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 ...
 What active managers should be managingFor the longest time financial advisers have used a concept called "Risk Profiling" to build portfolios for their clients.  Past failures may indicate future failuresI have produced the following commentary out of genuine concern for the future of the financial services advisory sector.  Prepare for the new normalIn September 2019, I wrote a short piece about the financial services sector in Australia and how I believed the industry could, and should, seek to leverage ...  Stop calling product recommendations adviceWould you regard a product recommendation from a Toyota dealer or Apple store as advice? Do you think bias makes a recommendation less valuable? Do you ...  It's time to fix our complex, costly regulatory frameworkThe biggest challenge impacting financial planning businesses today is not retaining clients or attracting new business, but the overly complex regulatory ...  How to support your clients and yourselfIt is well known that mental health plays a crucial role in holistic health and wellbeing, and that making small improvements in day-to-day activities ...  Is this time really different?The great investor Sir John Templeton once said, "The four most expensive words in the English language are 'This time it's different.'"  A switch to wholesale clients could backfireYou have to wonder when the 'wholesale investor' and 'sophisticated investor" definitions will be reconsidered by ASIC - but here's an interesting ...  Managed accounts and FASEAI've always enjoyed irony, so the irony wasn't lost on me when I first read Standard 3 of the FASEA Code of Ethics (Standard 3). It's ironic ...  The new normal for financial advisersDuring these unpredictable times, it's understandable that people are feeling high levels of uncertainty. All aspects of our lives - from health, work ... |
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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.
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