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.
 New Year's focusWelcome to the final FS Advice newsletter for 2011, a year that saw the relaunch of the FS Advice brand and of the popular adviser case study series while ... Shifting groundThis month a few business deals have rocked the sector, including DKN Financial Group's executive staff jumping ship to head up a brand new advice unit ... Waiting in the wingsOnerous compliance may be huffing and puffing away at the very pillars of advice but new research shows the future of the industry couldn't be brighter. Social media advisers the new 'vogue'Financial advice and the world of social media are slowly connecting as advisers find themselves facing new opportunities and pitfalls in this space. Planning to bridge the aged care gapAustralia's ageing population is about to explode. Currently the ratio of working Australians to those retired is 5 to 1 and by 2050 it will be 2 to 1. Eye on the ballFinancial planning is at its best as a premium service, judging from a recent case study featured in the Australian Journal of Financial Planning. Shot by OakeshottGovernment aligned independent Rob Oakeshott appearing to shy away from backing parts of the FOFA reforms shows yet again the folly of the financial services ... Dealer group business models purring on the catwalkOnline advice can't be all bad if the FPA is hosting free online Q&A advice chat lines as part of Financial Planning Week. Professionalism's greatest test, or examFinancial advisers and their associations have been lobbying hard to be treated as professionals and it seems ASIC has heeded their advice with a consultation ... |
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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.
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