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.
 Buy it rather than build itThe 'buy it rather than build it' approach that's driving business innovation  Can financial planning firms survive?When do you know you are going out of business - just before you do.  The impact of intense uncertainty2019 has been a very challenging year for the financial advice sector. Any time of great change will ultimately have a deeper impact upon individuals ...  Time to turn your week upside downAs the financial advice industry adjusts to the new operating environment, it is no surprise that the way advisers are spending their time has also shifted.  Financial advice vs superannuationThe Federal Government has announced its inquiry into retirement income. It's a heady mix of big numbers and politics and will, among other things ...  FASEA Code of Ethics: Threat or opportunity?Lots of people in the industry are yelling right now because they have serious concerns about the introduction of FASEA's Code of Ethics.  The demise of the small business advice practiceWhat - or who - is really responsible for the demise of the small business advice practice?  Internships are crucial to the future of adviceI've always believed that a university degree needs to be matched with a certain amount of work experience in order for a graduate to be job ready. |
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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
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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 ...
