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    Increased local, international demand drives practice valuations
    MATTHEW WAI
    Firms rebuffing AFCA determinations should be named: FAAA, professional bodies
    KARREN VERGARA
    Inheritance dissatisfaction an advice opportunity: Report
    MATTHEW WAI
    Link Wealth acquires boutique advice firm
    ANDREW MCKEAN
    AIOFP, FAAA encouraged by first meeting with Mulino
    KARREN VERGARA
    Aged care reforms pushed to November
    JAMIE WILLIAMSON
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Volume 8
Issue 1
Issue 2

Latest News

Increased local, international demand drives practice valuations

MATTHEW WAI
The price multiples for financial planning practices have risen as much as 30% in the past 12 months, analysis shows.

Firms rebuffing AFCA determinations should be named: FAAA, professional bodies

KARREN VERGARA
The Financial Advice Association Australia (FAAA) and four other professional bodies are urging the Australian Financial Complaints Authority (AFCA) to name and shame financial firms that fail to follow through on a determination as more than 60 have failed to do so.

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI
Most high-net-worth (HNW) inheritors are unhappy with how they have used their inherited capital, presenting an opportunity for financial advisers.

Link Wealth acquires boutique advice firm

ANDREW MCKEAN
Link Wealth's national expansion is continuing to progress, acquiring financial advice firm Xponential Advisory a few months after taking a majority stake in Sky Advisers.

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Cover Story

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Magdeline Jacovides

Moving mountains

MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
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.
READ MORE

Expert Feed

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Ian Knox
Ian Knox
Director
Otivo

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 ...
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Dan Farmer
Dan Farmer
Chief Investment Officer
MLC Asset Management

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 - ...
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Bob Liu
Bob Liu
Portfolio Manager
Barwon Investment Partners

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.
READ MORE
Felipe Araujo
Felipe Araujo
Chief Executive Officer and Managing Director
Generation Life

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 ...
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Industry Events

MORE INDUSTRY EVENTS
JUL
15

Advisers Big Day Out - Hobart 

JUL
17

Advisers Big Day Out - Geelong 

JUL
18

Advisers Big Day Out - Mornington 

JUL
22

Advisers Big Day Out - Cairns 

JUL
24

Advisers Big Day Out - Sunshine Coast 

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