News

EET data is now available on fundinfo.com, FE fundinfo's leading international platform for fund information and mandatory publications of investment funds. Investors can freely access the new EET section on the fund detail page, available for funds in 22 fund markets.

The FCA recently released its Retirement Income Data to help advisers understand the retirement landscape and how their clients are looking at retirement. The data looks at trends in pension withdrawal rates, DB to DC pension transfers received as well as the use of advice when clients purchase retirement products, amongst other metrics.

Providing advice is complicated, and integrating a client's sustainability values even more so. There are many different approaches that advisers can take with ESG, ranging from simple one-size-fits-all screening processes, through to bespoke solutions for every individual client. There are merits to the different approaches, but can some solutions be too simple, and are others too complex?

The FCA’s published its consultation paper on Sustainable Disclosure Requirements on 25 October, a few months later than initially planned. FE fundinfo’s Regulation Manager, Mikkel Bates takes a closer look - read more on the proposed rules focussed on protecting consumers from greenwashing and rebuilding trust.

At the end of September, the European investments regulator ESMA published its final report on “guidelines on certain aspects of the MiFID II suitability requirements”.

Recent messages around the state of the UK economy and the new leadership's fiscal plans have been somewhat mixed in recent weeks with an initial emergency budget increasing market uncertainty and volatility. With the previous Chancellor, Kwasi Kwarteng, now removed from the post and Jeremy Hunt installed instead, how will markets react to the U-turn being implemented by the new Chancellor?

Markets have reacted strongly following the announcement of wide-ranging tax cuts by the new Chancellor, Kwasi Kwarteng. Volatility has spiked and there are fears over the strength of the UK economy, but will these fears actually play out in the longer term?

Periods of market volatility can be stressful for investors and they may wish to exit the market to reduce downside risk. However, they can then miss out on market rallies - so is there a right course to take?

As at the end of August, FE fundinfo has received European ESG Templates (EETs) for over 94,000 share classes or products from 287 providers. Interesting insight is drawn from the 6000 Article 9 funds as at least 1,500 funds might need to review their Article 9 status.

The regulations governing how advisers must treat ESG investments are seeing considerable change and should be kept in mind to provide better outcomes for clients.

Manually onboarding clients is a time-intensive task, but with the FE Onboard secure Portal, you can create a seamless experience that will benefit both you and your clients.

The principal adverse impact (PAI) on sustainability factors considered by more ESG funds than any others is their underlying companies’ exposure to controversial weapons, closely followed by their involvement in violation of the United Nations Global Compact (UNGC) principles.

You can now conduct straight-through processing from your CashCalc account to an investment platform, thanks to our stage one integration with Fundment.

Our full 2-way integration with Adviser Cloud will help reduce the need to manually key client information and make your financial planning process much more efficient.

Between 1 January 2023 and 31 December 2026, UCITS in the EU will need to produce PRIIPs KIDs, while those in the UK will continue to produce UCITS KIIDs.

France’s financial regulator, the AMF, is reported to have announced that it is postponing the incoming requirement under MiFID II and the Insurance Distribution Directive (IDD) for advisers to ask their clients about any sustainability preferences when assessing suitability.

Advisers are already faced with a huge amount of information when it comes to ESG and investments. However, they require access to clear, detailed and comparable reporting on ESG, if they are to meet both clients’ needs and regulatory requirements.

Following your feedback, our 2-way integration with Intelliflo Office now includes Protection Policies, therefore reducing the need for you to manually key client information even further.

Being an IFA means putting your clients’ needs and goals at the forefront of your service. We interviewed Matthew Wiltshire, award-winning Chartered Financial Planner and Managing Director at Niche IFA, asking him what a good financial advice process consists of.

There is a lot to consider when you give retirement advice, and financial planners rightly want to have more time to spend with clients. The FE Investments Decumulation review tool can help save time and bring extra value to an adviser's clients.