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.
 Amid a grand experiment, risk premia are too lowUncertainty is part of life, but these days seem more uncertain than most. Today, investors in the United States must contend with the fallout from the ...  Do conflicts of interest exist in other professions?Do you ever wonder if something similar to Standard 3 of the FASEA Code of Ethics on the ban of conflicts of interest and referral payments for financial ...  Are tech firms still forcing financial advisers to use the wrong light bulb?If you work in the financial planning industry in Australia, you already know everything is evolving. The industry is quickly moving towards the desired ...  Making the financial advice industry sustainableRegulatory pressure following the Hayne Royal Commission has led to an increase in quality and transparency in the financial advice sector - a crucial ...  Australian federal budget 2021 summaryThere was little doubt that this year's Australian federal budget would focus on securing Australia's economic recovery as we enter a post-COVID ...  The survival of a financial adviser in AustraliaSince the outcome of the Royal Commission into the state of financial planning within Australia, the industry is going through a significant period of ...  It is now illegal to remain silent about your independenceFor over 20 years it has been illegal for financial planners to use the terms 'independent', 'impartial' or 'unbiased' to describe their services without ...  Breach reporting is about to become more onerousA new breach reporting regime will commence on 1 October 2021 and it will be more onerous on licensees than ever before. One of the most notable changes ...  Why your financial planning business needs hypertargetingIn setting up your financial planning business you have a unique opportunity to focus on a very, very specific group of people - Seth Godin calls it your ... |
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 ...
