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.
 Cybersecurity essentials for advisers and practice ownersIt's a scary reality that cyber breaches are becoming more and more common.  AFCA determinations: Ignore at your perilAll AFSL holders providing services to retail clients are required to be a member of the Australian Financial Complaints Authority (AFCA).  Savers being robbed by inflationMany savers feel that they are, at last, enjoying higher rates of interest.  Why being an adviser matters to meWorking as an adviser means we are privy to a lot of personal information and significant events in people's lives. It is why we think our purpose is ...  The threat of a recession has subsided: Are your clients prepared for the next one?There's a saying in theatre: "Bad dress rehearsal, good opening night." In many ways, we just had a dress rehearsal for a recession.  How to ensure your ETF engine has the right partsIt pays to look under the hood when comparing high yield exchange traded funds (ETFs) as the mechanics of competing products can be significantly different.  Navigating the new Super Guarantee landscapeAs the financial world evolves, so do the complexities of navigating every Australian's financial future. There is no doubt super is one of the most tax ...  Why financial advice from super funds is good for AustraliansWhile there has been disappointment in some quarters about the Government's response to the Quality of Advice Review (QAR), not least the Reviewer Michelle ...  Hybrid advice is a runway to full adviceThrough all the changes to financial advice in recent years, one thing has remained constant - not enough people are getting the advice they need to achieve ...  From remediation to rigorous due diligence: Transforming AFSL practices for financial successThe financial advice landscape is currently undergoing a wave of significant reforms, captivating the attention of Big Banks, stockbrokers, and AFSL holders ... |
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.
