News

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.

Whether you're gathering personal and financial information when onboarding clients or gathering information ahead of an annual review meeting, securely digitalising the process not only engages your clients in the financial planning process, but adds efficiency and saves you time.

An aging population faces many dilemmas with greater numbers requiring retirement planning advice than ever before. However, not all approaches are suitable for all clients, and can require a more nuanced approach.

Responsible investing has seen an acceleration in interest in the last few years. However, keeping up with new terminology and investment products can pose a challenge for advisers.

Find out how you can use FE Analytics to analyse your clients' existing investments, check the suitability of their investments and customise your analysis and reporting for retirement.

Seven active fund managers have joined FE fundinfo’s coveted ‘Hall of Fame’ list for the first time in 2022, which recognises those managers who have been ‘Alpha-rated’ over a period of seven years.

Following our acquisition of CashCalc, Oli Greenspan has joined FE fundinfo to oversee the continued growth of our adviser services

New range of investment reports help advisers explain key ESG exposure risks to clients and provide data and insights into the issues their clients care about.

More than 50 fund managers have joined the 2022 Alpha Manager list, which is compiled each year by leading fund data and technology company FE fundinfo and recognises the top 10 per cent of UK retail-facing managers

With economies reopening after the Covid-19 pandemic, find out which funds have been awarded a 5-Crown rating by our team of fund experts

As the FCA consults with industry experts on the propose Sustainability Disclosure Requirements (SDR), FE fundinfo urges the regulator to think about consumers

Find out which funds have been added and which have been removed from FE Investments' latest rebalanced of its Approved List of funds

Following the acquisition announcement in October, FE fundinfo receives regulatory approval for the acquisition of Zenith Group in Australia

Just six months after reaching £4bn of assets under management, FE Investments has broken the £5bn barrier

The publication of FE fundinfo's ESG Market Review reveals some unique insights into how different sectors and regions are performing when it comes to their ESG scores

With retirees facing different risks from the accumulation phase of their investment journeys, FE Investments has launched a new range of decumulation portfolios

The fundamental consideration for any IFA advising clients in retirement is whether they have saved enough to maintain the lifestyle they want through a sustainable income.

Analysing the UK Economy and Inflation

FE fundinfo has acquired Zenith Group (including Zenith Investment Partners and Chant West), a well-respected research, ratings, managed accounts and adviser technology provider in the APAC region.

Applying ESG Theory to Investment Selection