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.
 Out of officeShould financial advisers be held to the same ethical standards in their personal and professional lives? If so, how should this be regulated?  Financial advice and wellbeing in a post-pandemic worldWellbeing means the state of being comfortable, healthy, or happy, and is impacted by many factors, both in and out of a person's control, affecting ...  Traditional paraplanning is dead: Here's what the future looks likeWe've long been warned that the robot revolution is on its way, with everyone from pilots to family doctors in the firing line. The prophecy goes ...  A united frontAssociations are no different to advice practices in this post pandemic and changed world, they must adjust their operating model to survive and remain ...  Products that zag when markets zigBeing pessimistic by nature, I was somewhat surprised to receive a message from abrdn Australia (the new iteration of Aberdeen Standard) in response to ...  The path to advising on digital assetsIt's a bit beyond the yarn had at your Sunday barbeque now, isn't it?  Giving your time and expertise to help people in needGiving to charity does not always have to be about giving money to an organisation. It can be about giving your time and expertise to those less fortunate.  Should you provide financial advice to your parents?I have provided retirement planning to my parents in the past, but I wouldn't do it again after attending a masterclass on conflicts of interest and ...  Why we are losing more financial advisers than ever in historyI have been in the financial services industry for 40 years, having been the past NSW President of the Australian Lifewriters Association (ALA) which ...  Regional migration calls for broader service propositionA net 43,000 Australians moved to regional areas from capital cities in 2020, according to the Australian Bureau of Statistics - the largest net inflow ... |
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Advised cover faces claims data test
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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.
