Our resources hub contains the latest insights from our fund industry experts and thought leaders. Here you can access our latest reports, white papers, regulation guides, company updates and videos, covering every area of the investment industry.
Adviser Annual Survey Report 2022
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.
In this survey, we take a deep dive into how financial advisers are adapting:
- The post-pandemic world
- Accelerating the tech change
- Rethinking retirement
- The business of advice
- The role of the adviser in ESG investing
Global Fund Management Regulatory Outlook 2022
After a lull during the pandemic, regulators across the globe are playing catch-up and are driving forward new directives which will have a significant impact on fund distributors and fund managers. From the UK and Europe to Asia and Australia, find out how regulators are shaking up the global funds industry.
ESG Investing – Entering the Mainstream
In recent years, investors, institutions and advisers have all been looking to incorporate ESG factors into their portfolios. But what is ESG investing? And can investors ever know how their money is being invested? Our white paper looks at all things ESG, dispelling myths and addressing some of the controversies.
A Closer Look and Preparing for PRIIPs Regulation
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.
Thriving Through Turmoil
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.
Surfing the Wave
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.
Getting The Most From The MPS Directory
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.
Watch and learn more about our Financial Advice Hub with a range of how-to, best practice and expert insight videos.
FE Analytics Tips: Custom Portfolio Report
A step by step guide on building your own custom report template.
Introduction to FE Investments
An award winning manged portfolio service.
What is Cashflow Planning?
Learn about the various methods to plan for your future.
Latest insights from FE fundinfo
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.