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What will need to be included on new DBFO advice documentation?

quality-of-advice-review/

The government has shared further details about how the Statement of Advice replacement documentation will look under Delivering Better Financial Outcomes legislation.

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Vanguard seeks to increase global equity ETF range

ETFs/vanguard/international-equities/

Vanguard has indicated it is actively trying to meet the demand for international ETFs with its next ETF launches sitting in this space.

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MSC Group makes internal promotion to COO

Australian-Executor-Trustees/fund-trustees/MSC-Trustees/appointments/

Trustee and fund administration platform MSC Group has promoted Shelley Brown as its chief operations officer, having successfully completed the integration of the Certane Corporate Trust business.

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Global insurance platform takes majority stake in Aussie advice group

financial-advice/M&A/

Financial advice group Wealth Architects has seen a global insurance platform acquire a majority shareholding, the latest in overseas companies taking an active interest in the Australian financial advice industry.

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The value of Australia to overseas ETF providers

ETFs/APAC/Asia-Pacific/State-Street/

Industry commentators are divided about Australia’s appeal for ETF launches by overseas fund managers, with some viewing it as a gateway to Asia-Pacific while others are valuing its unique characteristics.

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How Platinum’s Alexander plans to turnaround flagship International Fund

Platinum-Asset-Management/Andrew-Clifford/global-equities/

New Platinum International portfolio manager Ted Alexander has told its retail and wholesale investors how he plans to improve the $4.4 billion fund's performance while the firm is also exploring new fee structures.

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SQM Research calls out ‘dubious’ marketing of private credit funds

private-credit/distribution/sqm/sqm-research/

Dubious marketing strategies involving financial advisers are among reasons that research house SQM Research has put the private credit space on alert.

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AMP denies staff surveillance allegations

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AMP has refuted claims by the Finance Sector Union that its staff will be subject to video surveillance when they work from home under new employment contracts.

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Perth advice firm targets $1bn FUM

financial-advice/Perth/

Less than six months after launch, Perth-based advice firm Leeuwin Wealth is seeking to double its funds under management to $1 billion within a year.

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Perpetual urges investors to question private credit funds

Perpetual/private-credit/private-markets/financial-advisers/

As private credit funds face further scrutiny, a Perpetual portfolio manager has highlighted key questions for investors to ask when considering these investments.

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