Scaling through M&A? Ask yourself these four questions firstBY XAN KITCHIN | FRIDAY, 27 JUN 2025 1:59PMGrowth 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 ...
![]() Waiting for Tranche 2 of the QAROver two years since the commencement of the Quality of Advice Review (QAR) - what has been delivered has fallen short of hopes in some quarters. ![]() The embedded value of digital vaultsThose of us working within the financial services industry are only too aware how important it is to safeguard sensitive information against data breaches ... ![]() NALE: There's still work to be doneRecent legislative amendments have reduced the tax penalty for some expense shortfalls but not all. ![]() The hidden costs of aging: Preparing your finances for the full retirement journeyConventional retirement planning often overlooks the financial needs of later life. Instead, the focus is on planning for the earlier 'active' years of ... ![]() What Aussie advisers can learn from a UK advice tech firmLaunching into a new region is never an easy process, and particularly a region like Australia where the financial advice industry has been in turmoil ... ![]() Why active multi-strategy investing can overcome ESG challengesTwo key principles can help optimise outcomes for investors seeking to build a sustainable global share portfolio: active management and multi-strategy ... ![]() You're worth your fees, right?According to the latest Business Health Future Ready IX report, the average fee being charged to advice clients today is $3852; to be certain, this is ... ![]() Proactive aged care planningAn old saying but one that holds very strong in consideration for aged care. Early planning for aged care can make a significant difference, ensuring ... ![]() Clever contribution strategies for navigating an unusual EOFYAs the end of FY24 approaches, financial advisers can make the most of new opportunities for super contributions. ![]() Deficiencies of risk quantification in the financial advice process in AustraliaRisk quantification is an extremely important part of providing financial advice in Australia. It helps financial advisers evaluate and understand the ... |
Latest News
ASIC funding levy to charge advisers $46.2m
The financial advice sector can expect to contribute $46.2 million to ASIC's industry funding levy for the 2025 financial year, new estimates show.
ASIC releases new relief for reportable situations regime
ASIC has provided AFSLs new reliefs to help them manage the reportable situations regime, which includes extending the length of investigations reportable from 30 days to 60 days.
TA Associates invests in Viridian Financial Group
TA Associates announced it will make an undisclosed investment in Viridian Financial Group to help the latter accelerate its next phase of growth.
Shaw and Partners splashes $63m for New Zealand expansion
Shaw and Partners Financial Services, a subsidiary of EFG International, has acquired a 75% stake in Auckland-based Investment Services Group (ISG) for NZ$67.5 million ($62.5m).
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.