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XY Adviser

The social network for financial advisors www.xyadviser.com This podcast is to help drive the positive evolution of financial advice. The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should consider speaking with a financial advisor or financial planner.
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Now displaying: November, 2019
Nov 27, 2019

Stephen is the CEO of FASEA, making him the centre of attention of the financial advice industry right now. Clayton sits down to dive deep into some of the more controversial topics, and hopefully provide some clarity on the changes coming in 2020.

FASEA Website: https://www.fasea.gov.au/

General Disclaimer – https://www.xyadviser.com/disclaimer/

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Nov 25, 2019

Today, Clayton is joined by Jim Stackpool. Jim is focused on fundamentally redefining the role of financial advice in the lives of Australians. He has some very interesting thoughts on where advice can add the most value, and how to decouple from product as much as possible.

Certainty Advice Group Website: https://certaintyadvicegroup.com/
Jim Stackpool Linkedin: https://www.linkedin.com/in/jimstackpool/

General Disclaimer – https://www.xyadviser.com/disclaimer/

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Nov 20, 2019

On today's episode, Clayton talks to Chris Carlin - 2019 AFA Rising Star Award Winner, founder of Master Your Money Now, Financial Planner and Mortgage Broker.

Master Your Money Now Website: https://masteryourmoneynow.com.au/
Chris Carlin Linkedin: https://www.linkedin.com/in/chriscarlin1/

General Disclaimer – https://www.xyadviser.com/disclaimer/

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Nov 18, 2019

Clayton chats with Patrick Flynn in this latest podcast episode. Patrick is an experienced financial advice professional who specialises in developing policy, process and technology solutions that empower advisers to do more.

Patrick Flynn Website: https://patrickflynn.info/
Patrick Flynn Linkedin: https://www.linkedin.com/in/patrickjamesflynn/

General Disclaimer – https://www.xyadviser.com/disclaimer/

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Nov 13, 2019

Today, Clayton talks with Andrew Inwood - the founder and CEO of the Coredata Group with global operations. He focuses on the area of Behavioural Economics, with a particular interest in the process of trust transfer between individuals and corporations.

 

Episode Resources:

Core Data Website: https://www.coredata.com.au/
Andrew Inwood Linkedin: https://www.linkedin.com/in/andrew-inwood-0207178/

 

General Disclaimer – https://www.xyadviser.com/disclaimer/

 

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest-growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big-time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

 

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

 

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Nov 11, 2019

In the last of the Ethical Investment Series, Clayton sits down with Tom Culver. Tom is a former adviser who founded Goodments, which matches ESG values with investments.

Episode Resources:

Goodments Website: https://goodments.com/
Tom Culver Linkedin: https://www.linkedin.com/in/tomculver1/

General Disclaimer – https://www.xyadviser.com/disclaimer/

This podcast is sponsored by Goodments. (https://goodments.com/) Established in 2017, Goodments creates sustainable investing solutions for advice professionals and retail customers. Focusing on tools that help customers engage with sustainable and responsible investing, our goal is to play a key role in redirecting capital to environmentally sustainable, socially responsible and ethical business. The Goodments Adviser portal is a Discovery, Analytics, Research and Advice support tool, designed to give Advisers the confidence to determine their customer's responsible investing needs, analyse portfolio holdings, and access institutional grade ESG research for over 7,000 global equities, ETFs and funds.

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Nov 6, 2019

In today's episode, Clayton is joined by Simon O'Connor. Simon is the CEO of the Responsible Investment Association Australasia and walks us through how advisers can give ethical investment advice.

Episode Resources:

Responsible Investment Website: https://responsibleinvestment.org/
Simon O'Connor Linkedin: https://www.linkedin.com/in/simonoconnor/
Additional resources: https://responsibleinvestment.org/financial-adviser-guide/

General Disclaimer – https://www.xyadviser.com/disclaimer/

This podcast is sponsored by Goodments. (https://goodments.com/) Established in 2017, Goodments creates sustainable investing solutions for advice professionals and retail customers. Focusing on tools that help customers engage with sustainable and responsible investing, our goal is to play a key role in redirecting capital to environmentally sustainable, socially responsible and ethical business. The Goodments Adviser portal is a Discovery, Analytics, Research and Advice support tool, designed to give Advisers the confidence to determine their customer's responsible investing needs, analyse portfolio holdings, and access institutional grade ESG research for over 7,000 global equities, ETFs and funds.

New XY platform now available:
App Store https://apps.apple.com/au/app/xy-adviser/id1480066542
Google Play https://play.google.com/store/apps/details?id=com.mightybell.xyadviser&hl=en_AU
Desktop https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Nov 4, 2019

In this episode of the Ethical Investment Series, Clayton talks to Marco Sepulveda - Senior Associate at Sustainalytics. Marco covers the spectrum of ethical investing and why consumer trends are leading this style of investment.

 

Episode Resources:
Sustainalytics Website: https://www.sustainalytics.com/
Marco Sepulveda Linkedin: https://www.linkedin.com/in/marcosepulveda/
Marco Sepulveda Email: marco.sepulveda@sustainalytics.com

 

Responsible Investment Association Australasia (RIAA): https://responsibleinvestment.org/
Responsible Returns Web Tool: https://www.responsiblereturns.com.au/
Morningstar Behavioral Insights: https://www.morningstar.com/company/behavioralinsights
UN Principles for Responsible Investment: https://www.unpri.org/

 

General Disclaimer – https://www.xyadviser.com/disclaimer/

 

This podcast is sponsored by Goodments. (https://goodments.com/) Established in 2017, Goodments creates sustainable investing solutions for advice professionals and retail customers. Focusing on tools that help customers engage with sustainable and responsible investing, our goal is to play a key role in redirecting capital to environmentally sustainable, socially responsible and ethical business. The Goodments Adviser portal is a Discovery, Analytics, Research and Advice support tool, designed to give Advisers the confidence to determine their customer's responsible investing needs, analyse portfolio holdings, and access institutional grade ESG research for over 7,000 global equities, ETFs and funds.

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

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