FE fundinfo

💡What would you do with 30% more time in your business? In our latest "Connected to Growth" webinar, we explored how integrated technology helps advisers streamline their workflows and focus on what matters most. The impact goes beyond efficiency — it’s about reinvesting that time into: 🔹 Deepening client relationships 🔹 Strengthening compliance 🔹 Scaling with confidence As Matt D'Souza, Head of Strategic Accounts, noted: “That extra time isn’t a bonus — it’s already spoken for. It goes into the things that matter most.” ➡️Watch the full discussion here: https://xmrrwallet.com/cmx.phubs.ly/Q03z2BX_0 #WealthManagement #FinancialAdviserSurvey2025 #IFA #FEfundinfo

💡Are new US trade tariffs reshaping global markets? This week saw a surge in trade negotiations as countries moved to secure agreements with the US ahead of its 1 August tariff deadline. South Korea and the EU have joined the UK in concluding trade agreements to secure lower headline rates. ➡️Discover how this week’s events moved the markets in FE Investments’ update: https://xmrrwallet.com/cmx.phubs.ly/Q03zZv_70 #FEInvestments #FinancialAdvisers #MarketUpdate #GlobalMarkets #TradeTariffs #Investments

🚨 Ireland Roadshow: The Future of Financial Advice We’re hitting the road this autumn with two exclusive in-person events exploring how advice is evolving – and what Irish firms need to do to stay ahead. Join us in Dublin, Hilton Garden Inn, on 30 September or Limerick, Clayton Hotel, on 1 October to discover: 🔹 The biggest trends shaping the industry 🔹 The latest on changing regulations 🔹 New tech transforming the adviser experience If you’re focused on growth, innovation or compliance, this is your opportunity to connect, learn and get ahead of the curve. ➡️ Register now: https://xmrrwallet.com/cmx.phubs.ly/Q03zXYQp0 #FEfundinfo #FinancialAdvice #IrelandRoadshow #AdviserTech #Compliance #Innovation

💡Unlock the potential of tailored MPS Think co-manufacturing is only for big firms, too compliance-heavy or means losing control? Think again. Join our 'Lunch & Learn' this September to explore how Tailored MPS can help you: ✅ Personalise portfolios to your clients’ needs ✅ Stay compliant without the operational burden ✅ Retain control of your proposition Locations: Manchester, Sheffield, Wolverhampton, Maidenhead and London Dates: 17, 18, 23, 24 and 25 September ➡️ Reserve your spot: https://xmrrwallet.com/cmx.phubs.ly/Q03zXzvJ0 #FinancialAdvisers #ConsumerDuty #TailoredMPS #LunchAndLearn

🌎Making a difference together At FE fundinfo, we’re proud of our global teams who consistently go above and beyond to support their communities and the environment. From installing a fish-shaped bin to reduce plastic waste in Chennai, to volunteering with ADRA International and SeneCura Group in the Czech Republic, joining the Great British Spring Clean in Woking and hosting a team sports day in Brno — our people are making a meaningful impact in the communities around them. Many thanks to all our employees who continue to drive positive change both inside and outside the workplace. ➡️Ready to make an impact? Join our team: https://xmrrwallet.com/cmx.phubs.ly/Q03zX2Hm0 #CommunityImpact #Sustainability #Teamwork #CorporateResponsibility #FEfundinfo #EmployeeEngagement #GivingBack #EnvironmentalAction

🚨Live demo alert: Create client-specific growth rates – faster Generic growth assumptions don’t always reflect your clients' unique financial journeys. Join us on Tuesday 5 August at 10:00 to see how the new FE Analytics + FE CashCalc integration helps you: ✅ Instantly push portfolio data into FE CashCalc ✅ Build growth templates based on real-time holdings ✅ Deliver tailored advice faster and more efficiently You can support more accurate projections, improve client engagement and reduces manual effort — helping you clearly demonstrate the value of your advice. ➡️Register now: https://xmrrwallet.com/cmx.phubs.ly/Q03zySHQ0 #FinancialPlanning #FEAnalytics #FECashCalc #LiveDemo #ClientCentric #WealthManagement #AdviserTech

💡How do you deliver smarter client engagement at scale? For Adriana Lokman DipPFS, Cert CII(MP), the answer was simple: bring data, research and reporting into one connected platform. By consolidating its tools with FE Analytics, the leading advice firm: ✅ Gained faster access to independent, accurate data ✅ Streamlined client reporting across the business ✅ Freed up time for deeper conversations and personalised advice The result? More confident recommendations and stronger client relationships — all while reducing time spent on manual research. ➡️Read the full success story: https://xmrrwallet.com/cmx.phubs.ly/Q03zyPTr0 #FEAnalytics #WealthManagement #FinancialAdvice #TechInAdvisory #AdviserEfficiency #ClientReporting

🌍️ Two new stops just announced on our Better Connected World Tour! Join us in London on 13 November and Zürich on 19 November as we bring together industry leaders to explore the future of investment through connection and innovation. What to expect: 🔹Insightful talks from top voices in the industry 🔹High-impact networking opportunities 🔹Practical insights into how AI, automation and digital tools are driving smarter growth, faster delivery and deeper investor engagement This is the investment industry’s opportunity to get Better Connected. Don't miss it! ➡️Register now: https://xmrrwallet.com/cmx.phubs.ly/Q03zJsVT0 #BetterConnectedWorldTour #FEfundinfo #assetmanagers #wealthmanagers

💡In turbulent markets, resilience beats growth This year’s Asset Managers Report reveals how success is now defined by agility, operational efficiency and connected infrastructure. 100 senior asset managers shared how they’re adapting in real time. ➡️Read the top trends reshaping the industry: https://xmrrwallet.com/cmx.phubs.ly/Q03zt5X10 #FEfundinfo #AssetManagement #LeadershipInsights #InvestmentTrends

📢 FE fundinfo reveals the results of its H1 2025 Crown Ratings rebalance The latest update highlights a clear shift in sentiment, with growth-focused and quant-driven funds rising to the top, while value strategies saw notable declines. ➡️ Discover which funds, sectors and groups came out on top: https://xmrrwallet.com/cmx.phubs.ly/Q03zsYmL0 #FEfundinfo #CrownFundRatings #Ratings #Crowns #Investment #FundResearch