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.
 Why the adviser's voice recorder is the surgeon's scalpelInterested in fast-tracking your team's understanding of client value by at least 50% in just a month?  Changing face of insuranceThe pace of change in Australia's income protection (IP) offering has gathered significant steam in recent years. For advisers who have been in the industry ...  The problem with financial adviceThe problem with financial advice today has nothing to do with the advisers who dispense it. In saying that, yes I have ignored the variability in education ...  How to accept critique and guidance in the New YearAre you the person who doesn't believe what your boss says? What do they know? They are a dinosaur! Or do you think you know better, so why should you ...  What's on offer with the downsizer contribution?The ability for pensioners to contribute up to $300,000 into superannuation after selling your main residence (along with the first home super saver scheme) ...  Financial hurdles preoccupying parentsHow times have changed. For today's youth, life is far more expensive than it was for me. Education and housing today cost a small fortune, but in my ...  A Royal Commission - What does it mean for financial advice?Faced with obviously insurmountable pressure, the Government has now announced a Royal Commission to examine the conduct of banks, insurers, financial ...  What does being financially fit look like?There are some distinct features to being physically fit - muscle tone, vibrant skin, great energy levels.  Talking to the media - what should I say?Lots of business owners see the many benefits of talking to the media - but are you clear on what you want to say?  Futureproofing the industryIn a world where self-directed consumers are increasingly taking control for themselves, it's never been more important to ensure financial advice stands ... |
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ASIC stalls Sequoia bid to ditch cross guarantee deed
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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.
