Resources Hub

In the era of Consumer Duty, delivering fair value and good client outcomes is imperative. As the regulator raises the bar, advisers are under pressure to adapt their investment propositions to meet these heightened expectations.

Discover how Asset Managers can tackle the dual pressures of regulatory compliance and cost management and how the right technology can provide a balanced solution.

New market research findings reveal asset managers embrace data amidst market uncertainty. FE fundinfo conducted in-depth research with 100 senior industry leaders, providing insights into the current state of the industry, the major threats and challenges ahead, and the strategic priorities they are focusing on to address these issues.

Ready to transform your fund factsheets production process? Learn more on the strategic advantage of modernising factsheet production for accuracy and scale and download our latest expert guide.

In this whitepaper, we explore the next steps of ESG’s journey into the mainstream, including advances made in regulation and data provision, where the gaps still lie, and how companies, fund providers and investors can avoid the dangers of greenwashing.

The almost never-ending smorgasbord of deadlines that reared their heads made 2022 one of the toughest years on record to manage. In this document we review the various themes that came to the fore during the year, as well as a broad look ahead at what we can expect in 2023.

The PRIIPs Regulations have had a long and complicated route to implementation. But with the EU pressing on with its introduction and the UK likely to follow suit in some form or another, our white paper takes a closer look at the regulations that are likely to shake up the funds industry.

With Consumer Duty and AI bringing major developments to the advice industry in 2023, our 2024 Financial Adviser Survey provides key insights on how financial advisers are responding to these regulatory and technological changes to improve their business enhance outcomes for their clients.

With advisers capitalising on the opportunities offered by new technology, ESG investing and growing flexibility in retirement solutions, our 2022 Financial Adviser Survey provides a unique insight into how advisers are responding to the post-pandemic world.

A year of unprecedented change saw many advisers having to adapt quickly to new challenges and opportunities. Our 2021 Financial Adviser Survey reveals how advisers tackled a new business landscape, the growth in ESG investing, changing retirement strategies and a new regulatory environment.

Despite rising costs and increasing regulatory pressures, our 2020 Financial Adviser Survey identifies the key trends impacting advice businesses. Be it the burgeoning opportunities of ESG investing, or greater use of outsourcing, find out how advisers are surfing the waves of new opportunities.

Discover our video training series designed to show you the key features of FE Analytics and how to use them.

Watch our FE CashCalc video training series and learn how to get the most from its range of powerful tools.

From data at holdings level to generating charts, tables and portfolio scans, find out how advisers are using FE fundinfo’s MPS Directory to support their businesses.

A step by step guide on building your own custom report template.

An award winning manged portfolio service.

Learn about the various methods to plan for your future.