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News

The added value of an audit trail
Amina Dione
07 September 2020
The added value of an audit trail

With coronavirus-induced volatility hitting markets hard in February and March, many advisers found their processes under increasing strain. The FCA responded by suspending the MiFiD II 10% drop rule until October 1st and with markets showing more stability over the short term, it’s an ideal opportunity for advisers to ensure their processes are compliant and scalable.

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What's the real value of Discretionary Managed Portfolios for financial advisers?
Amina Dione
19 August 2020
What's the real value of Discretionary Managed Portfolios for financial advisers?

Following our recent post on the Four key things to look out for when choosing a DFM we felt it would be beneficial to take a closer look at service delivery, as invariably that’s the primary factor in the decision to outsource investment management. FOR ADVISER USE ONLY.

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FE Investments reaches £3bn AUM
17 August 2020
FE Investments reaches £3bn AUM

Since launching in 2012 FE Investments, the investments arm of FE fundinfo has gone from strength to strength and now has more than £3bn in AUM

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Investment suitability is still under scrutiny
Ed Margot
30 July 2020
Investment suitability is still under scrutiny

The FCA’s Production Intervention and Product Governance rules means financial advisers’ investment recommendations are under greater scrutiny than ever before. FOR ADVISER USE ONLY

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Independent and credible ratings to aid fund selection
27 July 2020
Independent and credible ratings to aid fund selection

An easy-to-interpret overview of core fund information can help advisers quickly assess a fund’s ability to meet clients’ investment objectives and narrowing down which funds to select from.

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2020 Alpha Manager nominees revealed
23 July 2020
2020 Alpha Manager nominees revealed

Find out which managers beat the markets in 2019 to become this year's Alpha Managers

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The importance of data led research when reviewing your MPS selection
Amina Dione
20 July 2020
The importance of data led research when reviewing your MPS selection

In this article we look at how FE Analytics and our MPS Directory allow advisers to confidently monitor their outsourced portfolios.

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FE fundinfo publishes latest Crown ratings
20 July 2020
FE fundinfo publishes latest Crown ratings

Find out which funds have been awarded a prestigious 5-Crown rating in FE fundinfo's latest rebalance

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Four key things to look out for when choosing a DFM
Amina Dione
01 July 2020
Four key things to look out for when choosing a DFM

Choosing a Discretionary Fund Manager to outsource to requires appropriate due diligence and strategic alignment between them and your business. FOR ADVISER USE ONLY

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50 providers now on FE fundinfo's MPS Directory
08 June 2020
50 providers now on FE fundinfo's MPS Directory

Since launching five years ago, the MPS Directory has gone from strength to strength

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Up-to-date performance data during fast moving markets with FE Analytics
Amina Dione
02 June 2020
Up-to-date performance data during fast moving markets with FE Analytics

With markets moving dramatically within a single day, having access to up-to-date and reliable data is imperative so you always have an accurate picture on performance and can understand how your clients’ portfolios are affected.

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Financial advisers enhancing their retirement propositions
18 May 2020
Financial advisers enhancing their retirement propositions

The 2020 Financial Adviser Survey reveals how retirement propositions are changing among advisers

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FE Analytics lockdown learning
Amina Dione
06 May 2020
FE Analytics lockdown learning

We know how important investment research and analysis is during this period of uncertainty. That’s why for the month of May 2020, we are offering firms with a full FE Analytics licence the chance to access our FE Analytics Training Academy ‘Modular Course + Certification Package’ for advisers, absolutely free of charge.

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Helping your clients understand sequencing risk
Amina Dione
04 May 2020
Helping your clients understand sequencing risk

As it looks increasingly like we have now passed the peak of the coronavirus crisis in the UK, commentary has turned to what the potential economic fallout could look like. Nervous clients who stoically rode out the initial market falls may now be reconsidering their options. In this article we show how you can demonstrate sequencing risk through turbulent market conditions, in a visual way your clients can relate to.

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What could an economic recovery look like?
Ed Margot
28 April 2020
What could an economic recovery look like?

The rapid economic slowdown and financial market correction has led to speculation about how long any recession will last and what shape the economic recovery will take. In this article we take a closer look at the likelihood of a V, U, L or W shaped recovery. FOR ADVISER USE ONLY.

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Surfing the wave - how the financial advice industry boomed in 2019
20 April 2020
Surfing the wave - how the financial advice industry boomed in 2019

Despite rising costs and increasing regulation, the financial advice industry boomed in 2019, buoyed by increasing consumer demand.

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A tailored MPS service
Ed Margot
17 April 2020
A tailored MPS service

In this article we look at a new platform integration from Standard Life and FE Investments that uses technology to help reduce your administrative burden and improve client outcomes. FOR ADVISER USE ONLY.

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Using data and analytics to help reassure your clients
Amina Dione
31 March 2020
Using data and analytics to help reassure your clients

With the high levels of market volatility seen over recent weeks many of the conversations advisers are having with their clients are focused on the strategies available to help mitigate the risks of falling markets. It’s also an important in times like these to reiterate to clients why they should continue to invest for the long term and not react to short term panic.

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Demonstrating value in uncertain markets
Amina Dione
12 March 2020
Demonstrating value in uncertain markets

As a one-stop tool for investment research, analysis, due diligence and monitoring, FE Analytics is the ideal tool to help you communicate effectively with your clients during times of uncertainty.

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Wealth managers reduce exposure to UK Property
27 February 2020
Wealth managers reduce exposure to UK Property

Following the high-profile suspensions of the M&G and Prudential UK Property funds in 2019, UK wealth managers have significantly reduced their exposure to UK property as an asset class.

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