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Showing 1 - 10 of 34 results for "Personal Investor"

SMSFs' use of advisers plummets: Research

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
... advisers have in delivering advice that is suited to the needs of SMSF trustees," said Vanguard Australia chief of personal investor Renae Smith. "It's been a longstanding view of Vanguard's that advice can help investors achieve better outcomes. "When ...

Aware Super hires head of corporate development

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
... from Vanguard Australia where he was head of strategic growth and performance. While there, he worked on its Personal Investor division, including Vanguard Super. Stevens brings extensive experience in the superannuation space, and with mergers, having ...

Vanguard chief executive Tim Buckley to retire

ANDREW MCKEAN  |  FRIDAY, 1 MAR 2024
... senior leadership team in 2001 as head of the information technology division. Buckley then spearheaded the personal investor division, before his tenure as chief investment officer. He was appointed chief executive in 2018 and became chair in 2019. ...

RW Capital launches Pets Fund

CHLOE WALKER  |  FRIDAY, 3 NOV 2023
... will pay out a dividend of 6% to 8% in its first year. RW Capital managing director Dan White, who has been a personal investor with Pet Resorts for close to 15 years, said he is excited to be partnering with an "experienced operator with a proven track-record." ...

Vanguard restructures retail unit, creates executive roles

KARREN VERGARA  |  FRIDAY, 19 MAY 2023
Vanguard Australia has overhauled its superannuation and Personal Investor businesses, appointing two executives to newly created roles to help lead the merged retail units. The fund manager will merge the two retail divisions comprising superannuation ...

Vanguard to close UK financial advice arm

CASSANDRA BALDINI  |  FRIDAY, 3 MAR 2023
... established in 2021 as a low-cost, retirement saving advice solution. The service was bolted on to Vanguard's Personal Investor Platform but failed to gain significant interest from UK clients. "In the UK, we launched Vanguard Personal Financial ...

ASIC commissioner to join Vanguard

JAMIE WILLIAMSON  |  TUESDAY, 17 JAN 2023
... "Following the recent launch of Vanguard Super and a successful three years since the business introduced Vanguard Personal Investor, a platform for investors to invest directly with Vanguard, we have progressed in our goal of providing Australians ...

Vanguard veteran announces retirement

CASSANDRA BALDINI  |  THURSDAY, 15 DEC 2022
... Vanguard's ETFs to Australian investors in 2009 and significantly contributed to the launch of Vanguard Personal Investor in 2020 and Vanguard Super last month. Before starting at the investment giant, Bowerman was a personal finance journalist and ...

Vanguard appoints chief financial officer, dumps brokerage fees

CASSANDRA BALDINI  |  THURSDAY, 27 OCT 2022
... brokerage fee for ETF purchases. The group said it will remove the $9 brokerage fee from today on the Vanguard Personal Investor platform. It also confirmed plans to introduce a range of new features to the platform. Vanguard's head of Personal Investor ...

Vanguard unveils positive impact fund

RACHEL ALEMBAKIS  |  TUESDAY, 18 OCT 2022
... to bring more of those to the Australian market." The new fund will be available to investors on the Vanguard Personal Investor platform for a management fee of 0.79%, low when compared to similar funds in its category. Vanguard will list the fund on ...
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Editor's Choice

Entireti appoints chief investment officer

JAMIE WILLIAMSON  |   12:45PM
The nation's largest financial advice group will soon welcome its first chief investment officer.

Bain Capital improves Insignia Financial bid

JAMIE WILLIAMSON  |   12:09PM
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Australian Ethical 'cautious' on valuations

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ANDREW MCKEAN  |   12:24PM
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