News

To win over and accommodate millennials, wealth management firms and fund managers need to run to keep up in order to adapt not only their product ranges and advisory approaches, but also their marketing methods and business models – while staying at the forefront of technology. Learn more how FE fundinfo can help Fund Distributors and Fund Managers build innovative websites and fund centres with state of the art Digital Solutions.

With markets moving dramatically within a single day, having access to up-to-date and reliable data is imperative so you always have an accurate picture on performance and can understand how your clients’ portfolios are affected.

Despite more model portfolio providers entering the market and the prediction of demand from advisers plateauing, it seems that the requirement for greater transparency of charges from MiFID II has accelerated the trend for investment outsourcing.

The 2020 Financial Adviser Survey reveals how retirement propositions are changing among advisers

Find out which funds have been added and which have been removed in FE Investments' latest Approved List rebalance

We know how important investment research and analysis is during this period of uncertainty. That’s why for the month of May 2020, we are offering firms with a full FE Analytics licence the chance to access our FE Analytics Training Academy ‘Modular Course + Certification Package’ for advisers, absolutely free of charge.

Mikkel Bates, Regulatory Manager of FE fundinfo, on the growing chasm between the regulators and Better Finance (a European body representing savers and investors), and the European Commission and MEPs on the most heavily criticised section of KIDs - performance ratios.

As it looks increasingly like we have now passed the peak of the coronavirus crisis in the UK, commentary has turned to what the potential economic fallout could look like. Nervous clients who stoically rode out the initial market falls may now be reconsidering their options. In this article we show how you can demonstrate sequencing risk through turbulent market conditions, in a visual way your clients can relate to.

The rapid economic slowdown and financial market correction has led to speculation about how long any recession will last and what shape the economic recovery will take. In this article we take a closer look at the likelihood of a V, U, L or W shaped recovery. FOR ADVISER USE ONLY.

The 2020 FE fundinfo Financial Adviser survey is now in its 5th year running. Between the months of November and December 2019 (before the Covid-19 pandemic), we asked 271 financial advisers about their 2020 outlook.

This FE fundinfo white paper will address some of the common questions that we have seen in the market regarding Assessment of Value (AoV) reporting, what it means for Authorised Fund Managers (AFMs) and how they have responded.

Everything you need to know about EMT (European MiFID Template) and the transition to Version 3

Despite rising costs and increasing regulation, the financial advice industry boomed in 2019, buoyed by increasing consumer demand.

In this article we look at a new platform integration from Standard Life and FE Investments that uses technology to help reduce your administrative burden and improve client outcomes. FOR ADVISER USE ONLY.

Is your organisation resource-intensive or resource-effective? The vendor management challenge facing fund managers is an unintended consequence of the continuous onslaught of regulatory change in fund management.

You don’t need to be reminded that we’re currently operating in an unprecedented global environment. The current situation seems surreal and unpredictable. We hear the word ‘corona’ ten times more than we do ‘Brexit’ now.

In a follow-up to our earlier blog questioning the reason for discretionary managers to report immediately to clients whose portfolios have lost 10% of their value since the last regular quarterly valuation

To help Fund Managers and Distributors fulfil their obligations under the new rules from the Hong Kong SFC, FE fundinfo is currently collecting this data from Fund Managers and supporting them in disseminating their regulatory data and documents to Fund Distributors via data feeds to help them demonstrate suitability.

With the high levels of market volatility seen over recent weeks many of the conversations advisers are having with their clients are focused on the strategies available to help mitigate the risks of falling markets. It’s also an important in times like these to reiterate to clients why they should continue to invest for the long term and not react to short term panic.

The European securities regulator ESMA has delayed the deadline for responses to its consultation on technical standards on the provision of investment services and activities by third-country firms by four weeks from the end of March to 28 April.