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.
 Financial advice an attractive career for womenTo be strong, a profession ought to represent the community it serves, and this remains an area where we still have work to do.  SMSF scepticism - or what should you do with that property?SMSF scepticism - or what should you do with that property?  Wrestling the gorillaDespite incessant commentary to the contrary, the US economy is the strongest it has been in over 30 years  AFCA slams Dixon Advisory, opens door for over 4500 former clientsThe Australian Financial Complaints Authority (AFCA) has found against Dixon Advisory and Superannuation Services (Dixon Advisory) in a test case/lead ... Leading with resilience shapes a positive future for the advice industryLeading with resilience shapes a positive future for the financial advice industry  The changing goals of retirementThe tide is turning on Australia's world leading retirement system. On the back of compulsory superannuation savings, Australian's have accumulated a ...  Platform switching paving a better way for clientsAlmost all financial advisers now use platforms to build and administer investment portfolios for their clients. Their use of technology, automation ...  Navigating the challenges of the claims process for the long-term benefit of your clientAs financial advisers, our role extends far beyond the financial planning focused responsibility - it is the emotional guidance we offer clients that ...  What's top of mind for advisers in 2024?Bearish predictions about the Australian property market in 2023 have turned out to be wrong, with population growth and a short supply of housing pushing ...  Caddick case reinforces professional standardsIn a class action that will most likely never go to trial, the Caddick Case reinforces the importance of professional standards within the SMSF industry. |
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.
