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 dilemma of active fund managersInvesting through actively managed unit trusts has long been the backbone of retail investing in Australia.  FASEA: Time to show brave leadershipAn estimated 16,000 current financial advisers don't hold a relevant degree under the draft FASEA guidelines released for consultation in March 2018.  An adviser's guide to lifestyle planningAs an adviser you play an important role in engaging clients with their finances and helping them create better financial futures. But, what if you could ...  Dover's demise: Consumers and advisers abandonedAs the fallout and ramifications of Dover Financial Advisers' demise continue to reverberate following the group's decision to hand back its AFSL ...  Thoughts on the new education standardsThe Financial Adviser Standards and Ethics Authority (FASEA) released its Proposed Guidance on Education Pathways for Existing Advisers based on new minimum ...  Keeping up with the digital generationsTechnology is radically altering the way your clients behave. To keep up with the increasingly complex digital generation (and we're not just talking ...  Sponsored: FANG stocks still overvaluedDespite a significant pullback in March, SSGA continues to hold a negative view of superstar technology and tech-enabled stocks as a group. In related ...  Is the closing of Dover Financial Advisers checkmate to ASIC?Dover Financial Advisers have long been known as a dealer of last resort for many an adviser who had left their previous AFSL under a cloud. |
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.
