Ensombl Advice Australia

In this first installment, Brendon is joined by Kathryn Creasy, Wealth Adviser and Principal at Capital Partners, and David Haintz, Partner at Merchant Investment Management and Principal at Global Adviser Alpha. They discuss using your investment philosophy to provide clients with confidence, along with looking at the post implementation relationship and what advisors can do to strengthen this.

Kathryn Creasy LinkedIn: https://www.linkedin.com/in/kathryn-creasy/ Capital Partners Website: https://capital-partners.com.au/ David Haintz LinkedIn: https://www.linkedin.com/in/davidhaintz/ Merchant Website: https://www.merchantim.com/ Global Adviser Alpha Website: https://www.globaladviseralpha.com/ SPIVA: https://www.spglobal.com/spdji/en/research-insights/spiva/ DALBAR: https://www.dalbar.com/ Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/

To learn more about the Dimensional difference, visit https://ensombl.com/go/20240131

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In this episode, Brendon sits down with David Swanwick, Head of Client Communications, EMEA and Vice President at Dimensional Fund Advisors. They discuss how advisors can best communicate with clients, taking into account the current market conditions and their long term goals.

David Swanwick LinkedIn: https://www.linkedin.com/in/davidswanwick/ Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/

To learn more about the Dimensional difference, visit https://ensombl.com/go/20240131

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In this episode, Brendon talks with Kelsey Dent and Teneale Laister from Alman Partners. They discuss dealing with market turmoil, and the ways advisors can guide clients through this.

Kelsey Dent LinkedIn: https://www.linkedin.com/in/kelsey-dent-b241a5182/ Teneale Laister LinkedIn: https://www.linkedin.com/in/teneale-laister-4a3a3850/ Alman Partners Website: https://www.alman.com.au/ Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/

To learn more about the Dimensional difference, visit https://ensombl.com/go/20240131

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In this final episode, Brendon is joined by Paul Turner, Head of Advisor Group, Australia and Vice President at Dimensional Fund Advisors. They discuss improving client relationships through security, peace of mind, and understanding their personal situation.

Paul Turner LinkedIn: https://www.linkedin.com/in/pturnersydney/ Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/

To learn more about the Dimensional difference, visit https://ensombl.com/go/20240131

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In this episode, our host James Whelan sets out with Jody Fitzgerald of Morningstar and David Macri of Mason Stevens to navigate a way through the current economic cycle. With rapid interest rate increases failing to quell economic activity as anticipated, our experts look at how market expectations are being reset and the implications for different asset classes.

Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/ David Macri LinkedIn: https://www.linkedin.com/in/david-macri-cfa-30a2902/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240129

To learn more about Mason Stevens Outsourced CIO services, contact us: https://ensombl.com/go/2-20240129

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In this episode, Peita is joined once again by Anne-Marie Esler, Co-Founder and Co-CEO Padua Solutions. She gives an update on the Padua software and website since their last appearance on the podcast, and preview what's in store for the future.

Padua Website: https://www.paduasolutions.com/ Anne-Marie Esler LinkedIn: https://www.linkedin.com/in/anne-marie-esler-cfp-b04ab686/ Original Padua episode: https://ensombl.com/podcasts/advicetech23/ Curiosity Corner (Forekast) Website: https://forekast.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240126

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Kris is a Financial Adviser at McQueen Group. He and James chat about his career journey from pharmacist to financial advisor and his plans to continue growing his client base and team as the head of McQueen Group's Brisbane office.

Kris Chapman LinkedIn: https://www.linkedin.com/in/kris-chapman-12382a43/ McQueen Group Website: https://www.mcqueengroup.com.au/

Join the North Retirement Space on Ensombl. https://ensombl.com/go/20240125

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This week, Peita is joined by Racheal Collogan, Business Development Manager at Netwealth. They explore the opportunities and challenges of artificial intelligence in the advice industry, focusing on how advisors can start leveraging AI tools to improve their businesses and better serve clients.

Netwealth's Advicetech page: https://www.netwealth.com.au/web/insights/netwealth-2023-advicetech/ Racheal Collogan Linkedin: https://www.linkedin.com/in/rachealcollogan/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ Leave a voice message for Peita: https://www.speakpipe.com/PeitaD

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240119

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John is the Senior Financial Adviser and Director at Apex Advice. He and James discuss how he started Apex Advice, the team he's built, and why he decided to target younger accumulator clients with an ongoing engagement model rather than focusing on one-off advice.

John Manserra LinkedIn: https://www.linkedin.com/in/john-manserra/ Apex Advice Website: https://apexadvice.com.au/

Join the North Retirement Space on Ensombl. https://ensombl.com/go/20240118

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Host James Whelan is joined by PIMCO's Robert Mead and Morningstar's James Foot to answer the big advisor questions about fixed income. Following the tumult of 2022, our experts explore whether the big bond market reset is over, pondering the role for bonds in growth portfolios, the benefits of active fixed income management, and how to give clients the confidence to re-enter FI markets.

James Foot LinkedIn: https://www.linkedin.com/in/james-foot-b8609b20/ Robert Mead LinkedIn: https://www.linkedin.com/in/rob-mead-a7b200109/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240115

Find out more about PIMCO's active approach to fixed income investing, visit https://ensombl.com/go/2-20240115

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