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 ...
 Breaking down inequality: The different sex debateThe equality theme is highly topical in our society today.  No two clients are alike: another step in the value storyThank you to those advisers and investors who gave me feedback on my last post. It is heart-warming to see so many advisers wanting to understand more ... No two clients are alikeIts Friday afternoon and I am reflecting on my week, I have seen several new clients' faces this week, we sit at the large table in my office, next to ...  Are young investors wasting their youth?It was George Bernard Shaw who coined the phrase 'youth is wasted on the young'. In Australia today, it seems the young may be wasting their investing ...  Learn or leave"Environments of uncertainty, ambiguity, and change require exploration, invention, experimentation, and adaptation, all of which require learning" ...  Adding value at claim timeMad About Life principal Jodie Douglas provides a case study to highlight the vital role a financial adviser plays in claims management.  Advisers have the answers on ETFsFinancial Standard recently hosted its ETF Forum in Melbourne and we used the opportunity to present the results of an adviser survey conducted in the ...  Financial wellbeing: the future of financial adviceProfessional integrity: a basic client expectation Passive versus active: It needs no debateHave we entered the post-truth world in discussing passive versus active investing? Fear and loathing from Silicon ValleyAn all-pervasive feature of modern life is the speed of technological change, and of our collective capacity to adapt to the multiple impacts of change. |
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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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