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SMSFs continue to fly solo

Self-managed super fund trustees continue to shun the services of financial advisers despite the fact many concede they need expertise on regulation changes and investments.

Australia
Australians
Irene-guiamatsia
Balaji-gopal
Investment-trends

Australia inflation: Nervous SMSFs plan to ramp up cash, bond exposure as interest rates rise, Vanguard and Investment Trends find

People are also growing more cautious about opening self-managed super funds, and the starting age and account balance of new members is going up, a report has found.

Irene-guiamatsia
Rhett-wyman
Balaji-gopal

Women more likely to seek advice for their SMSF: Vanguard

Women in SMSF are more likely to seek the guidance of a financial adviser according to the latest data from the Vanguard/Investment Trends SMSF Report. And while women predominantly seek outside advi

Australia
Australian
Balaji-gopal
Head-of-financial-adviser-services
Financial-adviser-services
Women
Eek
Advice
Msf
Anguard

Vanguard bolsters retail team amid restucture

The investment manager has announced the creation of two new divisions and outlined a new structure bringing together its superannuation and non-superannuation businesses.

Australia
Pennsylvania
United-states
Australians
Australian
Brenae-smith
Shannon-nutter
Curt-jacques
Balaji-gopal
Rebecca-supierz
Maxim-tambling
Daniel-shrimski

Vanguard restructures retail unit, creates executive roles

Vanguard Australia has overhauled its superannuation and Personal Investor businesses, appointing two executives to newly created roles to help lead the merged retail units.

Australia
Pennsylvania
United-states
Australians
Australian
Rebecca-supierz
Michael-lovett
Daniel-shrimski
Curt-jacques
Balaji-gopal
Brenae-smith
Lakshi-prabhakaran

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