Service quality trumps size for advisers’ retirement product selection

platforms/decumulation/Adviser-Ratings/retirement-planning/

Platform-based superannuation funds are beating out industry fund models when it comes to adviser satisfaction, with service quality playing a key role in advisers’ decision-making.

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Government urged to address shrinking advice profession

CPA-Australia/Royal-Commission/financial-advice/education/

With millions of Australians rushing towards retirement, CPA Australia said urgent action is needed to bolster the financial advice profession before it becomes an “irreversible crisis”.

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Evolving retirement strategies for an ageing population

T.-Rowe-Price/retirement-income/financial-products/

Investment strategies must adapt to an ageing population, believes T. Rowe Price’s Cassandra Crowe, or individuals will risk outliving their retirement savings.

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Robeco looks to SSGA for portfolio manager hire

robeco/appointment/australian-equity/State-Street-Global-Advisors/

Global asset manager Robeco has expanded its Australian fund management team with an equity appointment.

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Relative Return Insider: Markets’ Trump tariff complacency a ‘boiling frog’

Podcast/Relative-Return/

In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford dive into the wee

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Unregistered advisers result in infringement notices for 2 AFSLs

ASIC/infringement/advice/

ASIC has issued infringement notices to two AFSLs over financial advisers providing personal advice while they were unregistered.

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AMP announces senior platform appointment

amp/amp-north/appointment/platform/

AMP has announced a senior appointment to its North leadership team, reinforcing the firm’s commitment to the advice industry.

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Comprehensive advice significantly improves retirement outcomes: Vanguard

retirement-advice/vanguard/research/accessibility-of-advice/

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cost continues to be an issue.

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Australian Ethical sees FUM jump by a third in FY25

Australian-Ethical/fund-management/financial-results/

Ethical investment manager Australian Ethical has seen its funds under management rise by a third over FY25 to close out the year at $13.9 billion.

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Private market providers risking adviser trust with misleading products

bfinance/private-markets/retail-investors/wholesale-investing/evergreen/

Retailisation of private markets such as evergreen funds may seem like appealing options for wholesale and retail investors, but providers risk undermining trust if their products are unclear.

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