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 age of SMSFsThe growth of the number and volume of self-managed super funds (SMSFs) seems to have no end. As the sector reaches the one million individual funds milestone ... It needs to be said, most advisers are great advisersEmotions are running high among financial advisers and it's not surprising. Over the past year, but especially over the last few weeks, financial planning ... Advisers, wake up your dormant clientsFinding new clients, taking care of the ones that you have and engaging on social media are some of the main ingredients in any adviser's recipe to business ... My take on Budget 2014: Advice comes firstFinancial advice is proving more important than ever at a time when Australia faces harsher economic conditions and irreversible changes on tax and social ... Stay focused, confidence in advisers is up!The advice profession has not been an easy one to be in, not since the start of the global financial crisis. For years advisers had to face the challenge ... Forget FoFA, there's no magic trick to professionalismThe Future of Financial Advice legislation has had the interesting, but increasingly frustrating virtue of resurfacing each time we all think that the ... Australia gets older... what will you do about it?Australia is getting older. As many as 366 people turned 75 every day during 2013, according to the Productivity Commission inquiry on aged care. In 2023 ... Yet another shift in the advice spaceThe pendulum is swinging again in the financial planning space. After months of concentrating around the big institutions, advisers are starting to go ... At what price, scaled advice?The momentum behind scaled advice is gathering pace. In the age of 'Do-It-Yourself' investing, the public expects to have the choice to select advice ... Time to keep the promisesAustralians have elected a new government. One that looks to rewrite some of the key regulations within the financial services and one that is expected ... |
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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.
