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.
 What life and loss taught me about the value of financial adviceThey say the past shapes us, and sometimes in ways we couldn't even begin to imagine.  Risk advice is not just important at claim timeIncome protection (IP) is an essential form of insurance for most professionals, and statistics show that consumers are more likely to receive their claims ...  Is the end coming for the sophisticated investor?The distinction between wholesale and retail clients is a fundamental part of the financial services laws. The continuing increase in retail client regulation ...  Individual licensing: Be careful what you wish forHave you noticed how every other day it seems there is a new call for advisers to be individually licensed, as if individual licensing is a panacea to ...  Let's reboot how consumers see adviceTo be frank, the way in which financial advice is presented to consumers today is so old school.  Lessons for fixed income investors from the GFCThis September marked the 10-year anniversary of the collapse of Lehman Brothers, which was regarded as the focal point of the global financial crisis ...  Finding the financial planning licensing sweet spotWith the heat temporarily dissipated on the debate about the best way to regulate financial advisers following the handing down of Commissioner Hayne's ...  All fees are conflicted"All fees are conflicted. Every fee is conflicted in its own way" - Tolstoy (sort of).  Sponsored: Wealth - where to next?As the Royal Commission puts the spotlight on outdated, vertically-integrated models, customers are turning to IFAs for more transparency and control.  What performance tables cannot tell youManaged funds performance tables tell a story, but it's a partial story. There's a lot they leave out. |
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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.
