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.
 Women in advice: Closing the gender gapAccording to The Economist: 'a woman doing the same job for the same employer earns 98 cents to the dollar paid to a man. Yet the gender pay gap persists.  Are chatbots providing financial services?Many financial services businesses now use technology, such as algorithms and chatbots, to help attract and service their customers.  Planners, you're leaving value on the tableTraditionally, financial planners' focus has been getting new clients on a recurring revenue arrangement as soon as possible. If any regard has been given ...  Building blocks of premium constructionAgainst a backdrop of increased industry commentary regarding the sustainability of the income protection market and trends in pricing, it's important ...  Mandate fees for risk advice and watch the complaints growIf we keep going the way we are headed, commissions will one day be completely banned and life insurance advisers will only be permitted to charge fees ...  It ain't me, babe: A message to FASEAIt's official. There's a furore building among financial advisers over proposed education standards. And the big surprise is that the noise isn't coming ...  Married? De facto? Does it matter for same sex couples?It sure does. As advisers, we need to understand the subtle nuances of modern living arrangements for all our clients, particularly those in same sex ...  Advising on investment bubbles"If investing is entertaining, if you're having fun, you're probably not making any money. Good investing is boring. Leadership lessons from successful professional firmsHow you can learn from two radically different leaders and take your firm to the next level.  Insurance SoA: The tip of the (adv)icebergToward the end of last year, research emerged yet again confirming the advice industry's inability to truly connect and engage with Australian consumers. |
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.
