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.
 Accountant-planner JVs will increase - but basic fundamentals are neededThe days of loose accountant-financial planner alliances are over and joint ventures focused on delivering value-add services are the future.  Why active performance tests are stupidEverybody does it. Even me. It's nothing to be ashamed of. It's not even illegal. It's answering the question "Does active management outperform" by putting ...  What's up with Vanguard?Vanguard, the ETF giant, has presented an odd submission to the Quality of Advice Review.  Will falling house prices tip Australia into a recession?With the RBA tightening cycle firmly underway, the impact for Australian households is only starting to be felt.  Missed opportunity in Quality of Advice Review surveyThe digital advice questions in the Quality of Advice Review (QAR) survey missed their mark, meaning the opportunity to genuinely understand adviser views ...  AFA responds to QAR submissions from Choice, ISAThe Quality of Advice Review (QAR) has drawn a large number of submissions. Many of them have included recommendations that have the potential to make ...  Robo-advisers no threat to tech-adopting advisersTechnology will never replace advisers, but advisers who use technology will almost certainly replace those who don't.  IP changes another reason for quality adviceThe income protection (IP) market represents a microcosm of a broader set of issues for advisers, where the challenge to understand and safely navigate ...  Dear minister: Fixing the broken advice marketAn open letter to the newly appointed minister for financial services, sharing a possible approach to revitalising and advancing the advice industry. Like dogs, every investment style has its dayMy old boss once said I was like a dog with a bone, except that the bone was buried in the backyard, and I'd keep digging until I found it. And that's ... |
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.
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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.
