Financial Express Analytics has launched a new risk-profiling tool that enables IFAs to use a single system to record a client’s attitude to risk. The tool makes it easier for advisers to recommend a ...

FE fundinfo has acquired Contengo, a UK-based technology provider delivering advanced performance reporting, wealth analytics and data migration solutions to IFAs. Contengo’s data engine collects and ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Cashflow planning is a natural extension of the fund selection process, ...