News

The regulations governing how advisers must treat ESG investments are seeing considerable change and should be kept in mind to provide better outcomes for clients.

Manually onboarding clients is a time-intensive task, but with the FE Onboard secure Portal, you can create a seamless experience that will benefit both you and your clients.

To support you in making an investment decision aligned with your clients’ objectives and values, we've added the first set of ESG Ratings into FE Analytics.

We aim to enable financial advisers to assess the ESG performance of funds, at the point of investment research, to help support an investment decision aligned to their clients' objectives and values.

The principal adverse impact (PAI) on sustainability factors considered by more ESG funds than any others is their underlying companies’ exposure to controversial weapons, closely followed by their involvement in violation of the United Nations Global Compact (UNGC) principles.

You can now conduct straight-through processing from your CashCalc account to an investment platform, thanks to our stage one integration with Fundment.

On 27 July 2022, the FCA published the long awaited Policy Statement PS 22/9 on the Consumer Duty. Regulations Manager Mikkel Bates shares his views on the final guidance.

Recent market turbulence has meant some significant shifts in fortune for many funds in the latest FE fundinfo Crown rating rebalance with a high number of rising and falling funds.

Our full 2-way integration with Adviser Cloud will help reduce the need to manually key client information and make your financial planning process much more efficient.

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.

For the first edition of the Spanish Fund Forum Magazine, Israel Cuesta, Senior Business & Relationship Development Manager at Fundsquare, shares his view on new substainability standard.

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