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Showing 11 - 20 of 21 results for %22Vanguard Personal Adviser Service%22

Vanguard UK upends cost of advice

KARREN VERGARA  |  TUESDAY, 20 APR 2021
... that will charge a flat rate of 0.79%, a whopping three times less than what the industry charges on average. Vanguard Personal Financial Planning promises to provide high-quality, low cost, retirement-saving advice based on a tiered approach. Support-service ...

Raiz expands to SMSF market

ANNABELLE DICKSON  |  FRIDAY, 19 MAR 2021
... iShare Core S+P 500, Russell Australian Responsible Investment, Global Sustainability Leaders ETF, iShares Global 100, Vanguard FTSE Emerging Markets Shares, and iShares Global Healthcare. "Offering a custom portfolio gives our growing client base greater ...

Vanguard launches simplified investment platform

HARRISON WORLEY  |  WEDNESDAY, 1 APR 2020
... experience and provide low-cost access to the firm's most popular products. The global funds management giant's new Vanguard Personal Investor offering will allow Australians to invest in the firm's Australian-listed ETFs brokerage free, in a move Vanguard ...

Vanguard pilots new robo offering

ELIZABETH MCARTHUR  |  THURSDAY, 19 SEP 2019
... investing in Vanguard funds in the portfolio will be 0.20%. That makes it significantly cheaper than Vanguard Personal Adviser Service's annual cost of 0.30%. Charles Schwab has taken low-fee robo-advice to another level though, charging a US$300 ...

Digital advice, fintech firms merge

KANIKA SOOD  |  FRIDAY, 3 AUG 2018
A B2B digital advice firm co-founded by a former Vanguard Australia executive has merged with a retiree advice platform founded by a former Challenger distribution head. In a deal finalised this morning, SuperEd merged with Retirement Essentials. SuperEd ...

Vanguard Australia appoints new managing director

KANIKA SOOD  |  TUESDAY, 5 JUN 2018
... Frank Kolimago, who has been with the company for more than two decades. He is currently a principal and head of Vanguard Personal Advisor Services, which he joined in 2015 - leading the team before its launch. Kolimago joined the company in 1996. In ...

Financial services industry welcomes 'Yes' result

EMMA RAPAPORT  |  WEDNESDAY, 15 NOV 2017
... across the financial services industry have welcomed the 'Yes' vote in favour of legalising same-sex marriage. Zurich, Vanguard, Westpac, Australian Ethical and CBA have all expressed delight at the result and affirmed their commitment to equality, diversity ...

Industry stars recognised at 2017 MAX Awards

JAMIE WILLIAMSON  |  FRIDAY, 16 JUN 2017
... Campaign of the Year State Street Global Advisors Finalists Australian Ethical Investments CFA Institute Equity Trustees Vanguard Advertising Campaign of the Year - Consumer ANZ - Love Insurance Initiative Finalists Colonial First State - Be Ready for ...

Robo critical to retirement

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JAN 2017
... attempting to secure funding in order to partner with major financial services institutions. Fintech firm SuperEd, led by Vanguard Australia founder Jeremy Duffield and former Westpac executive Hugh Morrow, is hoping to raise between three and $6 million ...

PROFILE: SuperBPO chief executive Michael Houlihan

DARREN SNYDER  |  FRIDAY, 23 OCT 2015
... SuperBPO), Houlihan spent 10 years as head of product and technical services for both JBWere Investment Management and Vanguard Investments Australia. In between there were a couple of roles as head of product and technical services for both Vanguard ...