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.
 'Tis the SeasonParliament's decision on November 24 must have allayed any fears that advisers were going to get a proverbial lump of coal under the Christmas tree. Beyond productOne of the biggest themes to come out of the Murray inquiry is the idea of redefining the value proposition of financial advice.  Eight Things Financial Services CEOs Can Learn from Google's Alphabet AnnouncementThis update is brought to you by the letter G and the numbers 9, 7 and 3. The adviser exodus?If you've been reading Financial Standard recently - and I hope you have - you may have noticed a particular trend.  A New York Kind of FeelingFollowing on from "My Wharton Experience", the second part of my study tour took place in New York. My Wharton ExperienceAs part of the Inaugural Securitor Chief Executives Forum, I participated in a tailor-made leadership program, alongside 13 other financial planners ... Gender disruptionIt's not just technology that will give financial advice its mass appeal, more women in leadership roles could go a long way in lifting the industry's ... Tying the knotWhen Bill Shorten introduced his same-sex marriage bill to a near-empty Parliament chamber on June 1, it was clear his "opportunity of a generation" ... Rise of the machines?One of the biggest problems with so-called "robo-advice" is that no one agrees on what the term actually means. Uncertainty lends itself to suspicion ... |
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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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