

Sixty of the best active fund managers will go head-to-head in May to compete for one of the prestigious Alpha Manager Awards.

The Spring Budget announced by the Chancellor brought a shake-up in pensions regulation. As well as assessing the impact this will have on their clients, advisers may have to re-examine how they are offering retirement advice in this new light. Read on to learn FE Investments’ views on what the Budget means for advisers and their clients, and what additional pension changes could soon follow.

Since the EU’s Sustainable Finance Disclosure Regulation (SFDR) came into force in March 2021, we have had some significant updates, including confirmation from the European Commission that Article 9 funds should only invest in sustainable assets and an amended Taxonomy that now includes natural gas and nuclear power, with the consequent changes to disclosure templates less than two months after coming in.