FE has launched a tool it has said will offer advisers a "clear" and "transparent" view of all the pre-sale (ex ante) charges they need.
The FE Analytics+ Ex Ante Costs and Charges Calculator allows ex ante investment product charges for all funds in a portfolio, adding up the weighted holdings to provide an aggregate of costs, the firm...
Three shifts in sector
Numbers in Adviserland
Service increasingly key
Working on portfolio of unquoted healthcare investments
Managed by Benchmark Capital CIO Alex Funk
‘If you do not wish to offer protection advice, refer it’
‘Not just a sponsor’
Existing customers can stay put