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.
 BOLRS aren't a sure thingThe challenges for AMP advisers with their buyer of last resort arrangements (BOLRs) has dominated the headlines. Many other advisers have BOLR arrangements ...  Access, affordability are collateral damageAnyone who has worked closely with financial advisers, knows that they are an enthusiastic and energetic group who are great with people and optimistic ...  Who should REALLY see a financial planner?Of the 120,000 or so people who work in wealth management in Australia, only 20,000 are financial planners. Most of the other 100,000 work for product ...  Hiking the AFSL trailASIC is scrutinising AFS licence applications very closely - one slip and all your hard work is undone; your application is rejected and suddenly you ...  Robo awakening in AustraliaAs the co-founder of one of Australia's first robo-advisers, I'd like to illuminate some similarities and differences between the financial landscapes ...  Government should increase access to advice, not reduce itThe release of ASIC's Report 627 Financial advice: What consumers really think, highlighted that among Australians who have received professional ...  Watch the knee-jerk when thinking about self-licensingThe financial planning industry in Australia is undergoing a seismic shift. We have mandatory exams, new education requirements, increased compliance ...  No more us versus themIf we're truly going to serve consumer best interests, industry funds must work with financial advisers. Warranties and indemnities in the sale of financial advice portfoliosThe sale of financial advice portfolios is on the rise and both buyers and sellers are finding new ways to allocate risk. In this post, we put the current ... |
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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.
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