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.
 Don't follow the pack on TMDsLearn why the safety in numbers approach won't help you reach the October 5 deadline for workable target market determinations  Who owns the clients in an advice business?One of the main questions I am asked by employers when recruiting for financial advisers is, can the adviser bring across clients? While this request ...  Six things to watch this reporting seasonWith the US election behind us and a considerably more stable political environment expected, it is anticipated that many companies will be more forthcoming ...  What exactly happened with GameStopAt the end of 2020 there was a collective sigh of relief that 2020 was over. For good. Forever.  Class action settlements may be available to advisers' clientsFor financial advisers, participating in shareholder class actions on behalf of clients may seem an impossibly complex task. However, through technology ...  Compliance or priorities?I love Monty Python humour. Remember the crucifixion or freedom skit from Life of Brian? Michael Palin playing the whimsical centurion questioning a line-up ...  The EM small mid cap opportunityIn an era where stock returns have been dominated by US and Chinese technology mega-caps, few areas could be further from the limelight than small and ...  The rise and fall of multiple advice regulatorsWhat does the Government's announcement this week, to create a single, central disciplinary body for financial advisers mean for advisers?  New year, same problemsAs we head towards the end of the year I am struck by how difficult it is to sum up 2020. No words seem adequate.  A modern approach to adviceDemand for financial advice is high. With Adviser Ratings recently saying it had seen a three-fold increase in the number of people who had made contact ... |
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.
