Are weight-loss jabs creating a new advice opportunity?BY MARCELLO BERTASSO | THURSDAY, 22 OCT 2026 2:44PM Clients who lose weight and improve their health often overlook how the change impacts their retirement dynamics and insurance policies.
 NALE: There's still work to be doneRecent legislative amendments have reduced the tax penalty for some expense shortfalls but not all.  The hidden costs of aging: Preparing your finances for the full retirement journeyConventional retirement planning often overlooks the financial needs of later life. Instead, the focus is on planning for the earlier 'active' years of ...  What Aussie advisers can learn from a UK advice tech firmLaunching into a new region is never an easy process, and particularly a region like Australia where the financial advice industry has been in turmoil ...  Why active multi-strategy investing can overcome ESG challengesTwo key principles can help optimise outcomes for investors seeking to build a sustainable global share portfolio: active management and multi-strategy ...  You're worth your fees, right?According to the latest Business Health Future Ready IX report, the average fee being charged to advice clients today is $3852; to be certain, this is ...  Proactive aged care planningAn old saying but one that holds very strong in consideration for aged care. Early planning for aged care can make a significant difference, ensuring ...  Clever contribution strategies for navigating an unusual EOFYAs the end of FY24 approaches, financial advisers can make the most of new opportunities for super contributions.  Deficiencies of risk quantification in the financial advice process in AustraliaRisk quantification is an extremely important part of providing financial advice in Australia. It helps financial advisers evaluate and understand the ...  Inflation, income dominate adviser conversationsWhilst financial advisers tend to contact us about technical topics, their questions on superannuation, tax and social security are often in the context ...  Six major purchases retiree clients regretRetirement is a milestone that many Australians eagerly anticipate - a time to relax, pursue hobbies, travel, and enjoy the fruits of years of hard work. |
Latest News
NCAs unlikely to solve retirement advice gap: HUB24, CFS
|HUB24 and Colonial First State (CFS) say the New Class of Advisers (NCA) will unlikely solve the retirement advice gap Australians face, noting the focus needs to be on helping reduce friction for those with complex advice needs.
Advised cover faces claims data test
Group superannuation insurance appears to outperform individual advised cover on some claim's measures, raising questions about the value of advice when it comes to protecting clients against disability.
ASIC stalls Sequoia bid to ditch cross guarantee deed
ASIC is again putting up roadblocks to Sequoia Financial Group's attempt to revoke the deed of cross guarantee with InterPrac Financial Planning, asking more questions and requesting more information before the group rids itself of all liabilities arising from the Shield and First Guardian disaster.
Praemium's new leadership toughens earnings yardstick
Praemium's new leadership will be keeping a close eye on costs, with new chief executive Denis Orrock noting he will make sure the technology upgrade underway translates into stronger earnings and better returns for shareholders.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
How technology is turning tax complexity into client clarity
What used to be a relatively simple back-of-the-envelope calculation is now much more challenging, Morningstar says.
Why Australia's financial advisers will be more valuable in 10 years, not less
Despite a rise of innovative solutions across the wealth management sector, financial advisers will prove valuable for in-person advice.
What America's $1 trillion direct indexing boom tells us about the evolution of MAs
What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
