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 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 ... Aligning risk with missionAsset consultant Towers Watson released research in June that concluded super funds should adopt a new approach to managing investment risk. Self-directed works for some, not for allTwo important stories hit the advice industry airwaves last week. Both warned that while advisers can't help everybody, there is a high price to be paid ... |
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 ...
