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 ...
 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 ... Superannuation is dead, long live the pension systemIt was reported last week that the average super fund pension account is now $200,000 confirming that Australia's superannuation system is transforming ... Budget 2012: fight or adapt?The outcry against the budget move to reduce the concession on superannuation contributions tax for people with taxable incomes above $300,000 shows how ... FOFA's all done, now back to workWell that was over quicker than I thought. Months of lead up, industry and political wrangling and warnings of impasses that would freeze the FOFA reforms ... Simplifying investment strategiesNo wonder investors are confused. Almost every week they are told in investment newsletters to hold course and wait for the recovery while at the same ... Adviser leadership needed to beat tough issuesThe new year is already well under way and we are into the second month as if Christmas and New Year was a fleeting momentary dream. 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 ... |
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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.
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 ...
