News

Chartered Financial Planner and founder of CashCalc, Ray Adams, joins Dan Graham for an episode of the NextGen Planners Podcast to discuss cashflow modelling, client onboarding and digital engagement.

With economies reopening after the Covid-19 pandemic, find out which funds have been awarded a 5-Crown rating by our team of fund experts

The EET was developed to help with the data provision for the SFDR, which was due to kick in fully on 1 July this year, just ahead of the changes to MiFID II. But now that the level 2 rules for SFDR won’t take effect until 1 January 2023, the order has been reversed and the new MiFID requirements will come in first.

In 2022, we'll be launching our brand-new Cashflow Modeller which includes tax calculations, enhancing our secure Portal, as well as developing even more integrations – which includes an integration with FE Analytics.

As the FCA consults with industry experts on the propose Sustainability Disclosure Requirements (SDR), FE fundinfo urges the regulator to think about consumers

FE fundinfo kicks off 2022 with a new senior appointment to oversee new product and service lines to service the rapidly-evolving global funds industry

Find out which funds have been added and which have been removed from FE Investments' latest rebalanced of its Approved List of funds

Following the acquisition announcement in October, FE fundinfo receives regulatory approval for the acquisition of Zenith Group in Australia

Just six months after reaching £4bn of assets under management, FE Investments has broken the £5bn barrier

FE fundinfo’s Regulatory Manager Mikkel Bates on the newest developments regarding the European ESG Template.

We have launched our brand-new Cashflow Modeller in BETA mode, meaning everyone now has early access and can start creating cashflow plans which account for tax rates, thresholds and much more.

The publication of FE fundinfo's ESG Market Review reveals some unique insights into how different sectors and regions are performing when it comes to their ESG scores

A busy programme of regulations added to divergence between the UK and the EU has led to some uncertainty among fund groups. Regulations Manager Mikkel Bates takes a look at the key differences.

CashCalc achieves a second successive 5 star rating at the FT Adviser Financial Adviser Service Awards.

With retirees facing different risks from the accumulation phase of their investment journeys, FE Investments has launched a new range of decumulation portfolios

With world-class Asset Managers, France offers an attractive range of investment propositions for investors, not just domestically, but also on a global stage. We spoke to Philippe Cordier, Head of business development at FE fundinfo, France, to find out more about the current situation and the challenges and opportunities within the French fund market.

The fundamental consideration for any IFA advising clients in retirement is whether they have saved enough to maintain the lifestyle they want through a sustainable income.

Analysing the UK Economy and Inflation

We discuss data management problems encountered by fund managers and the steps they can take to move nearer the 'Golden Source of Truth.'

We review the growth in ESG financial products and the associated risk of greenwashing across the asset management industry.