Articles - XY Adviser

LATEST ARTICLES

Exploring Ethical Principles and the Role in Insurance Advice

How applying an ethical mindset is becoming instrumental in developing an effective insurance framework

Exploring Ethical Principles and the Role in Insurance Advice

Adam Crabbe

Risk Strategy Specialist

Zurich

Australia

4 hours

The Rise of Alternative Assets-Investing Beyond Cash, Bonds and Stocks

The current economic market conditions have created the perfect storm for alternative asset classes to thrive in. With recent low-interest rates, high traditional asset prices, and growing volatility – investors are being driven to think outside the traditional investment box in search of better returns and lower portfolio risk.

The Rise of Alternative Assets-Investing Beyond Cash, Bonds and Stocks

Mark Sherwood

Investment Strategist

iPartners

Australia

6 hours

The SDGs at Half-time – We Need to Score (with) More Goals

It has been seven and a half years since the UN’s Sustainable Development Goals were launched to great fanfare in 2015.

The SDGs at Half-time – We Need to Score (with) More Goals

Jan Anton van Zanten

SDG Strategist

Robeco

Australia

6 days

Practical Steps to Positive Change in Your Practice

Positive change doesn’t usually happen by chance – it happens by choice. It requires strategic commitment and time investment – something financial advisers often lack when they are serving the growing needs of a number of clients. Six years after Cervus Private Wealth co-founders Ross Potter and Adam Miliszewski started their Gold Coast-based practice, they’d reached a crossroads. The business could keep growing steadily – or they could put their foot on the accelerator.

Practical Steps to Positive Change in Your Practice

Sherise Mercer

Head of Macquarie Virtual Adviser Network

Macquarie

Australia

2 weeks

Advising with Confidence: The Importance of Interpersonal Skills

You could be the most technically competent adviser in Australia, but research consistently shows that 'people buy people'. Your clients want to get to know you, see if they like you and ultimately feel that they can trust you with their important financial decisions. If you want to set yourself apart, earn your client’s trust and grow your business, then focusing on interpersonal skills is the only answer.

Advising with Confidence: The Importance of Interpersonal Skills

Clayton Daniel

Managing Director

XY Adviser

Australia

2 weeks

The Opportunity in Life Insurance

It's no secret that advisers have been hit with a lot over the past few years - from FOFA to LIF to the Royal Commission to the new education standards. On top of this, insurance products such as Income Protection have undergone a significant change, and products across the board are evolving and becoming more complex. Understandably, many advisers have thrown in the towel.

The Opportunity in Life Insurance

Clayton Daniel

Managing Director

XY Adviser

Australia

4 weeks

‘We Were Gold Medalists for Coming Up with Ideas’: How This Firm Translated Opportunity Into Action

Bridge Private Wealth recently found itself in a position that will be familiar to many leaders in advice businesses. Their team is ambitious, energetic and talented – but sometimes struggled to translate this into business traction.

‘We Were Gold Medalists for Coming Up with Ideas’: How This Firm Translated Opportunity Into Action

Sherise Mercer

Head of Macquarie Virtual Adviser Network

Macquarie Group

Australia

1 month

Building Diversified Ethical Portfolios

Despite the rapid demand and growth of ESG and Sustainable investing in Australia, investors are not yet spoilt for choice when it comes to constructing a well-diversified ESG portfolio across the full risk spectrum of investment products.

Building Diversified Ethical Portfolios

Neil Rogan

Head of Wholesale Partnerships

Russell Investments

Australia

1 month

How to Build a Winning Review Process

Have you ever asked yourself what success means for your financial planning firm? Is it achieving outstanding financial performance, building a great network of clients or delivering a service that exceeds expectations? Perhaps it’s a combination of different things.

How to Build a Winning Review Process

Vincent Holland

Co-Founder

Plutosoft

Australia

1 month

The simple learnings advice firms have shared with us

The shape and make-up of the financial advice industry is evolving, as market pressures persist and adviser numbers dwindle. Still, in the face of new changes, the best lessons are often the oldest and simplest. We recently spoke to a group of advisers about the enduring value in collaboration, planning and learning.

The simple learnings advice firms have shared with us

Cameron Garrett

Head of Wealth Solutions

Macquarie’s Banking and Financial Services group

Australia

2 months

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