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.
 2023 Australian property market outlookIn this article, Trilogy Funds Management spotlights some of the key factors underpinning the performance of the various Australian property market sectors.  Five ways advisers can thrive amid economic doomsday forecastsAdvice businesses who focus on five key areas will be better positioned to withstand a downturn.  Economists are idiotsAs a long-time card-carrying member of the economics fraternity Tim Toohey doesn't say this lightly: economists are idiots. Worse still, the forecasts ...  How advisers use managed accounts in Australia and overseas for better businessesState Street Global Advisors SPDR's ETF model portfolio strategist Sinead Schaffer shares how advisers around the world are using managed accounts.  The critical role of advisers in responsible investingThe increase in investors focusing on ethics and sustainability in their investments over the past five years has been a remarkable growth story.  REITs: Darkness before dawn?After a year of lockdowns and a favourable recovery, the feeling of optimism by the end of 2021 quickly subsided as 2022's curveballs kept coming, with ...  Adviser deja vu all over againFinancial advisers and industry super funds have so much in common. As a group, they can't stop talking about themselves and they're never happy with ...  Digital revolution: Driving opportunities in healthcareDigitisation has fundamentally transformed the way we live. Even after decades of digital revolution, however, there are still places where analogue reigns.  Using client data to drive client engagementWith today's 24/7, on-demand technology, clients are increasingly seeking more frequent interaction with their finances digitally alongside face-to-face ...  Net flows navigate product oceansMany years ago, I applied for an internal role as head of unit trusts at a large wealth manager. I didn't get that role. They wanted someone with leadership ... |
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.
