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Your regulatory compass guiding you through 2024
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Gain greater insights into a fund’s ESG performance with our new ESG Ratings from ISS in FE Analytics.
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How the LTA removal may affect your clients' retirement plans and why cashflow modelling is key.
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We are therefore delighted to introduce the first set of ESG Ratings into FE Analytics, designed to give you an indication of the ESG performance of funds and more.
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Morningstar’s new Medalist Rating is now available in FE Analytics for better strategic evaluation of a fund’s performance.
The last two years have been dominated by inflation and rising interest rates. Whilst this has challenged the performance of some asset classes, both dividends and bond yields are higher, which makes the case for high yielding investments compelling.
Watch our webinar with the Verve Group focused on Retirement advice.
There’s still a lack of clarity as to how pension tax rules will change given this year’s Spring Budget. In this time of uncertainty, retirement planning for your clients has become very challenging. How can you provide certainty and confidence for your clients when the regulatory future is outside of your control?
A survey by FE fundinfo has found that 90% of financial advisers believe integrations between software providers are important to their financial planning process.