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.
 Read the room: Paradigm shift alertRecently someone sent through a job alert for a position in charge of portfolio construction for major industry super funds.  Choosing alternative paths to retirement: The 2023 versionSix years ago, Donald Trump was in the White House, Scott Morrison was federal treasurer, and the May 2017 Budget had just announced some significant ...  Navigating and succeeding in a rapidly changing financial advice landscapeThe reshaping of the financial advice industry brings huge opportunities for both current and future advisers to raise the profile of financial advice ...  Lessons from the past are lessons for the futureThe greatest lesson I have learnt over the journey is if you stay true to your clients and always act in their best interests you will eventually succeed ...  QAR recommendations not inconsistent with FoFA reformsThe Quality of Advice Review (QAR) has been the most important review of financial advice in more than a decade, and most pleasingly has been all about ...  Five key themes among advised female clientsIncreasingly, more women are becoming engaged in their finances and empowering themselves so they can plan to be financially independent and secure. And ...  Five structural trends powering listed infrastructure in 2023As inflation soars and economic growth slows, we believe global listed infrastructure is a bright spot that seeks to deliver attractive returns even when ...  Why the Quality of Advice Review is an opportunity for paraplanning's futureThe final recommendations of the Quality of Advice Review will be a positive for the future of paraplanning, especially when it comes to lowering the ...  Orphan clients evolving into a consumer crisisThe financial services industry dilemma of having sufficient resources and advice practitioners to service the needs of orphan customers is not a new ...  Private vs public equity in uncertain timesIn an uncertain economic environment, unlisted investments such as private equity have several advantages over listed equity funds. |
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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
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Stonepoint is another lesson in fund governance and investor protection
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