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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.
The Taskforce on Climate-related Financial Disclosures (TCFD) sits at the heart of the ISSB Standards. Discover how Asset Managers can comply with TCFD and position themselves favourably ahead of the ISSB regulatory requirements coming in 2024.
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?
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.
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.