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Showing 1 - 10 of 17 results for "Balaji Gopal"

Australian Unity to wind down Platypus AM

ELIZA BAVIN  |  TUESDAY, 1 SEP 2026
... manager, following a strategic review of the business. Australian Unity chief executive, wealth and capital markets, Balaji Gopal said the business undertook a detailed strategic review which considered a variety of different options for Platypus and ...

Australian Unity names chief of staff, marketing lead

KARREN VERGARA  |  WEDNESDAY, 26 AUG 2026
... the next chapter of growth for Australia's first wellbeing company," Australian Unity said. The two hires join Balaji Gopal, who officially began leading the wealth and capital markets unit as chief executive and group executive on August 24. Gopal ...

Australian Unity names new wealth chief

MATTHEW WAI  |  FRIDAY, 3 JUL 2026
Australian Unity has named the successor of Esther Kerr, who departed the organisation last year. Balaji Gopal will join the firm as chief executive and group executive for wealth and capital markets on August 24, replacing Adam Vise who has been in ...

HUB24 unveils new offering for lower balance clients

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... unintended or costly insurance or tax consequences." Meanwhile, Vanguard Australia head of financial adviser services Balaji Gopal said the ability to offer Vanguard's Diversified Managed Account Strategies through HUB24's new Discover platform "simply ...

Vanguard reveals the premier asset class of the last 30 years

ANDREW MCKEAN  |  WEDNESDAY, 9 AUG 2023
... delivered an average annual return of 9.2% over the past 30 years. Vanguard Australia head of financial adviser services Balaji Gopal said: "Vanguard's annual Index Chart puts into perspective the importance of approaching investing with a long-term ...

SMSFs continue to fly solo

KARREN VERGARA  |  WEDNESDAY, 7 JUN 2023
... trustees now allocating 22% of their assets to cash products," Vanguard Australia head of financial adviser services Balaji Gopal said. "However, we believe Australians saving for retirement should take a longer-term view and avoid reacting to short ...

Vanguard restructures retail unit, creates executive roles

KARREN VERGARA  |  FRIDAY, 19 MAY 2023
... division responsible for the direct-to-consumer market, client growth, member and investor experience, and operations. Balaji Gopal, who has been the head of Personal Investor platform since July 2020, will move on as acting head of financial adviser ...

Vanguard appoints chief financial officer, dumps brokerage fees

CASSANDRA BALDINI  |  THURSDAY, 27 OCT 2022
... It also confirmed plans to introduce a range of new features to the platform. Vanguard's head of Personal Investor Balaji Gopal said small changes in fees can make a big difference over time. "The removal of the current fee is another step in improving ...

Cash was king in FY22: Vanguard

CASSANDRA BALDINI  |  WEDNESDAY, 10 AUG 2022
... across the board are in negative territory. However, cash returned 0.1%. Vanguard head of personal investor Australia Balaji Gopal said the past months have been particularly volatile. "When we say cash is the best-performing asset class, albeit up 0.1% ...

Younger generations lead the SMSF surge: Vanguard

ANDREW MCKEAN  |  THURSDAY, 16 JUN 2022
... more confident in its abilities to manage its own financial affairs. Vanguard Australia head of personal investors Balaji Gopal said: "Research tells us that a record number of new investors made their first trade during the pandemic and a large proportion ...
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