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 ...
 Scorecard not pretty for active managersThe SPIVA scorecard on active funds in the US is out, courtesy of S&P Dow Jones Indices. Unless you are an index manager, it's not pretty.  Positioning portfolios for a late cycle environmentAs Rudy Dornbusch said in 1997: "None of the U.S. expansions of the past 40 years died in bed of old age; every one was murdered by the Federal Reserve." ...  The life insurance industry in Australia is in troubleThe Royal Commission's recommendation that life insurance sales should not be rewarded with a commission or a payment from the product provider to the ...  From sales culture to profession: What the final report means for the financial advice industryFor financial advisers the winds of change were blowing prior to the establishment of the Royal Commission into Misconduct in the Banking, Superannuation ... On beta-adjusted alpha: understanding active managersThere's a secret hiding in plain sight, and it's the fact that around 80 per cent of actively managed Australian and international equities products have ...  Sponsored: Volatility - a reversion to normalityThe recent spike in market volatility has prompted references to the Great Financial Crisis - but maybe higher volatility is just the new normal.  Give an inch, take a mileWhat have we learned from the final report of the Royal Commission (RC) handed down by Justice Kenneth Hayne?  Deal breakers & deal changers in the financial planning M&A spaceThe financial services industry has seen blow after blow recently with the introduction of new Financial Adviser Standards and Ethics Authority (FASEA) ...  AFSL trends you should be paying attention toIt would be an understatement to say that 2018 was challenging for AFSL holders and financial advisers. Unfortunately, 2019 isn't shaping up to be much ...  Why the paraplanning profession is here to stayThere is much conjecture surrounding the future of paraplanning, and with good reason. With artificial intelligence and machine-learning gaining momentum ... |
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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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