News

Discover how the FE fundinfo Financial Advice Hub can support you in meeting the Price and Value outcome using digital onboarding, cashflow modelling, powerful calculators and financial planning tools, and whole of market investment data.

Find out how to make the most suitable recommendations for your clients by utilising FE CashCalc's digital onboarding and cashflow planning tools.

Explore how FE Analytics’ powerful tools and unparalleled data can help you make suitable, fully evidenced recommendations that meet the needs of your clients, and help you comply with the Consumer Duty Products and Services outcome.

Increasingly, advisers are partnering with specialist investors to complement their process and help deliver better advice outcomes for their clients - but why?

There are more and more model portfolio services now on the market. With so many solutions to choose from, it can be difficult to know where to begin when comparing your options.

Funds that are utilising a value style of investment are outperforming those that don’t in the latest FE fundinfo Crowns rebalance.

Watch our webinar with the Verve Group focused on Retirement advice.

With so many cashflow planning tools now on the market, it is important to understand what you should be looking for when investing in a new tool to enhance your tech stack, bring efficiencies to your advice process, and help you provide the best outcomes for your clients.

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?

On 11 May, FE fundinfo hosted a range of industry experts and 70 financial advisers in London to discuss the ways in which technology could change the advice process in the future.

Financial advisers have significantly increased their focus on sustainable and responsible funds since the Covid-19 pandemic, leading industry statistics from FE fundinfo has shown.

A survey by FE fundinfo has found that 90% of financial advisers believe integrations between software providers are important to their financial planning process.

Regulatory pressure, coupled with the rise in inflation and the cost-of-living crisis, is placing a spotlight on how advisers deliver investment solutions for retirees. How can you ensure your approach is robust, compliant, and balances risk appropriately?

The Spring Budget announced by the Chancellor brought a shake-up in pensions regulation. As well as assessing the impact this will have on their clients, advisers may have to re-examine how they are offering retirement advice in this new light. Read on to learn FE Investments’ views on what the Budget means for advisers and their clients, and what additional pension changes could soon follow.

It’s been a reversal of fortunes for many funds in the latest FE fundinfo Crown rating rebalance with nearly 50 funds changing their rating by 3 or 4 Crowns compared to 35 at the last rebalance.

FE fundinfo, the global leader in investment fund data and technology, has signed-up over 75 managed portfolio providers to its MPS Directory.

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.

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.

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?

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