---
title: | Corporate
---

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### Recent Posts

## Corporate

## Recent Posts

## [FE Analytics: ‘Leading Independent Planning Tool Provider’ for 5th year in a row](https://info.fefundinfo.com/advisers/fe-analytics-leading-independent-planning-tool-provider-for-5th-year-in-a-row-0)

 By [Corporate](https://info.fefundinfo.com/advisers/author/corporate)

FE Analytics has won the award for the ‘Leading Independent Planning Tool Provider’ at the Schroders’ UK Platform Awards – marking this the sixth time the planning tool has won the award since 2010.

[Read More \[fa icon="long-arrow-right"\]](https://info.fefundinfo.com/advisers/fe-analytics-leading-independent-planning-tool-provider-for-5th-year-in-a-row-0)

## [Liontrust, Brooks Macdonald and Standard Life Wealth join the Model Portfolio Transparency Revolution](https://info.fefundinfo.com/advisers/liontrust-brooks-macdonald-and-standard-life-wealth-join-the-model-portfolio-transparency-revolution)

 By [Corporate](https://info.fefundinfo.com/advisers/author/corporate)

Liontrust, Brooks Macdonald and Standard Life Wealth are now live on FE Analytic’s Model Portfolio Comparison Service – FE Transmission, the service that allows advisers to compare performance data on leading model portfolios.

[Read More \[fa icon="long-arrow-right"\]](https://info.fefundinfo.com/advisers/liontrust-brooks-macdonald-and-standard-life-wealth-join-the-model-portfolio-transparency-revolution)

## [North American growth funds debut in FE Invest Approved List](https://info.fefundinfo.com/advisers/north-american-growth-funds-debut-in-fe-invest-approved-list-0)

 By [Corporate](https://info.fefundinfo.com/advisers/author/corporate)

North American growth funds have been added for the first time to the FE Invest Approved list, as funds in the region are viewed more favourably for UK investors in light of concerns over UK equities as an asset class - following the Brexit vote.

[Read More \[fa icon="long-arrow-right"\]](https://info.fefundinfo.com/advisers/north-american-growth-funds-debut-in-fe-invest-approved-list-0)

## [Mounting demand paves way for model portfolio service FE Invest to be added to three new platforms](https://info.fefundinfo.com/advisers/mounting-demand-paves-way-for-model-portfolio-service-fe-invest-to-be-added-to-three-new-platforms)

 By [Corporate](https://info.fefundinfo.com/advisers/author/corporate)

FE is pleased to announce that the FE Invest Model Portfolios are now available via three more of the UK’s leading platforms following increasing demand from the financial adviser community. 

[Read More \[fa icon="long-arrow-right"\]](https://info.fefundinfo.com/advisers/mounting-demand-paves-way-for-model-portfolio-service-fe-invest-to-be-added-to-three-new-platforms)

## [FE Transmission celebrates 1st birthday but more still needs to be done to bring transparency to the DFM industry](https://info.fefundinfo.com/advisers/fe-transmission-celebrates-its-first-birthday-but-more-still-needs-to-be-done-to-bring-transparency-to-the-dfm-industry)

 By [Corporate](https://info.fefundinfo.com/advisers/author/corporate)

Results from a recent survey of FE adviser clients found that more than half of advisers (52 per cent) only use a single model portfolio service provider – despite the boom in model portfolios and providers since the implementation of the Retail Distribution Review, with advisers turning to DFMs (discretionary fund managers) to assist with managing clients' assets.

[Read More \[fa icon="long-arrow-right"\]](https://info.fefundinfo.com/advisers/fe-transmission-celebrates-its-first-birthday-but-more-still-needs-to-be-done-to-bring-transparency-to-the-dfm-industry)

## [Notification of dividend interest changes](https://info.fefundinfo.com/advisers/change-to-uk-dividend-taxation-net-total-return-performance)

 By [Corporate](https://info.fefundinfo.com/advisers/author/corporate) [FE News](https://info.fefundinfo.com/advisers/topic/fe-news)

On April 6th, new UK taxation will be applied to dividends [https://www.gov.uk/government/publications/income-tax-changes-to-dividend-taxation/income-tax-changes-to-dividend-taxation](https://www.gov.uk/government/publications/income-tax-changes-to-dividend-taxation/income-tax-changes-to-dividend-taxation). 

[Read More \[fa icon="long-arrow-right"\]](https://info.fefundinfo.com/advisers/change-to-uk-dividend-taxation-net-total-return-performance)

## [FE launches FE Analytics Certification amid rise in demand for accreditation](https://info.fefundinfo.com/advisers/fe-launches-fe-analytics-certification-amid-rise-in-demand-for-accreditation)

 By [Corporate](https://info.fefundinfo.com/advisers/author/corporate)

In response to increased demand for professional adviser accreditation, ratings and research firm FE is launching the FE Analytics Certification. The accreditation provides advisory firms with an independent benchmark when looking to hire top talent, while also providing advisers and paraplanners with a way to enhance their personal development as well as demonstrate their capabilities.

[Read More \[fa icon="long-arrow-right"\]](https://info.fefundinfo.com/advisers/fe-launches-fe-analytics-certification-amid-rise-in-demand-for-accreditation)

## [Managing the downside: the latest FE Invest portfolios reshuffle](https://info.fefundinfo.com/advisers/managing-the-downside-the-latest-fe-invest-portfolios-reshuffle-0-0)

 By [Corporate](https://info.fefundinfo.com/advisers/author/corporate)

Volatility is here to stay as FE repositions its successful model portfolio service, FE Invest *–* after a turbulent six months. The head of FE Research, Rob Gleeson underlines the rapid deterioration in market conditions as the catalyst for taking some risk off the table and allocating to broader market strategies, rather than highly focused funds in the current volatile market conditions.

[Read More \[fa icon="long-arrow-right"\]](https://info.fefundinfo.com/advisers/managing-the-downside-the-latest-fe-invest-portfolios-reshuffle-0-0)

## [Broad based strategies in favour in the latest moves in FE’s Approved List](https://info.fefundinfo.com/advisers/broad-based-strategies-in-favour-in-the-latest-moves-in-fes-approved-list-0)

 By [Corporate](https://info.fefundinfo.com/advisers/author/corporate)

Invesco Perpetual Income and Monthly Income Plus, Jupiter Merlin Income Portfolio and Jupiter Merlin Income Portfolio were some of the largest funds falling out of favour with FE’s in-house analysts in the latest review of the FE Invest Approved fund list and the FE Invest MPS (model portfolio service).

[Read More \[fa icon="long-arrow-right"\]](https://info.fefundinfo.com/advisers/broad-based-strategies-in-favour-in-the-latest-moves-in-fes-approved-list-0)

## [True relative risk: multiple fund risk scores combined often give a lower overall score – and shouldn’t be assessed in isolation](https://info.fefundinfo.com/advisers/true-relative-risk-multiple-fund-risk-scores-combined-often-give-a-lower-overall-score-and-shouldnt-be-assessed-in-isolation-0-0)

 By [Corporate](https://info.fefundinfo.com/advisers/author/corporate) [FE News](https://info.fefundinfo.com/advisers/topic/fe-news)

Advisers can now assess the risk levels of any given portfolio, be it an adviser-constructed portfolio or a model portfolio, using FE Portfolio Risk Scores available through FE Analytics.

[Read More \[fa icon="long-arrow-right"\]](https://info.fefundinfo.com/advisers/true-relative-risk-multiple-fund-risk-scores-combined-often-give-a-lower-overall-score-and-shouldnt-be-assessed-in-isolation-0-0)

[All posts](https://info.fefundinfo.com/advisers/all) [Next \[fa icon="angle-double-right"\]](https://info.fefundinfo.com/advisers/author/corporate/page/2)

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