Scaling through M&A? Ask yourself these four questions firstBY XAN KITCHIN | FRIDAY, 27 JUN 2025 1:59PMGrowth 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 ...
![]() We can learn to run better businessesThe coronavirus pandemic has been a lightning rod for change, but as we adapt to these times, we must learn all we can about how to strengthen our businesses ... ![]() Five tips for business survival in pandemicWhether a company will survive in times of uncertainty - and is positioned for growth on the other side - will largely depend on how chief executives ... ![]() 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. |
Latest News
Findex partners with brokerage firm to deliver 'best-in-class' service
|Findex is entering a joint venture with Ortus Financial to bolster its expertise and breadth of its service.
ASIC funding levy to charge advisers $46.2m
The financial advice sector can expect to contribute $46.2 million to ASIC's industry funding levy for the 2025 financial year, new estimates show.
ASIC releases new relief for reportable situations regime
ASIC has provided AFSLs new reliefs to help them manage the reportable situations regime, which includes extending the length of investigations reportable from 30 days to 60 days.
TA Associates invests in Viridian Financial Group
TA Associates announced it will make an undisclosed investment in Viridian Financial Group to help the latter accelerate its next phase of growth.
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.