News

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.

A celebratory mood at London's Banking Hall sees GAM Investment's Anthony Smouha named Alpha Manager of the Year

With rising costs of living, retirees will need a different approach to retirement. Is now the right time for advisers to discuss increasing risk levels?

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 launches its 2022 Financial Adviser Survey, revealing the trends making the industry tick. From technology and data to ESG and regulation, find out how advisers are building better advice

Here we take a closer look at the patchwork of discrepancies arising in the EU since the implementation of the CBDF

An aging population faces many dilemmas with greater numbers requiring retirement planning advice than ever before. However, not all approaches are suitable for all clients, and can require a more nuanced approach.

Regulatory Manager, Mikkel Bates, outlines recent changes to PRIIPs and UCITS and explores the UK's divergence from the EU.

With just a month to go until the awards, FE fundinfo reveals its list of Alpha Manager nominees

Responsible investing has seen an acceleration in interest in the last few years. However, keeping up with new terminology and investment products can pose a challenge for advisers.

Find out how you can use FE Analytics to analyse your clients' existing investments, check the suitability of their investments and customise your analysis and reporting for retirement.

FE fundinfo today announces it has acquired Funds360, the French fund data & solutions provider based in Fontainebleau and Paris, from Euronext.

Mikkel Bates, Regulatory Manager at FE fundinfo outlines the changes to UK PRIIPs published by the FCA Friday, 25th March 2022.

Seven active fund managers have joined FE fundinfo’s coveted ‘Hall of Fame’ list for the first time in 2022, which recognises those managers who have been ‘Alpha-rated’ over a period of seven years.

Discover what changes have been made with the introduction of EPT v2 and how fund groups should prepare for the transition from v1 to v2

David Bower, FE fundinfo's Head of Business Development (Institutional Sales) gives his view on how the European asset management industry fared during the pandemic

Jens Jørgen Holm Møller joins our growing institutional sales team to lead growth across the Nordic region, following our acquisition of FundConnect

Following our acquisition of CashCalc, Oli Greenspan has joined FE fundinfo to oversee the continued growth of our adviser services

FE fundinfo's whole of market technology offering recognised at Megabuyte50 Awards

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.