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.
 Portfolios hide volcanoes of volatilityJargon is something I don't fully understand. So, when I use jargon, I know it's going to be doubly confusing to the person I'm speaking with ...  Freer advisers thanks to the Better Advice BillOne of the most reformist pieces of financial advice legislation has been introduced to parliament yet hardly anyone seems to have noticed. It's time ...  How to help colleagues and clients struggling with their mental healthFinancial advisers are in a unique position, having the opportunity to support the overall health and wellbeing of their clients, as well as their colleagues.  Why client satisfaction does not always translate to profitStarting your own financial advice practice is often done with several goals in mind, building something successful, supporting people needing advice ...  Finfluencers, financial influencers: ASIC is watching your storiesAspiring influencers are spruiking their tips for financial success across YouTube, Twitter, Instagram, Reddit and in particular FinTok, the corner of ...  The power of podcastsThe exponential growth of podcast listening in Australia and the world has made it a serious option in the marketing strategies of financial advisers.  How women could fill the unmet advice need in AustraliaThe financial planning industry is facing a two-pronged challenge - the need for greater diversity and a solution to fill the unmet advice need in Australia.  How technology can improve the advice journeyRather than being a threat to the advice industry, technology is presenting opportunities for advisers to free up time and enhance the client experience.  End of financial year tips for financial advisersWith the end of the financial year just around the corner, top of mind for many financial advisers is the indexation of superannuation caps and thresholds ...  Building a managed portfolio for all seasonsJust as the leaves will fall in autumn, and the beaches will be packed in summer, market volatility is likely to be on the horizon. We have seen how markets ... |
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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.
