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Showing 1 - 10 of 21 results for %22Vanguard Personal Adviser Service%22

Simple strategies to overcome gender super gap

KARREN VERGARA  |  THURSDAY, 7 MAR 2024
... takes only a few minutes, but it can mean thousands or tens of thousands more dollars in your super upon retirement." Vanguard Australia head of financial adviser services Rachel White, who spoke on Morningstar's International Women's Day event ...

Vanguard chief executive Tim Buckley to retire

ANDREW MCKEAN  |  FRIDAY, 1 MAR 2024
Vanguard chief executive and chair Tim Buckley has announced his retirement, set for the end of 2024, after three decades at the investment manager. Vanguard's board of directors is actively searching for Buckley's successor, considering both ...

Robo-adviser reaches US$50bn milestone

KARREN VERGARA  |  MONDAY, 20 NOV 2023
... Wealthfront's dedication to empowering young professionals to achieve their financial goals and shaping the future of personal finance," Wealthfront chief executive David Fortunato said. UBS was set to acquire Wealthfront for US$1.4 billion in early ...

New Vanguard regional ETF capital markets lead

KARREN VERGARA  |  TUESDAY, 25 JUL 2023
Vanguard Australia has appointed a new lead for the Asia Pacific region who will oversee ETF capital markets as the incumbent takes up another role within the firm. Adam DeSanctis, who most recently had a stint in personalised indexing for financial ...

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 ...

ASIC commissioner to join Vanguard

JAMIE WILLIAMSON  |  TUESDAY, 17 JAN 2023
... business." "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
... bringing 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 ...

Direct indexing: The next evolution?

CHLOE WALKER  |  MONDAY, 7 MAR 2022
... by 2025, drawing flows that would otherwise be snapped up by ETFs or mutual funds. To explain direct indexing further, Vanguard senior investment strategist Inna Zorina uses the analogy of going to the gym. "Normally, there are quite a wide range of ...

CFP Board welcomes new chair

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
... in Washington, DC. Her financial planning and investment experience spans two decades. She has worked for the likes of Vanguard and Dimensional Fund Advisors across relationship management and adviser services roles, working alongside ultra-high net ...

Douugh rolls out robo-advice

ANNABELLE DICKSON  |  WEDNESDAY, 25 AUG 2021
... such as fossil fuels, tobacco, fur, military and weapons. The portfolios invest in ETFs offered by BlackRock, Invesco, Vanguard, State Street, Impact Shares and First Trust. "The launch of the Douugh Wealth proposition is a critical milestone on our ...
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