News

So far, FE fundinfo has collected and ingested ESG data from over 157 fund groups covering 72,000 ISINs which is estimated to be over half of the whole market.

Between 1 January 2023 and 31 December 2026, UCITS in the EU will need to produce PRIIPs KIDs, while those in the UK will continue to produce UCITS KIIDs.

France’s financial regulator, the AMF, is reported to have announced that it is postponing the incoming requirement under MiFID II and the Insurance Distribution Directive (IDD) for advisers to ask their clients about any sustainability preferences when assessing suitability.

Advisers are already faced with a huge amount of information when it comes to ESG and investments. However, they require access to clear, detailed and comparable reporting on ESG, if they are to meet both clients’ needs and regulatory requirements.

Following your feedback, our 2-way integration with Intelliflo Office now includes Protection Policies, therefore reducing the need for you to manually key client information even further.

Leading global fund data provider and technology company FE fundinfo has become a member of Spainsif, the Spanish socially responsible investing (SRI) organisation.

Being an IFA means putting your clients’ needs and goals at the forefront of your service. We interviewed Matthew Wiltshire, award-winning Chartered Financial Planner and Managing Director at Niche IFA, asking him what a good financial advice process consists of.

There is a lot to consider when you give retirement advice, and financial planners rightly want to have more time to spend with clients. The FE Investments Decumulation review tool can help save time and bring extra value to an adviser's clients.

threesixty compliance services have assessed the FE Investments Decumulation proposition to review the standard of retirement solution offered, and look at how it can best fit into an adviser's 'at retirement' client offering.

ESG continues to capture the imagination, but what is holding financial advisers back from promoting it to their clients?

Rob Gleeson, CIO of FE Investments, took part in a panel with Akademia to discuss how advisers and the financial industry can approach the issue of ESG and responsible investing.

Ray Adams, Chartered Financial Planner and founder of CashCalc, recently joined NextGen Planners to discuss the future of cashflow planning, as well as the importance of financial advisers digitally engaging with their clients.

Findings from FE fundinfo’s 2022 Adviser Survey highlight the accelerated use of technology amongst financial advisers, but what does this mean for Fund Managers?

People in the UK are, on average, living for longer, but retirement pots have not kept up. Providing a retirement solution that mitigates against shortfall risk will a key component for an adviser's arsenal in the coming years.

Martin Neason, FE fundinfo’s Market Specialist Executive (Global Funds Registration) guides you through our new European Facilities Service

FE fundinfo's Regulatory Manager Mikkel Bates breaks down what UK asset managers need to do to ensure compliance, touching upon the impending deadlines and how to overcome challenges related to compliance.

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.