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.
 Australia's financial adviser crisis: Can a return to commissions help bridge the advice gap?Australia faces a financial advice crisis with profound consequences for households and the economy alike.  The need to achieve real scale in advice - and serve all AustraliansOne of the great social challenges in financial services today is the millions of everyday Australians who want and need financial guidance but cannot ...  Are US assets becoming less desirable?There has been so much commentary, including by us, on the twists and turns of US trade policy - notwithstanding the latest 90-day truce with China - ...  Listed private equity: A strategic opportunity amid global market dislocationThe sharp escalation in global trade tensions in 2025 has injected a fresh layer of volatility into capital markets.  How to manage the rise of 'early' inheritancesFor decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant ...  How to select the right research house for your practiceThere are many options available to financial advisers when choosing which research house to partner with. However it's important to understand the differences ...  Beyond the numbersFinancial advisers often claim they tailor financial plans to meet the client's specific needs. But how true is this when the traditional focus is almost ...  Unlocking millennials' financial wellbeing mindsetAs a millennial, I have recognised a definitive gap in the market, cultivated by the persistent idea that financial advice exists exclusively for affluent ...  Ethical finance: Australia's untapped financial planning opportunityThere is a significant gap in serving diverse ethical and cultural needs in Australia's financial services industry. And this gap doesn't just offer a ...  When cash is no longer kingWith markets correcting and interest rates falling as economic growth slows, investors may need to adapt their investment strategies as economic conditions ... |
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.
