The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients.

Vanguard
US investment manager Vanguard, which oversees $13.3 trillion in assets globally, has expanded its low-cost global equity UCITS ETF range. It has launched three new funds: the Vanguard FTSE Global All-Cap UCITS ETF, the Vanguard FTSE Global Small-Cap UCITS ETF; and the Vanguard FTSE All-World ex-US UCITS ETF.

The exchange-traded funds (ETFs), which will be listed on the London Stock Exchange, Deutsche Börse, Euronext Amsterdam, Borsa Italiana and SIX Swiss Exchange, will be managed by by Vanguard’s Global Equity Group.

The Vanguard FTSE Global All-Cap UCITS ETF is designed to give investors exposure to the full investable equity market through a single fund, including large-, mid- and small-cap companies across developed and emerging markets, the firm said in a statement. The Vanguard FTSE Global Small-Cap UCITS ETF provides a way of adding global small-cap exposure, while the Vanguard FTSE All-World ex-US UCITS ETF can be an alternative for investors who already hold, or wish to manage separately, their US equity allocation, as well as any investors who want broad exposure to developed and emerging markets outside the US.

The new ETFs sit alongside Vanguard’s FTSE All-World UCITS ETF, which provides exposure to large- and mid-cap companies across developed and emerging markets, and form part of Vanguard’s expanded UCITS ETF range of 2026. This follows the launch of US-focused Russell ETFs in July and European equity ETFs earlier this year, as well as the recent fee reduction of the Vanguard FTSE All-World UCITS ETF. Together, these developments reflect Vanguard’s aim to  expand its low-cost UCITS ETF range to meet investors’ needs for simple building blocks to construct globally diversified equity portfolios, while retaining the flexibility to refine regional and market-cap exposures.

FE fundinfo
After last week's confirmation that Nexus for Financial Advisers is bringing the entire advice journey into one AI-powered platform, with more than 25 new capabilities being introduced this year, FE fundinfo has launched an Irish Gross Cashflow modeller within Nexus for Financial Advisers, extending its end-to-end approach to cashflow planning. The Gross Cashflow modeller brings built-in tax-aware planning to advisors in the market.

FE fundinfo is a financial data company which connect the investment industry in the UK, Europe and Asia Pacific through a single integrated platform Nexus.

For Irish advisors, genuinely tax-aware financial planning has meant working around the tools available, the firm said in a statement. The Irish tax system is complex, and few cashflow tools have handled it properly, leaving advisors little choice but to rely on a patchwork of spreadsheets, manual calculations and tax conversations referred elsewhere. FE fundinfo said it has changed that with Irish tax functionality purpose-built for the market. Advisors can offer greater value and have deeper conversations about tax with clients, without having to do manual calculations.

The Irish Gross Cashflow modeller adds Irish tax treatment to the existing net cashflow modelling within Nexus for Financial Advisers, bolstered by AI-powered, whole-of-market cashflow modelling capabilities planned for delivery later this Autumn.

"Advisors don't want more software, they want more capacity, and that means technology has to work the way they already do, wherever they're based,” Ishaan Sethi, head of UK wealth products at FE fundinfo, said. “Advisors in Ireland have distinct tax and planning requirements, and Irish Gross Cashflow brings those requirements directly into Nexus, giving them accurate, tax-aware forecasts within the same connected workflow, without switching tools or re-keying data.”

"Last week, we committed to adding more than 25 new capabilities to Nexus for Financial Advisers by the end of the year, and Irish Gross Cashflow is the latest delivery against that commitment. We're building more of the advice journey into Nexus with every release, giving advisors one connected platform that reflects how they work and the clients they serve," Sethi added.

Within the platform, Nexus Assistant, which is live for more than 1,000 advisors, automatically prepares for and captures every client meeting. Investment research and cashflow planning are already connected, with AI-generated suitability reporting due this autumn and practice management integration to follow. Irish Gross Cashflow extends that same connected experience to Irish advisors, the firm said.