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.
 Keeping gender diversity on the agenda makes business senseIn celebrating the 2022 International Women's Day, we asked experts in financial advice and life insurance about what it means to #BreakTheBias and how ...  Breaking the bias in financial adviceIn celebrating the 2022 International Women's Day, we asked experts in financial advice and life insurance about what it means to #BreakTheBias and ...  Why scale and financial literacy can save the advice industryAustralia's financial services industry is quite literally facing a problem of national significance that has adverse implications for the industry's ...  When it comes to cash, the cliché is kingAs an adviser, investing clichés seem a dime a dozen. But the reason they stick around so long is that often, they're true. With so much cash on ...  How the experience pathway can be improvedI have been a practising financial planner for over 10 years, with the majority of this practice being as a self-employed financial planner.  What are clients' biggest concerns this year?After the last two years of lockdowns and restrictions to travel, clients have been telling me they've found it so easy to save their money.  How to reduce client book migration time by 35%Businesses are struggling with the burden of fulfilling ASIC's Know Your Client obligations in situations where multiple clients simultaneously require ...  Time travel questions from an eight-year-oldOur eight-year old asks lots of questions about time travel. Would I rather travel to the future or the past? And why?  Stocks to buy when you can't buy anything in the supermarketWelcome to the shortage economy. As we enter into the third year of the pandemic, COVID has truly turned the world upside down. Well over a million Australians ...  Reflections on 2021With 2021 done and dusted, it is worth reflecting on the challenges that we all faced last year, but also keep in mind, the hope that we all should have ... |
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.
