In this episode, Neil Rogan is joined by Alex Cousley from Russell Investments. Alex gives his insights into the 2026 economic outlook - covering interest rates, global growth trends, and market prospects in Australia, the US, and China.

Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/
Alexander Cousley LinkedIn: https://www.linkedin.com/in/alexander-cousley-cfa-a10b81109/
Russell Investments Website: https://russellinvestments.com/

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

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25121203-06290001
0.25 Client Care & Practice
0.50 Technical Competence

As retirement needs become more dynamic, James Whelan is joined by Patrick Clarke (Generation Life) and James Kingston (BlackRock) to unpack the rise of investment-linked lifetime income products. They explore how advisers can balance growth and risk, manage longevity concerns, and help clients spend with confidence in retirement. With insights into tools like BlackRock’s Aladdin and Generation Life’s Retirement Income Optimiser, this episode shows how technology and modern product design are reshaping retirement strategies for better client outcomes.

Patrick Clarke LinkedIn: https://www.linkedin.com/in/patrick-clarke-36796119/
James Kingston LinkedIn: https://www.linkedin.com/in/jpk245/
BlackRock Website: https://www.blackrock.com/au

To learn more visit https://ensombl.com/go/20251215

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

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25121122-27180001
0.50 Professionalism and Ethics
0.25 Technical Competence

This week, Pat is joined by Steven Goh, Co-Founder at FAYBL. They discuss his experience in fintech and how FAYBL's agentic AI aims to transform advice workflows, improve efficiency, and enhance adviser-client relationships while maintaining the importance of human oversight.

Steven Goh LinkedIn: https://www.linkedin.com/in/stevengoh/
FAYBL Website: https://www.faybl.com/

A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251212

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

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25121000-36070001
0.25 Technical Competence
0.50 Client Care and Practice

Stuart is a Financial Adviser at Verse Wealth. He and James discuss Verse’s structured client experience, their use of tech, the firm’s team-based culture and growth, Stuart’s path from associate to adviser, and how he’s building his client base while shaping the next stage of his career.

Stuart Ruddick LinkedIn: https://www.linkedin.com/in/stuartruddick/
Verse Wealth Website: https://www.versewealth.com.au/

Help us make a difference for Australians in need today. Visit Future2 Foundation to find out more: https://ensombl.com/go/20251211

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

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25120723-44340001
0.25 Technical Competence
0.25 Client Care and Practice
0.50 Regulatory Compliance & Consumer Protection

In this episode, Rocksy is joined by Conaill Keniry, Managing Director, Responsible Manager at Cobalt Advisers. He shares his journey from starting his own license to building a community-focused, adaptable licensee that prioritises adviser support, culture, networking, and real-world business solutions in the evolving advice industry.

Conaill Keniry LinkedIn: https://www.linkedin.com/in/conaill-keniry-b8022a14
Cobalt Advisers Website: https://cobaltadvisers.com.au/
Beryllium Advisers Website: https://berylliumadvisers.com.au/
What If Advice Website: https://whatifadvice.com.au/
The Adviser Games: https://www.theadvisergames.com.au/

Explore the road less travelled at https://ensombl.com/go/20251209

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

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25120501-46150001
0.25 Client Care & Practice
0.50 Technical Competence

As retirees face more complex income needs, host Amie Baker is joined by David Hutchison (AMP) and Kane Hansen (True North Lifestyle) to explore how advisers can build resilient, client-focused retirement portfolios. They break down risk profiling, income-stream design, and the shift toward managed accounts - highlighting North’s bespoke solutions and the role of defensive assets in managing sequencing risk. The conversation also covers lifetime products for Centrelink advantages and why early planning is essential for stronger retirement outcomes.

Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/
David Hutchison LinkedIn: https://www.linkedin.com/in/davidkhutchison/
Kane Hansen LinkedIn: https://www.linkedin.com/in/kanehansen/
True North Lifestyle Website: https://www.truenorthlifestyle.com.au/
Become a MyNorth Lifetime Master: https://www.northonline.com.au/adviser/insights/become-a-mynorth-lifetime-master

Find out more about North’s high-quality investment options: https://ensombl.com/go/20251208

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

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25120201-51390001
0.25 Client Care & Practice
0.25 Professionalism and Ethics
0.25 Technical Competence

This week, Pat is joined by Peter Worn, Joint-MD at Finura Group. They discuss Finura Group's evolution, practical AI applications in advicetech, the development and success of Advice Designer, strategic industry partnerships, and plans for future platform enhancements and integrations.

Peter Worn LinkedIn: https://www.linkedin.com/in/peterworn/
Finura Group Website: https://finuragroup.com/
Advice Designer Website: https://www.advicedesigner.com/

Disrupting the first reported AI-orchestrated cyber espionage campaign Article: https://www.anthropic.com/news/disrupting-AI-espionage
The WealthTech Insider Podcast: https://finuragroup.com/podcast/

A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251205

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

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25120223-22240001
0.25 Technical Competence
0.25 Client Care and Practice
0.25 Professionalism and Ethics

Matt is the Managing Director at Rising Tide Financial Services. He and James discuss his transition from adviser to managing director at Rising Tide, the business's journey toward holistic advice, team development, client handovers, and ongoing plans for strengthening their specialised services.

Matt Hale LinkedIn: https://www.linkedin.com/in/matthalert/
Rising Tide Website: https://risingtidefinancial.com.au/

Help us make a difference for Australians in need today. Visit Future2 Foundation to find out more: https://ensombl.com/go/20251204

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

Earn 0.25 CPD here: https://quiz.ensombl.com/ENSO-25112722-17460001
0.25 Client Care and Practice

In this episode, Neil is joined by Alexander Cousley and Samantha Foster from Russell Investments. They discuss their new Private Market Managed Account for retail investors, its portfolio construction, manager selection, liquidity features, and upcoming platform launch in Australia.

Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/
Alexander Cousley LinkedIn: https://www.linkedin.com/in/alexander-cousley-cfa-a10b81109/
Samantha Foster LinkedIn: https://www.linkedin.com/in/samanthafoster/
Russell Investments Website: https://russellinvestments.com/

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

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112623-46520001
0.50 Client Care & Practice
0.25 Technical Competence

This week, Pat speaks with Allan Whatmore, Founder and CEO at GSA. He discusses how GSA uses AI-driven systems and tailored content to automate, nurture, and optimise client acquisition for advisers and professional services firms.

Allan Whatmore LinkedIn: https://www.linkedin.com/in/allanwhatmore/
GSA Website: https://www.growthstudioagency.com/

A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251128

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