Today we cover the China GDP, New Zealand inflation data, Aristocrat's acquisition of Playtech, Qantas, Senex Energy, and Iron Gate Property.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Neil is the Managing Director and Group CEO of Fortnum Financial Group. He talks about his journey into financial services, and the experience he brought into Fortnum which assisted in its growth.
Neil Younger LinkedIn: https://www.linkedin.com/in/neilyounger/
Fortnum Private Wealth Website: https://fortnum.com.au/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
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Cara is an AFP Financial Adviser at Sufficient Funds. She and Fraser chat about using media channels to break down the barriers to advice and draw in your ideal clients.
Cara Williams LinkedIn: https://www.linkedin.com/in/cara-williams-finanical-adviser/
Sufficient Funds Website: https://sufficientfunds.com.au/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
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Today we cover the US Inflation Data, increasing food and energy prices, Hub, Netwealth and Qantas.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Rob is the CEO and Managing Director at Peloton Partners. Having spent ten years in the police force, Rob carries this firm resolve and fearless approach to his business life. He and Fraser discuss his transition to financial advice, and how both jobs have their own levels of risk management.
Rob Jones LinkedIn: https://www.linkedin.com/in/rob-jones-b473994/
Peloton Partners Website: https://www.pelotonpartners.com.au/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
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In this episode we talk about how do you make technology decisions, what goes into that decision and what's the internal, emotional decision making process.
This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic
Phil Thompson
Financial Adviser at Skye
Phil Thompson XY: https://www1.xyadviser.com/members/2512154
Skye Website: https://www.skye.com.au/
Jodie Douglas
Financial Adviser and Co-Founder of Mad About Life
Jodie Douglas XY: https://www1.xyadviser.com/members/2401572
Mad About Life Website: https://www.madaboutlife.com.au/
Mitchell Ramsbotham
Group General Manager at Coastal Advice Group
Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/
Coastal Advice Group Website: https://coastaladvicegroup.com.au/
Vicky Andrews
Enterprise Agile Coach at Telstra
Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/
Telstra Website: https://www.telstra.com.au/
Ivon Gower
Director of Financial Planning Products (AU/NZ) at Morningstar
Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/
Morningstar Website: https://www.morningstar.com.au/Home
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In this episode we discuss the concept of "Expectations vs Reality", and whether or not your dream software will actually be able to solve all your problems.
This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic
Phil Thompson
Financial Adviser at Skye
Phil Thompson XY: https://www1.xyadviser.com/members/2512154
Skye Website: https://www.skye.com.au/
Jodie Douglas
Financial Adviser and Co-Founder of Mad About Life
Jodie Douglas XY: https://www1.xyadviser.com/members/2401572
Mad About Life Website: https://www.madaboutlife.com.au/
Mitchell Ramsbotham
Group General Manager at Coastal Advice Group
Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/
Coastal Advice Group Website: https://coastaladvicegroup.com.au/
Vicky Andrews
Enterprise Agile Coach at Telstra
Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/
Telstra Website: https://www.telstra.com.au/
Ivon Gower
Director of Financial Planning Products (AU/NZ) at Morningstar
Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/
Morningstar Website: https://www.morningstar.com.au/Home
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In this episode we go "under the hood" and discuss integrations.
This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic
Phil Thompson
Financial Adviser at Skye
Phil Thompson XY: https://www1.xyadviser.com/members/2512154
Skye Website: https://www.skye.com.au/
Jodie Douglas
Financial Adviser and Co-Founder of Mad About Life
Jodie Douglas XY: https://www1.xyadviser.com/members/2401572
Mad About Life Website: https://www.madaboutlife.com.au/
Mitchell Ramsbotham
Group General Manager at Coastal Advice Group
Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/
Coastal Advice Group Website: https://coastaladvicegroup.com.au/
Vicky Andrews
Enterprise Agile Coach at Telstra
Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/
Telstra Website: https://www.telstra.com.au/
Ivon Gower
Director of Financial Planning Products (AU/NZ) at Morningstar
Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/
Morningstar Website: https://www.morningstar.com.au/Home
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In this episode we discuss the issue of compliance when dealing with software.
This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic
Phil Thompson
Financial Adviser at Skye
Phil Thompson XY: https://www1.xyadviser.com/members/2512154
Skye Website: https://www.skye.com.au/
Jodie Douglas
Financial Adviser and Co-Founder of Mad About Life
Jodie Douglas XY: https://www1.xyadviser.com/members/2401572
Mad About Life Website: https://www.madaboutlife.com.au/
Mitchell Ramsbotham
Group General Manager at Coastal Advice Group
Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/
Coastal Advice Group Website: https://coastaladvicegroup.com.au/
Vicky Andrews
Enterprise Agile Coach at Telstra
Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/
Telstra Website: https://www.telstra.com.au/
Ivon Gower
Director of Financial Planning Products (AU/NZ) at Morningstar
Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/
Morningstar Website: https://www.morningstar.com.au/Home
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In this final installment we cover the change management process of implementing new technology into an advice practice.
This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic
Phil Thompson
Financial Adviser at Skye
Phil Thompson XY: https://www1.xyadviser.com/members/2512154
Skye Website: https://www.skye.com.au/
Jodie Douglas
Financial Adviser and Co-Founder of Mad About Life
Jodie Douglas XY: https://www1.xyadviser.com/members/2401572
Mad About Life Website: https://www.madaboutlife.com.au/
Mitchell Ramsbotham
Group General Manager at Coastal Advice Group
Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/
Coastal Advice Group Website: https://coastaladvicegroup.com.au/
Vicky Andrews
Enterprise Agile Coach at Telstra
Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/
Telstra Website: https://www.telstra.com.au/
Ivon Gower
Director of Financial Planning Products (AU/NZ) at Morningstar
Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/
Morningstar Website: https://www.morningstar.com.au/Home
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Ross is a Financial Adviser and Coach at More Time Financial. He is on a mission to help young Australians make smarter decisions with their money, and talks about how he set up his business to achieve that goal.
Ross Marais XY: https://www1.xyadviser.com/members/2501499
More Time Financial Website: https://www.moretimefinancial.com.au/
Ross Marais Website: https://www.rossmarais.com/
More Than Money Podcast: https://www.rossmarais.com/podcast
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
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Today we cover the US Nonfarm Payrolls, the worsening Global Energy Crisis, Collins Food, EML, and changes to NSW COVID restrictions.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Tom is the General Manager of MBS and Managing Director at My Money Sorted. He joins Fraser to talk about using digital marketing to help overcome the barriers to advice, as well as the process of launching the "My Money Sorted" platform.
Tom Haigh LinkedIn: https://www.linkedin.com/in/tomjhaigh/
MBS Website: https://marketingbrandingsales.com/
My Money Sorted Website: https://mymoneysorted.com.au/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
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Richard is the Brand Amplification Strategist at The Limelight Department. He and Fraser chat about the concept of "Digital Spring Cleaning", and how that can enhance your online presence and grow your client base.
Richard Dunkerley LinkedIn: https://www.linkedin.com/in/dunkerleycommunications/
The Limelight Department: https://www.linkedin.com/company/the-limelight-department/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
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Today we cover the shock resignation of NSW’s Premier, Global energy shortages, Optus, and the US debt ceiling.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Rob is the Head of Practice Engagement at Fortnum Private Wealth. He talks about the creation and evolution of Innergi, and what he's doing to engage practices today.
Rob Skinner XY: https://www1.xyadviser.com/members/8366992
Fortum Private Wealth Website: https://fortnum.com.au/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
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Michael is a Certified Financial Planner at Wealth Market and an AFCA Panel member. Michael returns to the XY Podcast to talk about his reports on the AFCA (Australian Financial Complaints Authority) determinations, the Zoe Miller Award, and his upcoming book "Ethics in Professional Practice".
Michael Miller XY: https://www1.xyadviser.com/members/2456122
Wealth Market Website: www.wealthmarket.com
Michael Miller Website: https://www.michaelmiller.help/
Zoe Miller Award: https://zoemiller.info/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
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Today we cover the RBA minutes, US bond yields, the Bank of England commentary, Sandfire, and the continuing Evergrande saga.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Amanda is a Director at Wealth Planning Partners. She joins Fraser to talk about how to spot the red flags of financial abuse, what inspired her to pen her book "Financial Secrets Revealed" and why she's turning it into a podcast.
Amanda Cassar LinkedIn: https://www.linkedin.com/in/amandacassar/
Wealth Planning Partners Website: https://www.wealthplanningpartners.com.au/
Financial Secrets Revealed Book: https://amandacassar.com.au/my-book/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
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Neil is the Head of Wholesale Partnerships at Russell Investments. He returns to the XY Podcast to discuss the "2021 Value of an Advisor Study", and break down the elements of "The Value of an Advisor formula".
Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/
Russell Investments Website: https://russellinvestments.com/au
Value of an Advisor Study: https://russellinvestments.com/us/resources/financial-professionals/value-of-advisor
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
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Today we cover Australian Employment Data, US Inflation data, Evergrande's impact on iron, and the Telstra Strategy Day.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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In this final episode we wrap up the series by discussing supply and demand, and should we be worried about diversification across markets and sectors in this area, or is it too small?
Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au
Philip Moffitt
Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting
Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/
Beckon Capital Website: https://beckon.capital/
Aware Super Website: https://aware.com.au/
Elizabeth Hatton
Director at Viva Finanical Planning
Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/
Viva Financial Planning Website: https://www.vivafp.com.au/
Paul Garner
Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative
Paul Garner XY: https://www1.xyadviser.com/members/2987399
Novo Wealth Website: https://novowealth.com.au/
Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/
Alexandra Brown
Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative
Alexandra Brown XY: https://www1.xyadviser.com/members/4925056
Invest with Ethics Website: https://www.investwithethics.com/
Altiorem Website: https://altiorem.org/
James Harwood
Senior Portfolio Manager at Russell Investments
James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/
Russell Investments Website: https://russellinvestments.com/au
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In this episode we dive deeper into what’s underneath E, S and G and how clients can prioritise what’s important to them.
Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au
Philip Moffitt
Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting
Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/
Beckon Capital Website: https://beckon.capital/
Aware Super Website: https://aware.com.au/
Elizabeth Hatton
Director at Viva Finanical Planning
Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/
Viva Financial Planning Website: https://www.vivafp.com.au/
Paul Garner
Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative
Paul Garner XY: https://www1.xyadviser.com/members/2987399
Novo Wealth Website: https://novowealth.com.au/
Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/
Alexandra Brown
Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative
Alexandra Brown XY: https://www1.xyadviser.com/members/4925056
Invest with Ethics Website: https://www.investwithethics.com/
Altiorem Website: https://altiorem.org/
James Harwood
Senior Portfolio Manager at Russell Investments
James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/
Russell Investments Website: https://russellinvestments.com/au
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Today we cover the US PPI index, the Uranium spot price, the results of the RBA monthly meeting, PayPal's acquisition of Paidy, and the Santos and Oil Search Merger.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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In this episode we talk all about the "50 Shades of Green".
Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au
Philip Moffitt
Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting
Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/
Beckon Capital Website: https://beckon.capital/
Aware Super Website: https://aware.com.au/
Elizabeth Hatton
Director at Viva Finanical Planning
Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/
Viva Financial Planning Website: https://www.vivafp.com.au/
Paul Garner
Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative
Paul Garner XY: https://www1.xyadviser.com/members/2987399
Novo Wealth Website: https://novowealth.com.au/
Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/
Alexandra Brown
Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative
Alexandra Brown XY: https://www1.xyadviser.com/members/4925056
Invest with Ethics Website: https://www.investwithethics.com/
Altiorem Website: https://altiorem.org/
James Harwood
Senior Portfolio Manager at Russell Investments
James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/
Russell Investments Website: https://russellinvestments.com/au
Join the XY platform:
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