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.
 The age of SMSFsThe growth of the number and volume of self-managed super funds (SMSFs) seems to have no end. As the sector reaches the one million individual funds milestone ... It needs to be said, most advisers are great advisersEmotions are running high among financial advisers and it's not surprising. Over the past year, but especially over the last few weeks, financial planning ... Advisers, wake up your dormant clientsFinding new clients, taking care of the ones that you have and engaging on social media are some of the main ingredients in any adviser's recipe to business ... My take on Budget 2014: Advice comes firstFinancial advice is proving more important than ever at a time when Australia faces harsher economic conditions and irreversible changes on tax and social ... Stay focused, confidence in advisers is up!The advice profession has not been an easy one to be in, not since the start of the global financial crisis. For years advisers had to face the challenge ... Forget FoFA, there's no magic trick to professionalismThe Future of Financial Advice legislation has had the interesting, but increasingly frustrating virtue of resurfacing each time we all think that the ... Australia gets older... what will you do about it?Australia is getting older. As many as 366 people turned 75 every day during 2013, according to the Productivity Commission inquiry on aged care. In 2023 ... Yet another shift in the advice spaceThe pendulum is swinging again in the financial planning space. After months of concentrating around the big institutions, advisers are starting to go ... At what price, scaled advice?The momentum behind scaled advice is gathering pace. In the age of 'Do-It-Yourself' investing, the public expects to have the choice to select advice ... Time to keep the promisesAustralians have elected a new government. One that looks to rewrite some of the key regulations within the financial services and one that is expected ... |
Latest News
Firms rebuffing AFCA determinations should be named: FAAA, professional bodies
|The Financial Advice Association Australia (FAAA) and four other professional bodies are urging the Australian Financial Complaints Authority (AFCA) to name and shame financial firms that fail to follow through on a determination as more than 60 have failed to do so.
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.
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 ...
