How to manage the rise of 'early' inheritancesBY FELIPE ARAUJO | FRIDAY, 9 MAY 2025 2:31PM For decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant shift is underway: the rise of 'early' inheritances.
 An adviser's role in a sustainable insurance systemA few months ago, Rice Warner noted the retail life insurance market has been slow to respond to issues around sustainability and warned that life insurance ...  The dos and dont's of derivativesAs market volatility continues to build, investors can protect the value of their portfolios with derivatives. The good news is that retail investors ...  Time for advice to reset its courseIn the 24th and final Financial Standard edition of 2017, you may recall the biggest news of the day was the establishment of the financial services Royal ...  The future of advice: It's personalA decisive shift will happen over the next few years towards a personalised financial advice model. Planning for it now is critical.  Advisers should mind the expectations gapThe CFA Institute has just released its annual global survey on the state of investor trust called "The Next Generation of Trust".  Women in advice: Closing the gender gapAccording to The Economist: 'a woman doing the same job for the same employer earns 98 cents to the dollar paid to a man. Yet the gender pay gap persists.  Are chatbots providing financial services?Many financial services businesses now use technology, such as algorithms and chatbots, to help attract and service their customers.  Planners, you're leaving value on the tableTraditionally, financial planners' focus has been getting new clients on a recurring revenue arrangement as soon as possible. If any regard has been given ... Building blocks of premium constructionAgainst a backdrop of increased industry commentary regarding the sustainability of the income protection market and trends in pricing, it's important ...  Mandate fees for risk advice and watch the complaints growIf we keep going the way we are headed, commissions will one day be completely banned and life insurance advisers will only be permitted to charge fees ... |
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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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