The benefits and challenges of a long-short equity strategyBY JASON TODD | FRIDAY, 13 JUN 2025 2:49PM A long-short equity investment strategy can help investors profit from rising and falling markets, even when prices drop sharply.
 Why the adviser's voice recorder is the surgeon's scalpelInterested in fast-tracking your team's understanding of client value by at least 50% in just a month?  Changing face of insuranceThe pace of change in Australia's income protection (IP) offering has gathered significant steam in recent years. For advisers who have been in the industry ...  The problem with financial adviceThe problem with financial advice today has nothing to do with the advisers who dispense it. In saying that, yes I have ignored the variability in education ...  How to accept critique and guidance in the New YearAre you the person who doesn't believe what your boss says? What do they know? They are a dinosaur! Or do you think you know better, so why should you ...  What's on offer with the downsizer contribution?The ability for pensioners to contribute up to $300,000 into superannuation after selling your main residence (along with the first home super saver scheme) ...  Financial hurdles preoccupying parentsHow times have changed. For today's youth, life is far more expensive than it was for me. Education and housing today cost a small fortune, but in my ...  A Royal Commission - What does it mean for financial advice?Faced with obviously insurmountable pressure, the Government has now announced a Royal Commission to examine the conduct of banks, insurers, financial ...  What does being financially fit look like?There are some distinct features to being physically fit - muscle tone, vibrant skin, great energy levels.  Talking to the media - what should I say?Lots of business owners see the many benefits of talking to the media - but are you clear on what you want to say?  Futureproofing the industryIn a world where self-directed consumers are increasingly taking control for themselves, it's never been more important to ensure financial advice stands ... |
Latest News
Inheritance dissatisfaction an advice opportunity: Report
Most high-net-worth (HNW) inheritors are unhappy with how they have used their inherited capital, presenting an opportunity for financial advisers.
Link Wealth acquires boutique advice firm
Link Wealth's national expansion is continuing to progress, acquiring financial advice firm Xponential Advisory a few months after taking a majority stake in Sky Advisers.
AIOFP, FAAA encouraged by first meeting with Mulino
Following their inaugural meeting with new financial services minister Daniel Mulino, the Association of Independently Owned Financial Professionals (AIOFP) and Financial Advice Association Australia (FAAA) feel enthused about the impact he will have on the profession.
Aged care reforms pushed to November
The government is delaying the implementation of the new Aged Care Act until November 1 following widespread concerns that stakeholders weren't given enough time to prepare.
Further Reading
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.
Expert Feed
The need to achieve real scale in advice - and serve all Australians
One of the great social challenges in financial services today is the millions of everyday Australians who want and need financial guidance but cannot ...
Are US assets becoming less desirable?
There has been so much commentary, including by us, on the twists and turns of US trade policy - notwithstanding the latest 90-day truce with China - ...
Listed private equity: A strategic opportunity amid global market dislocation
The sharp escalation in global trade tensions in 2025 has injected a fresh layer of volatility into capital markets.
How to manage the rise of 'early' inheritances
For decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant ...
