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.
 Advisers don't need a hospital passTwo decades ago Australia's Medicare planners had the brilliant idea of limiting the number of Medicare registrations for new doctors as a way to hold ... Advice. Isn't it already tax deductible?It's tax time again and with it are the usual voices calling for financial advice to become tax deductible. Trouble is, isn't it already? The adviser ... Yeah, yeah, whateverFinancial planners wanting to scare their clients don't need to talk about underinsurance or the chances their retirement savings will run out. No, all ... Over already?Before the legislation to enact the government's announced advice reforms has even been written, it appears they are being watered down. News reports ... Sifting through the submissions sludgeAnother day another government inquiry and yet another submission to add to the noise and confusion already in play. Investments come firstWith all the dramas over regulatory reviews, parliamentary inquiries, association politics and their edicts over remuneration and now superannuation "charters" ... |
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 ...
