Financial advice has undergone a radical transformation due to regulatory developments (MiFID II, SFDR, European Taxonomy) that have imposed greater documentation and procedural burdens. This complexity risks distracting advisors from their core business of providing strategic support to clients. Technology emerges as a strategic solution, turning regulatory hurdles into opportunities for differentiation. Platforms such as FIDAworkstation offer an integrated ecosystem of tools to effectively manage regulatory challenges, automating compliance processes and monitoring portfolios.

La consulenza finanziaria ha subito una trasformazione radicale a causa dell'evoluzione normativa (MiFID II, SFDR, Tassonomia Europea) che ha imposto maggiori oneri documentali e procedurali. Questa complessità rischia di distogliere i consulenti dalla loro attività core di supporto strategico ai clienti. La tecnologia emerge come soluzione strategica, trasformando gli ostacoli normativi in opportunità di differenziazione. Piattaforme come FIDAworkstation offrono un ecosistema integrato di strumenti per gestire efficacemente le sfide regolamentari, automatizzando processi di compliance e monitorando portafogli.

This guide explores the intricate world of bond investments, detailing their fundamental mechanics, diverse types, and advanced selection strategies. Bonds are financial instruments where investors lend capital to entities like governments or corporations, receiving periodic interest payments and full principal repayment at maturity. The bond market encompasses various categories, from low-risk sovereign bonds to high-yield corporate securities, with complexity ranging from standard fixed-rate instruments to sophisticated inflation-indexed and perpetual bonds. The article highlights the critical importance of understanding bond characteristics such as credit ratings, interest rate sensitivity, and market dynamics. It introduces the FIDAworkstation's Bond Selector as an advanced tool enabling investors to precisely filter and analyze bonds based on multiple parameters like structure type, currency, maturity, and yield, transforming the complexity of bond investing into a more manageable and strategic process.