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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: October, 2020
Oct 28, 2020

Brie is the Head of Practice Management at State Street Global Advisors for the Global SPDR Business. She visits the XY Podcast to talk about why ESG investing is rising to the top, and if it will stay there.

Brie Williams LinkedIn: https://www.linkedin.com/in/briepwilliams/
SSGA Website: https://www.ssga.com/us/en/institutional

This ethical podcast series is sponsored by SPDR ETFs. To find out more about their latest ESG ETF, the SPDR S&P/ASX 200 ESG Fund, visit https://www.ssga.com/e200

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
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General Disclaimer – https://www.xyadviser.com/disclaimer/

Oct 26, 2020

Shaun Wurzbach is the Managing Director, Channel Management and Solutions at S&P Dow Jones Indices. He joins Clayton to discuss who exactly is leading the charge in ESG Investing on a global scale.

Shaun Wurzbach LinkedIn: https://www.linkedin.com/in/shaun-wurzbach-43a97214/
SPG Global Website: https://www.spglobal.com/spdji/en/

This ethical podcast series is sponsored by SPDR ETFs. To find out more about their latest ESG ETF, the SPDR S&P/ASX 200 ESG Fund, visit www.ssga.com/e200

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

S&P Dow Jones Indices does not sponsor, endorse, sell, promote or manage any investment fund or other investment product or vehicle that seeks to provide an investment return based on the performance of any index. S&P Dow Jones Indices LLC is not an investment or tax advisor. S&P Dow Jones Indices makes no representation regarding the advisability of investing in any such investment fund or other investment product or vehicle.

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

Oct 21, 2020

As Fox and Hare Financial Advice celebrates its third birthday, Glen Hare stops by to talk about the shifting mindset towards capitalism and how inclusion is an important part of ESG Investing.

Glen Hare LinkedIn: https://au.linkedin.com/in/glen-hare-8594a528/de
Fox and Hare Website: https://foxandharewealth.com/

This ethical podcast series is sponsored by SPDR ETFs. To find out more about their latest ESG ETF, the SPDR S&P/ASX 200 ESG Fund, visit www.ssga.com/e200

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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

Oct 19, 2020

Elizabeth from WealthSpring Financial is a CFP SMSF Specialist Adviser, and drops in to talk about how best to approach the conversation of a client's ethics and values.

Elizabeth Hughes XY: https://www1.xyadviser.com/members/2437743
WealthSpring Financial Website: http://wealthspringfinancial.com.au/

This ethical podcast series is sponsored by SPDR ETFs. To find out more about their latest ESG ETF, the SPDR S&P/ASX 200 ESG Fund, visit www.ssga.com/e200

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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

Oct 14, 2020

Rory works with the investment team at ASX. He drops by the XY podcast to discuss the growth of ESG investing, female investment trends, and interesting take outs from the latest Australian Investor Study

Rory Cunningham Linkedin: https://www.linkedin.com/in/rorycunningham/
ASX Website: https://www.asx.com.au/

This ethical podcast series is sponsored by SPDR ETFs. To find out more about their latest ESG ETF, the SPDR S&P/ASX 200 ESG Fund, visit https://www.ssga.com/e200

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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

Oct 12, 2020

FASEA Expert and Behavioural Finance researcher Hooria Goodarzi is currently running the FASEA Exam Prep Course on the XY Platform.

Hooria Goodarzi XY: https://www1.xyadviser.com/members/2411561
Upskill Advisers Website: https://www.upskilladvisers.com/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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

 

Oct 7, 2020

Michael is one of the most valuable advisers on XY. Constantly answering questions with his high level of technical expertise, Michael is now a part of a small team writing the book on financial planning ethics. Pre order here https://www.michaelmiller.help/book

Michael Miller XY: https://www1.xyadviser.com/members/2456122
Wealth Market Website: www.wealthmarket.com

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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

Oct 5, 2020

Stephen drops back into the XY Podcast to give an update on the last 12 months of the FASEA roll out.

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

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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

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