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.
 What the Retirement Income Covenant means for advisersThe proposed retirement income covenant creates some interesting reading for financial planners.  Ongoing fee arrangements: Frequently asked questionsWe've received a few questions from clients about the new Ongoing Fee Arrangements (OFA), so our team of lawyers and consultants have teamed up to ...  How to sell your business in the most tax-effective waySelling your business can be a life changing event. Whether you are a small business owner, or a shareholder in a much larger business, a 'liquidity ...  A look at paraplanning through the pandemicWhile based on UK research, the Paraplanning through the pandemic report provides valuable insight into the paraplanning market over the last two years ...  How most advice businesses get it wrong with technologyWe have all heard of the incredible benefits that technology can bring to an advice practice. But the promise of a repeatable, automated, well-oiled process ...  DDO is coming: Are you ready?The industry is now less than one month out from RG274 Product design and distribution obligations (DDO) coming into force on October 5. I would argue ...  Advisory vs discretionary portfolio services: Which one is right for your advice business?The pros and cons of advisory and discretionary portfolio services, and the decision to go one way or the other (or both), are questions I'm often ...  Lean on me: Rethinking the value of adviceA sense of control is important for our mental health and overall well-being. That's why the COVID lockdown has been so confronting for so many of us.  We're in the money: Empowering the next generation through adviceAustralia's superannuation sector has recently topped $3.3 trillion in funds under management. But there's an even bigger game in town; one that ...  A digital age for all agesYounger people lead the way with digital adoption, opening up opportunities to usher them into advice. But millennials and Gen Z aren't the only demographic ... |
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.
