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.
 Amid a grand experiment, risk premia are too lowUncertainty is part of life, but these days seem more uncertain than most. Today, investors in the United States must contend with the fallout from the ...  Do conflicts of interest exist in other professions?Do you ever wonder if something similar to Standard 3 of the FASEA Code of Ethics on the ban of conflicts of interest and referral payments for financial ...  Are tech firms still forcing financial advisers to use the wrong light bulb?If you work in the financial planning industry in Australia, you already know everything is evolving. The industry is quickly moving towards the desired ...  Making the financial advice industry sustainableRegulatory pressure following the Hayne Royal Commission has led to an increase in quality and transparency in the financial advice sector - a crucial ...  Australian federal budget 2021 summaryThere was little doubt that this year's Australian federal budget would focus on securing Australia's economic recovery as we enter a post-COVID ...  The survival of a financial adviser in AustraliaSince the outcome of the Royal Commission into the state of financial planning within Australia, the industry is going through a significant period of ...  It is now illegal to remain silent about your independenceFor over 20 years it has been illegal for financial planners to use the terms 'independent', 'impartial' or 'unbiased' to describe their services without ...  Breach reporting is about to become more onerousA new breach reporting regime will commence on 1 October 2021 and it will be more onerous on licensees than ever before. One of the most notable changes ...  Why your financial planning business needs hypertargetingIn setting up your financial planning business you have a unique opportunity to focus on a very, very specific group of people - Seth Godin calls it your ... |
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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.
