248 episodes

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.

XY Adviser XY Adviser

    • Business News

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.

    Ethical Investment Series #10 - Brie Williams

    Ethical Investment Series #10 - Brie Williams

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

    • 51 min
    Ethical Investment Series #9 - Shaun Wurzbach

    Ethical Investment Series #9 - Shaun Wurzbach

    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/

    • 40 min
    Ethical Investment Series #8 - Glen Hare

    Ethical Investment Series #8 - Glen Hare

    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/

    • 34 min
    Ethical Investment Series #7 - Elizabeth Hughes

    Ethical Investment Series #7 - Elizabeth Hughes

    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/

    • 41 min
    Ethical Investment Series #6 - Rory Cunningham

    Ethical Investment Series #6 - Rory Cunningham

    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/

    • 40 min
    #207 Hooria Goodarzi

    #207 Hooria Goodarzi

    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/
     

    • 32 min

Top Podcasts In Business News

Listeners Also Subscribed To