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.
 Scared consumers turn to wounded advisersAs the flattening of the corona virus curve slowly inches downwards and a glimmer of hope appears on the horizon, it's appropriate to reflect on the ...  Reassure clients by dealing with the nowAlthough many professional advisory businesses are facing a tsunami of unprecedented challenges as a result of the economic impact of the coronavirus ...  The pros and cons of self-licensingSelf-licensing offers many attractions for financial advisers, in particular the freedom to have greater control over many aspects of your day-to-day ...  An unlikely starting pointIt's an accepted fact that the advice industry has been going through a period of significant change - increasing regulation, increasing professional ...  We are not in competition with industry fundsThe recent wave of mass job losses combined with the government allowing early access to superannuation has become a perfect storm situation for certain ...  Alone but togetherI ended up in mandatory self-quarantine at home after a very ill-timed trip to Bali. We left on March 13, at a time when it was still ok to fly.  Leveraging tech to manage wealth during extended volatilityUnsurprisingly, my inbox and all my social media channels are currently awash with advice at the moment: how to navigate these uncertain times, how to ...  The unfolding investment ramifications of coronavirusOur world and its markets are being rocked by the COVID-19 health crisis and the unprecedented speed of its global contagion.  Managing short-term reactions in market downturnsMarket volatility can trigger knee-jerk reactions that are best avoided by long-term investors. Two client types in particular are vulnerable to overreacting ...  What the hell is water?There's a joke that has one fish swimming past another fish and asking: How's the water? The other fish replies: What the hell is water? |
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 ...
