Scaling through M&A? Ask yourself these four questions firstBY XAN KITCHIN | FRIDAY, 27 JUN 2025 1:59PMGrowth 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 ...
![]() Sponsored: Wealth - where to next?As the Royal Commission puts the spotlight on outdated, vertically-integrated models, customers are turning to IFAs for more transparency and control. ![]() What performance tables cannot tell youManaged funds performance tables tell a story, but it's a partial story. There's a lot they leave out. ![]() Grandfathered advice commissions, exiting stage leftIt is beyond doubt that the decision to include superannuation within the terms of reference for the financial services misconduct Royal Commission is ... ![]() The future of super: Life after the Royal CommissionTraditionally, the most defining characteristic of the superannuation industry has been inertia. Now, with the recent budget changes, the Productivity ... ![]() Is this a new generation of advice appearing?I reckon the financial advice industry is entering a new phase of professionalism and opportunity, only everyone doesn't seem that excited about it. ![]() Limited capacity clients and their estate plansAdvisers can face many challenges when working with clients who they believe may have limited capacity. ![]() Give the banks a breakOK, we all know that the big bad banks have been charging their customers for advice that hasn't been given - the Royal Commission is sorting that out. ![]() Technology can help kick off a new advice movementWith the advice industry's current focus on ethics and boosting professional standards following the Royal Commission, one is left wondering what the ... ![]() Sponsored: Understanding carbon riskAustralia lags the world in renewable energy, generating just 17% of its energy from renewable sources, compared with 24% globally.[1] So how much of ... ![]() Responsible investing in fixed income: Not quite as easy as ESGResponsible investing is about much more than just evoking the common catchcry of environmental, social and governance (ESG). Fixed income investors need ... |
Latest News
Findex partners with brokerage firm to deliver 'best-in-class' service
Findex is entering a joint venture with Ortus Financial to bolster its expertise and breadth of its service.
ASIC funding levy to charge advisers $46.2m
The financial advice sector can expect to contribute $46.2 million to ASIC's industry funding levy for the 2025 financial year, new estimates show.
ASIC releases new relief for reportable situations regime
ASIC has provided AFSLs new reliefs to help them manage the reportable situations regime, which includes extending the length of investigations reportable from 30 days to 60 days.
TA Associates invests in Viridian Financial Group
TA Associates announced it will make an undisclosed investment in Viridian Financial Group to help the latter accelerate its next phase of growth.
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.