The benefits and challenges of a long-short equity strategyBY JASON TODD | FRIDAY, 13 JUN 2025 2:49PM A long-short equity investment strategy can help investors profit from rising and falling markets, even when prices drop sharply.
 2023 Australian property market outlookIn this article, Trilogy Funds Management spotlights some of the key factors underpinning the performance of the various Australian property market sectors.  Five ways advisers can thrive amid economic doomsday forecastsAdvice businesses who focus on five key areas will be better positioned to withstand a downturn.  Economists are idiotsAs a long-time card-carrying member of the economics fraternity Tim Toohey doesn't say this lightly: economists are idiots. Worse still, the forecasts ...  How advisers use managed accounts in Australia and overseas for better businessesState Street Global Advisors SPDR's ETF model portfolio strategist Sinead Schaffer shares how advisers around the world are using managed accounts.  The critical role of advisers in responsible investingThe increase in investors focusing on ethics and sustainability in their investments over the past five years has been a remarkable growth story.  REITs: Darkness before dawn?After a year of lockdowns and a favourable recovery, the feeling of optimism by the end of 2021 quickly subsided as 2022's curveballs kept coming, with ...  Adviser deja vu all over againFinancial advisers and industry super funds have so much in common. As a group, they can't stop talking about themselves and they're never happy with ...  Digital revolution: Driving opportunities in healthcareDigitisation has fundamentally transformed the way we live. Even after decades of digital revolution, however, there are still places where analogue reigns.  Using client data to drive client engagementWith today's 24/7, on-demand technology, clients are increasingly seeking more frequent interaction with their finances digitally alongside face-to-face ...  Net flows navigate product oceansMany years ago, I applied for an internal role as head of unit trusts at a large wealth manager. I didn't get that role. They wanted someone with leadership ... |
Latest News
Inheritance dissatisfaction an advice opportunity: Report
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
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.
AIOFP, FAAA encouraged by first meeting with Mulino
Following their inaugural meeting with new financial services minister Daniel Mulino, the Association of Independently Owned Financial Professionals (AIOFP) and Financial Advice Association Australia (FAAA) feel enthused about the impact he will have on the profession.
Aged care reforms pushed to November
The government is delaying the implementation of the new Aged Care Act until November 1 following widespread concerns that stakeholders weren't given enough time to prepare.
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
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.
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 ...
