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.
 Scared consumers turn to wounded advisersAs the flattening of the corona virus curve slowly inches downwards and a glimmer of hope appears on the horizon, it's appropriate to reflect on the ...  Reassure clients by dealing with the nowAlthough many professional advisory businesses are facing a tsunami of unprecedented challenges as a result of the economic impact of the coronavirus ...  The pros and cons of self-licensingSelf-licensing offers many attractions for financial advisers, in particular the freedom to have greater control over many aspects of your day-to-day ...  An unlikely starting pointIt's an accepted fact that the advice industry has been going through a period of significant change - increasing regulation, increasing professional ...  We are not in competition with industry fundsThe recent wave of mass job losses combined with the government allowing early access to superannuation has become a perfect storm situation for certain ...  Alone but togetherI ended up in mandatory self-quarantine at home after a very ill-timed trip to Bali. We left on March 13, at a time when it was still ok to fly.  Leveraging tech to manage wealth during extended volatilityUnsurprisingly, my inbox and all my social media channels are currently awash with advice at the moment: how to navigate these uncertain times, how to ...  The unfolding investment ramifications of coronavirusOur world and its markets are being rocked by the COVID-19 health crisis and the unprecedented speed of its global contagion.  Managing short-term reactions in market downturnsMarket volatility can trigger knee-jerk reactions that are best avoided by long-term investors. Two client types in particular are vulnerable to overreacting ...  What the hell is water?There's a joke that has one fish swimming past another fish and asking: How's the water? The other fish replies: What the hell is water? |
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ASIC stalls Sequoia bid to ditch cross guarantee deed
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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.
