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 means to reach the goalAs the Future of Financial Advice (FoFA) regulation becomes business as usual for financial advisers, it seems even more pertinent that to operate in ... The Future (of Financial Advice) is now a realityWhile it may have felt like somewhat of an arduous journey, the Future of Financial Advice (FoFA) regulation is now a reality. TASA reality checkThe concern around the proposed amendment to include financial planners in the Tax Agent Services Act (TASA) 2009 was palpable last week. Industry bodies ... Paradox of prosperityIn 10 years time the world will look as different to what it does now as it did 10 years ago as back in June 2003 the world looked a fairly bleak place. Regulation is not always the answerLast month ABC's 4 Corners ran a story exposing managed investment schemes and it reminded us yet again how complex is the question of how much regulation ... Charting a positive course for 2013While a lot of the FOFA reforms focused on the negatives of remuneration restrictions, it is reforms to the codes of practice, self regulation and the ... Here we go again, low fees as the end gameThree months ago super funds were averaging 12 month returns of 0.5%; today fund researchers like Rainmaker through its SelectingSuper surveys are reporting ... Who's the boss?Advisers are angry, not because of relentless reforms or the regular attacks they are often subjected to in the media, but because in an attempt to stamp ... Aligning risk with missionAsset consultant Towers Watson released research in June that concluded super funds should adopt a new approach to managing investment risk. Self-directed works for some, not for allTwo important stories hit the advice industry airwaves last week. Both warned that while advisers can't help everybody, there is a high price to be paid ... |
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.
