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 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 ...  It ain't me, babe: A message to FASEAIt's official. There's a furore building among financial advisers over proposed education standards. And the big surprise is that the noise isn't coming ...  Married? De facto? Does it matter for same sex couples?It sure does. As advisers, we need to understand the subtle nuances of modern living arrangements for all our clients, particularly those in same sex ...  Advising on investment bubbles"If investing is entertaining, if you're having fun, you're probably not making any money. Good investing is boring. |
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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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