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.
 A never ending story of leviesThe extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...  When 'diversification' stops being diversifiedWhile many are worried about the dominance of US mega-cap companies, the same trend is also transpiring domestically, creating a concentration issue for ...  Why Australian pubs continue to raise the bar for investorsHow a resilient consumer market secures sound returns in the hospitality sector for investors.  Operational alpha: How wealth tech is reshaping fund distribution in AustraliaInnovative technology emerging across wealth management is transforming how funds are distributed among financial intermediaries, an expert says.  Secondaries: Handling a double-edged swordSecondary transaction volume in private markets continue to hit new highs, as does fundraising for secondaries vehicles. Yet the market presents vulnerabilities ...  Is software dead?ECP Asset Management's Damon Callaghan explains the fate of software companies suffering from the 'SaaSpocalypse' that was triggered by the rise of AI.  A governance dashboard is not a governance frameworkResearch houses are now offering monitoring tools to the licensees who use their ratings. The tools are useful. They do not discharge the governance obligation ...  The global advice gap: why expat clients are harder to serve than they appearMany Australians are building wealth abroad before ultimately returning home for retirement. Genetic testing reform is here. What advisers need to do nextThe reform not only eliminates the impact from genetic tests but also the underlying health risks for those that chose to "stay in the dark".  How to distinguish strong regional markets from regional growth storiesRegional markets should not be treated as a single investment category when only a select few have the economic depth to deliver consistent performance. |
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.
