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Showing 1 - 10 of 17 results for "Personal Investor"

Vanguard lowers platform fees

ANNABELLE DICKSON  |  MONDAY, 12 JUL 2021
Vanguard has made changes to the fees on its Personal Investor platform and introduced a brokerage fee for all listed investments. From August 18 the investment manager will remove the account fee for Vanguard ETFs, managed funds as well as the cash ...

What Gen Z think about investing

ELIZABETH MCARTHUR  |  TUESDAY, 25 MAY 2021
... and 26% of baby boomers were also held back from investing due to a perceived lack of funds. Vanguard head of Personal Investor Balaji Gopal said the report highlighted that people are misinformed about how much money they need to start investing, with ...

Vanguard UK upends cost of advice

KARREN VERGARA  |  TUESDAY, 20 APR 2021
... market remains on supporting third-party advisers, launching Vanguard Super offer and continuing to evolve the Personal Investor service. "Vanguard Australia has long advocated for the value of financial advice, and the critical role that advisers play ...

Vanguard launches SMSF functionality

ELIZABETH MCARTHUR  |  MONDAY, 29 JUN 2020
Vanguard has launched a self-managed super fund capability within its Personal Investor offering. Through Vanguard Personal Investor, SMSFs will be able to trade the top ASX shares by market capitalisation at $19.95 or 0.15% per trade (whichever amount ...

Australia lagging on robo-advice

HARRISON WORLEY  |  FRIDAY, 19 JUN 2020
... using robo-advice in the future," Peker said. "The recent launch of solutions like CommSec Pocket and Vanguard Personal Investor gives Australians greater access to low cost, diversified portfolios. "But to stand out, providers must demonstrate their ...

Vanguard adds to Aussie executive lineup

ALLY SELBY  |  FRIDAY, 19 JUN 2020
Vanguard has appointed a new lead for its Personal Investor business, as the incumbent steps down for opportunities abroad. Balaji Gopal has been appointed as Vanguard Australia's new head of Personal Investor, and will also join the investment ...

Vanguard launches simplified investment platform

HARRISON WORLEY  |  WEDNESDAY, 1 APR 2020
... 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 said is ...

SMAs ideal for low-touch clients

ALEX BURKE  |  THURSDAY, 27 AUG 2015
Separately managed accounts are the ideal solution for clients with lower balances from both a practice management and client outcome perspective, according to research by JBWere. The JBWere/Investment Trends 2015 SMA Report, based on an online survey ...

Northern Trust wins UCA mandate

DARREN SNYDER  |  TUESDAY, 4 AUG 2015
Northern Trust has been appointed to provide global custody services for UCA Funds Management, one of Australia's largest ethical fund managers. UCA Funds Management chief executive, Michael Walsh, said the appointment also brings the company one step ...

Paraplanners master SoAs with COIN

MATT WOODINGTON  |  TUESDAY, 22 FEB 2011
Financial planning software provider COIN has launched training courses for paraplanners, which could go some way to increasing the upskilling in the profession. The three-day courses, Paraplanning Fundamentals, are run in conjunction with outsourced ...
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