Scaling through M&A? Ask yourself these four questions firstBY XAN KITCHIN | FRIDAY, 27 JUN 2025 1:59PM Growth 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 ...
 The Royal Commission: What's next for insurance?You'd be forgiven for assuming that, at first glance, the recent Royal Commission into Misconduct in the Banking, Superannuation and Financial Services ...  The case for, and against, listed investment funds: Overhyped or here to stay?Listed investment funds, including open ended trusts (ETFs & active ETFs or ETMFs) and closed ended listed investment companies (LICs) and trusts ...  Rethinking financial planning for millennialsMany financial advisers steer clear of younger clients in the belief that they don't generally have much to invest and are too young to be interested ...  Calming volatile markets with alternative strategiesThe concept of diversification was famously described as the 'only free lunch in finance' by the father of portfolio theory, Harry Markowitz.  How to really defend your portfolioNo-one in their right mind would invest purely in a single asset class. Most people are invested in what is called a "balanced" portfolio that contains ...  Sell in May and go away, but don't bet on itA well-known saying in the share market is 'Sell in May and go away'. That piece of advice is based on the idea that share prices are likely to dip after ...  Achieving portfolio excellence in post-HayneOf all the revelations that the Hayne Royal Commission highlighted earlier this year, it was the issue of institutions charging a customer a fee for no ...  Active versus passive in fixed incomeGiven the recent passing of Jack Bogle, who is largely considered to be the father of passive investing, we felt it might be a reasonable time to look ... Zombie killers neededOne of the key ingredients to reality television is kicking out characters at the end of each episode. It's a fast-track way for the program to renew ...  A failure of intent"Effective leadership is key. Leaders drive culture. Whether they do it by accident or by design, and whether culture is set by those at the top of the ... |
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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.
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