News

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?

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.

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