News

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

Assess your client’s attitude to risk by sending them an Attitude to Risk Questionnaire (powered by EValue) from within their secure Portal, bringing together key parts of ‘know your client’ into one location.

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.

Catch up on some of the key features which were added to CashCalc during Q1 2022, from upgraded risk profiling within both Cashflow Modellers, to a new and improved filtering and tagging system.

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.

New range of investment reports help advisers explain key ESG exposure risks to clients and provide data and insights into the issues their clients care about.

More than 50 fund managers have joined the 2022 Alpha Manager list, which is compiled each year by leading fund data and technology company FE fundinfo and recognises the top 10 per cent of UK retail-facing managers