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.
 The other casualties of advice industry reformWhilst the enormity of mental health consequences has rarely received a second thought by legislators as they vehemently imposed non-stop change on the ...  An auditor's view of conflicted advice"But why should conflicts of interest be a problem? People should simply be able to declare their conflicts of interest and make their decisions in accord ...  The care factorA good friend of mine lost his son to cancer not long ago, something no parent should ever have to experience. Even though this would have been one of ...  The future of financial planningThere is absolutely a future for the profession of financial planning. The opportunities and the need for financial advice by Australians and, frankly ...  Why ESG has moved from nice-to-do to must-doEnvironmental, social and corporate governance (ESG) factors are increasingly important to the investor community. Until recently, community expectations ...  Five reasons ASIC will reject your licence applicationASIC rejects 30% of AFS licences applications and 24% of credit applications. This article explains why it rejects applications and gives tips on how ...  Income investing: Generating regular income from equities, with lower volatilityActive equity investment is typically focused on maximising the growth component of returns, particularly given the fact that equities, by their nature ...  Headline returns don't tell the whole storyWhen I was younger I used to enjoy a good argument, or at least what I thought passed for one.  The Royal Commission: What's next for insurance?You'd be forgiven for assuming that, at first glance, the recent Royal Commission into Misconduct in the Banking, Superannuation and Financial Services ...  The case for, and against, listed investment funds: Overhyped or here to stay?Listed investment funds, including open ended trusts (ETFs & active ETFs or ETMFs) and closed ended listed investment companies (LICs) and trusts ... |
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.
