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Scaling through M&A? Ask yourself these four questions first

BY   |  FRIDAY, 27 JUN 2025    1:59PM
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Managing short-term reactions in market downturns

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Market volatility can trigger knee-jerk reactions that are best avoided by long-term investors. Two client types in particular are vulnerable to overreacting ...

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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?

Automation's role in COVID-19 market panic

FINANCIAL ADVICE ASSOCIATION AUSTRALIA
If you read the news, you will no doubt start feeling a sense of panic. Headlines such as 'About $130 billion wiped off Australian shares' can really ...

Overcoming apathy in clients

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While it can feel accidental, goals often materialise due to meticulous planning.

Why I'm not quitting financial advice

FINANCIAL MANAGEMENT WORKS
If you read the media and industry headlines, you'll read that thousands of financial advisers are currently running for the door.

Hotel California moment for transferring financial advisers

TOWNSENDS BUSINESS & CORPORATE LAWYERS
There are numerous ways that an AFS licensee can prevent or hinder an authorised rep from leaving the licensed group.

Retirement review must consider advice

ALLIANZ RETIRE+ POWERED BY PIMCO
The recent commissioning by federal Coalition Treasurer Josh Frydenberg of a review into Australia's superannuation and retirement incomes reminds us ...

Blueprint for repairing trust

PRITCHITTBLAND COMMUNICATIONS
"A man I do not trust could not get money from me on all the bonds in Christendom."

12% super might not be so super

JONAS WEALTH MANAGEMENT
Superannuation. Trusty old, never changing, reliable superannuation.

Playing with different rules

WEALTHWISE
There are statements that most reasonable people will agree on in regards to female centric issues.