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.
 Royal Commission: An open letterAs you have probably heard, a banking Royal Commission is being held to investigate the financial advice industry after the big four banks and AMP were ...  Caution against hybrids warrantedInvestors seeking income from their investments have several options, including term deposits, bonds, hybrid securities and shares. All have their pros ...  How to invest in fixed income in a rising interest rate environmentAs anyone paying any attention to financial markets in recent times can tell you, interest rates have been rising. After hitting their long-term lows ...  Royal Commission: Mud doesn't always stickAmong the day-to-day public revelations at the Royal Commission, and the obligatory executive departures and corporate restructures, the industry can ...  What the aged care industry can learn from financial plannersOn the face of it, the aged care and financial planning sectors are worlds apart. One is undergoing deregulation while the other is fending off the legislators ...  An adviser's role in a sustainable insurance systemA few months ago, Rice Warner noted the retail life insurance market has been slow to respond to issues around sustainability and warned that life insurance ...  The dos and dont's of derivativesAs market volatility continues to build, investors can protect the value of their portfolios with derivatives. The good news is that retail investors ... Time for advice to reset its courseIn the 24th and final Financial Standard edition of 2017, you may recall the biggest news of the day was the establishment of the financial services Royal ...  The future of advice: It's personalA decisive shift will happen over the next few years towards a personalised financial advice model. Planning for it now is critical.  Advisers should mind the expectations gapThe CFA Institute has just released its annual global survey on the state of investor trust called "The Next Generation of Trust". |
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.
