News

FE fundinfo has announced that they will be integrating DDO data and TMD documents into their suite of products, including the flagship research tool FE Analytics. 

The one about Cashflow Planning with Ray Adams

The deal brings together FE fundinfo’s fund data and technology expertise in the UK, Europe & Asia with FundConnect’s complementary set of services and their unique position in the Nordic fund industry.

The European Commission has kicked off its long-awaited review of the PRIIPs Regulation. Regulations Manager Mikkel Bates takes a look at what the review could have in store.

CashCalc wins Professional Paraplanner ‘Best small product or service provider’ award 2021, as voted for by paraplanners.

As we become more and more digitalised, data informs and shapes our decisions more than we know. 87% of buying decisions begin with research conducted online. Billions of people contribute to the data footprint, as a result the dissemination and circulation of data on the internet has tested its integrity.

As FE fundinfo publishes its latest Crown Ratings rebalance, find out what funds, groups and investment styles have outperformed throughout 2021:

Some long-awaited developments for UK PRIIPs KIDs, but will the FCA's proposals create more confusion than they intend to solve?

FE fundinfo have partnered with the leading Australian provider of corporate trustee services, Perpetual Corporate Trust, to provide DDO digital solutions to its 50+ investment managers.

Transform how you engage with your clients by downloading the free CashCalc app from the Apple App Store and Google Play Store today.

FE Investments appoints Toyosi Lewis as its new decumulation and retirement specialist

We are excited to share that we have won the Professional Paraplanner Awards 2021 for 5th year running.

FE fundinfo has relaunched its fund news channel with UBS Global Wealth Management to provide investors with up-to-date news and analysis from the fund managers.

From integrating with FE fundinfo to improving the Anti-Money Laundering (AML) feature, catch up on all the latest developments made in June 2021.

Today we are announcing a new ESG data agreement that will see MSCI's ESG ratings incorporated into FE Analytics, Trustnet and fundinfo.com

With the FCA publishing its first review into Assessment of Value Reports, our Regulations Manager Mikkel Bates takes a look at the finer details

The FCA has published its promised consultation paper on TCFD which provided some interesting details for asset managers, life insurers and regulated pension providers.

Why ESG is one of the only changes in the financial services industry where consumer demand is setting the pace ahead of regulation

A new report proposing changes to transparency disclosure rules could have an impact on PRIIPs. Mikkel Bates takes a look at what these changes could mean for asset managers

Here are our top 5 cashflow planning tips to help you create powerful and engaging lifetime cashflow plans with CashCalc.