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.
 In limbo: Robo-adviceThe fate of Australia's robo-advisers hangs in limbo as the triple threat of spooked investors, lackadaisical client interest, and regulatory strangulation ...  Why coaching has profound effects in financial adviceAs specialist recruiters in the financial planning industry, Recruit 2 Advice provides professional behavioural profiling in our standard service.  Picking winners in a higher rate environmentWhile the Australian consumer has been more resilient than expected in an environment of rising interest rates and inflation, investors will need to monitor ...  Why advisers should consider offering general insurance to HNW clientsI have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.  Get prioritisedI'm a rugby union tragic. I loved playing the game until one too many concussions meant I shouldn't run on ever again. I love watching local games.  The role of AI in financial planning: Insights from the USEver since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...  What technical questions are advisers frequently asking?After fielding 2000 queries from financial advisers in the last quarter, here are the most popular questions the BT Technical Services team answered.  Investing ethically by using an ESG frameworkAs a financial adviser that works closely with clients in the medical industry, I am increasingly asked by these clients, "How I can apply the values ...  Bigger, older, hotter and deeper in debtWhile cynics may see the latest Intergenerational Report (IGR) as a futile exercise because projections, by their nature, never come true, it's one of ... |
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.
