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 ...
 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 ... The means to reach the goalAs the Future of Financial Advice (FoFA) regulation becomes business as usual for financial advisers, it seems even more pertinent that to operate in ... The Future (of Financial Advice) is now a realityWhile it may have felt like somewhat of an arduous journey, the Future of Financial Advice (FoFA) regulation is now a reality. TASA reality checkThe concern around the proposed amendment to include financial planners in the Tax Agent Services Act (TASA) 2009 was palpable last week. Industry bodies ... Paradox of prosperityIn 10 years time the world will look as different to what it does now as it did 10 years ago as back in June 2003 the world looked a fairly bleak place. Regulation is not always the answerLast month ABC's 4 Corners ran a story exposing managed investment schemes and it reminded us yet again how complex is the question of how much regulation ... Charting a positive course for 2013While a lot of the FOFA reforms focused on the negatives of remuneration restrictions, it is reforms to the codes of practice, self regulation and the ... Here we go again, low fees as the end gameThree months ago super funds were averaging 12 month returns of 0.5%; today fund researchers like Rainmaker through its SelectingSuper surveys are reporting ... Who's the boss?Advisers are angry, not because of relentless reforms or the regular attacks they are often subjected to in the media, but because in an attempt to stamp ... |
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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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