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.
 AI and its impact on the evolution of financial adviceFor many advisers their biggest concerns currently are the impending changes to adviser education standards and the fallout from the Royal Commission ...  A new alliance for the post-Royal Commission worldThe hearings held as part of the Financial Services Royal Commission in the first half of 2018 will almost certainly prove to be a watershed moment for ...  The ideal clientI have long been an advocate for allowing people in rural areas access to good quality financial advice.  Maintaining pride in the value you can bringWhat do you do?" queried the doctor at my local medical centre.  Does anyone really understand performance fees?Out of all the mysteries in the world performance fees charged by investment managers must rank right up there.  How to plan for retirement using a cricket analogyThis past summer I went to a few Big Bash League cricket games (sorry to all the cricket purists who only like games that go for five days, not five hours).  No man is an island: Why we need to retain experienced advisersHigher education standards for financial advisers are an important step towards professionalism, but they're not the only thing. The retention of wisdom ...  The critical role of true advice when choosing risk insuranceWith clinical precision to expose alarming evidence of misplaced trust, the Hayne Royal Commission into Banking and Financial Misconduct has revealed ... Poor arguments do not lead to better investment decisionsFor all the good and challenging thought in the investment industry it has its fair share of opinion pieces and marketing collateral that look important ... |
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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.
