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 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 ... Is insurance broken?Is insurance broken? By now you will probably have an opinion about the Trowbridge Report released last week and it is also very likely that you have ... Medcraft's appalling speechI am surprised. More than that, I am astonished, shocked. Last week I was left speechless by the address that the Australian Securities and Investments ... Quality of advice is the real constantDavid Murray's Financial System Inquiry (FSI) is due to report in a few days and rumours and speculation on what it will recommend are already making ... |
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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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