News

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

FE fundinfo, a global leader of fund information, technology and services, has announced the acquisition of French-based firm Adjuto, helping to demonstrate its commitment to enhancing fee and distribution channel management solutions.

The EU hasn’t exactly covered itself in glory when it comes to setting out clear sustainability disclosure rules or even getting those rules out in the right order.

In an era marked by rapid advancements and changes in consumer expectations, the need for a comprehensive framework that balances consumer rights and economic growth has taken centre stage.

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.

Whilst investing in portfolios often means investing for long-term returns, this can sometimes conflict with an investor’s current situation. Can you complete the financial advice puzzle without portfolios of different term-lengths available to you?

FE fundinfo, a global leader in investment fund data and technology, has appointed Liam Healy as its Chief Executive Officer, effective 4 September 2023.

Morningstar’s new Medalist Rating is now available in FE Analytics for better strategic evaluation of a fund’s performance.

FE fundinfo has released data showcasing the best performing funds and sectors for the first half of 2023.

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

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.

Our newest enhancements to FE CashCalc allow advisers to input additional questions within the Fact Find templates. These enhancements were built directly based on adviser feedback, ensuring that we are always improving the tool to best support you and your clients.

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

Providing suitable retirement advice has never been harder for financial advisers.

We are pleased to announce new Value for Money functionality in FE Analytics that will support advisers in meeting the Consumer Duty 'Price and Value' outcome. This includes Assessment of Value documents and new Value for Money data fields located in a fund's factsheet.

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.

In the fast-paced and ever-evolving world of asset management, maximising returns and future-proofing the back and middle office is crucial for all investment firms’ success.

In today's financial landscape, the role of financial advisers is more critical than ever. As consumers navigate complex investment decisions and seek expert guidance, it is essential for advisers to fulfil their responsibilities towards their clients.

Almost half a million hours, costing more than £70m, in wasted financial adviser time during 2022 could now be put to better use, stats show following the latest FE fundinfo integration.

FE fundinfo Regulatory Manager, Mikkel Bates discusses the FCA’s Consumer Duty, how it differs from the ‘Treating Customers Fairly’ principle and how it is definitely not business as usual for Asset Managers.