Scaling through M&A? Ask yourself these four questions firstBY XAN KITCHIN | FRIDAY, 27 JUN 2025 1:59PM Growth has suddenly become sexy again and the temptation to jump into a commercial contract or private equity purchase arrangement that builds overnight scale is a clear and evident allure to hard working ...
 How managed accounts empower advisers to stand out and scale upAs financial advice evolves, managed accounts are no longer just a convenience; they are a competitive edge.  The benefits and challenges of a long-short equity strategyA long-short equity investment strategy can help investors profit from rising and falling markets, even when prices drop sharply.  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 ... |
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Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
Expert Feed
The need to achieve real scale in advice - and serve all Australians
One 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 dislocation
The 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' inheritances
For decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant ...
