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.
 Introducing the FS Power50When I think of influential people in my life, it starts with those closest to me: family. But I've also come across plenty of names, faces and personalities ...  Lessons from my Dad, in and out of aged careIt's been a difficult year for my 82-year-old widowed Dad. He had a strong heart, perfect blood pressure, complete mental capacity but a troublesome skeletal ...  Elder financial abuse - confronting a hidden epidemicElder financial abuse - where a person takes advantage of an elder person's financial position for their own benefit - has thankfully become a lukewarm ... Is robo-advice taboo?An observation from my recent attendance at the AFA National Adviser Conference was the little reference to robo-advice.  In financial markets context is everythingRepresenting the world's largest stockmarket, the S&P500 Index in the US has been closing at record highs in 2017. There is increasing commentary ...  Understanding a client's fearsI was reading A Certainty Advice Group white paper recently titled "What price valuable advice?" with the quote: "a valuable adviser first seeks to find ...  Probability is power, but numbers alone can't change behaviourUncertainty is a fundamental part of investing. The outcome of fluctuations in economies, markets, asset classes, regulations and investor behaviour is ...  Breaking down inequality: The different sex debateThe equality theme is highly topical in our society today. No two clients are alike: another step in the value storyThank you to those advisers and investors who gave me feedback on my last post. It is heart-warming to see so many advisers wanting to understand more ... |
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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.
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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.
