Ensombl

This week's Ensombl Sunday Session with the latest updates Here's what you'll find: https://lnkd.in/gpbG2j2H - An article about the opportunities that can still be found in US equities, right now and into 2025. - An article answering some of your questions from Ensombl's November All Licensee PD day. - Ensombl Wrapped 2024 - the hottest topics across Ensombl this year - A podcast discussing the 2025 outlook for Australian equities. #financialplanning #financialadvisors

What Advisers Read in 2024 This year, Ensombl articles and whitepapers remained go-to resources for advisers looking to deepen their expertise and tackle key challenges. Highlights from 2024: · Published 5 whitepapers on hot topics like behavioral finance, sustainable life insurance advice, managed accounts and impact investing. · Delivered 45 articles with over 11,000 unique views Whether you're planning for 2025 or searching for fresh ideas, our content is here to inspire and inform. Explore our entire catalogue of articles and whitepapers for free here - https://lnkd.in/d_hwaPNp #AdviserResources

In this article, James Waterworth – Director of Wealth at BlackRock Australia – shines a light on the opportunities that can still be found in US equities, right now and into 2025. While the re-election of Donald Trump saw investors flood back into the market, an air of uncertainty about the impact of his policy agenda remains. Waterworth shares insights on those sectors where valuations are less stretched, and macro tailwinds could prove beneficial. #financialplanning #financialadvisors

What advisers listened to in 2024 A huge thank you to everyone who tuned into, shared, or contributed to Ensombl podcasts this year. Your enthusiasm and insights have helped shape one of our most impactful years yet. Here are some highlights: - 100,400 downloads across our podcast series. - Released 182 new episodes, including AdviceTech, Engine Room, and our Investment podcast. - Hit key milestones: 100 episodes of our AdviceTech series, 50 of The Engine Room, and 20 of our Investment Series - Our flagship Ensombl podcast reached 475 episodes. - YouTube subscribers grew 30%, making up 17% of downloads—a shift in listener habits Packed with industry insights, our podcasts are your go-to for fresh ideas and staying ahead in an ever-evolving market. Available on all major platforms (and YouTube). Catch our latest episodes here - https://lnkd.in/gR5HwM49 #PodcastHighlights #FinancialAdvice

Ensombl 2024 Wrapped – thanks for making this a special year Powered by your insights, collaborative spirit and sense of community, 2024 has been a special year across Ensombl. This year, we celebrated our 10th birthday—a decade of growth, transformation, and our shared mission to drive the positive evolution financial advice. Thanks to you, here's what we accomplished together in 2024: - We now have 9,400 advice professionals as members - We hosted 3,500 advisers over 2 x ALPD days, where we distributed more than 20,000 CPD points - We surpassed 100,000 annual downloads across our podcasts and grew YouTube subscribers by 30% - We released 182 new episodes across our podcast stable, including Ensombl Australia, AdviceTech, Engine Room, and Investment podcasts - We published 45 articles and 5 whitepapers, collectively attracting over 16,000 unique views. - Introduced 4 new dedicated spaces for more specialised discussions—from innovation and investment trends to advice tech. Additionally, we published our second What Advisors Want Report, summarising the topics you engaged with the most throughout the year. If you haven’t read it yet, check it out here - https://lnkd.in/gThjzxZn And if you feel like some informative, thought-provoking, and educational listening over the holiday break, check out our podcast catalogue here - https://lnkd.in/gR5HwM49 Thank you for being part of this journey. Here’s to a restful holiday season and a dynamic, prosperous 2025. Together, we’ll keep driving the positive evolution of advice. #financialadviser #financialplanning

Investment Podcast #21 – Australian Equities - https://lnkd.in/g7dCVMiH In this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier Investors and Morningstar’s Lochlan Halloway. With uncertainty over the domestic interest rate trajectory, and conflicting signals on the strength of the Australian economy, our experts look forward and share their insights on navigating a local market which is overpriced, but in which pockets of value can still be found. From tech to tariffs, from mining to healthcare, everything goes under the spotlight. Brought to you by: Morningstar and First Sentier Investments Morningstar: Empowering Investor Success.- https://lnkd.in/dgJJZdHj Learn more about Australia’s high-quality growing companies here. - https://lnkd.in/gCCX7-Be #financialplanning #financialadvisor

Check out this week's Ensombl Sunday Session with valuable insights https://lnkd.in/gSQaB-ZD Here's what you'll find: - A deep dive on how behavioural biases influence behaviour, including strategies for mitigating biases and a recommended reading list - The top five strategies to drive efficiency within Xplan - A discussion on 'Own' and 'Any" occupation definitions within TPD and income protection cover - A podcast explores how to simplify the advice process - An Advicetech podcast looks at a digital safe custody solution for managing clients’ digital assets and estate planning. #financialplanning #financialadvisors

This week's Ensombl Podcast episodes Engine Room Podcast #58 – Matt Hale - https://lnkd.in/ggY2sVA6 Matt is the Managing Director at Rising Tide Financial Services. He and Andrew discuss how he built his practice, the impact of the GFC, the evolution of the business, the importance of team culture and governance, and his views on the future of financial advice. Brought to you by: Zurich and Pallas Capital Visit The Adviser Portal and partner with Zurich Insurance and OnePath today. - https://lnkd.in/gAbwN6dC Partner with Pallas Capital for investment solutions tailored to your clients’ portfolio needs. - https://lnkd.in/gyKhae5p #474 Bert van Manen - https://lnkd.in/gXUsCh2u In this week’s episode, Clayton is joined by Chief Opposition Whip Bert van Manen MP. They discuss his bill aimed at simplifying the financial advice process, addressing the inefficiencies and high costs caused by excessive regulation, and what advisors can do to show support. Brought to you by: MoneyGPS moneyGPS. Discover the digital advice platform that will future proof your business. - https://moneygps.com.au/ AdviceTech Podcast #113 – BePrepared - https://lnkd.in/gAKV7uvj In this episode, Patrick speaks with Dylan O'Brien’Brien, Founder at BePrepared, a digital safe custody solution for managing clients’ digital assets and estate planning. They discuss the platform’s features, security, business opportunities, and the role of AI in enhancing client engagement and business efficiency. Brought to you by: Netwealth A world of efficiency awaits you at Netwealth - See Wealth Differently (ASX:NWL) - https://lnkd.in/gV2VN9jF #financialplanning #financialadvisors

In this article by Dan Miles, Co-CIO of Innova Asset Management , answers some of your questions from Ensombl's November All Licensee PD day. Dan's insights into the nature of behavioural biases, and the implications for investing, resonated strongly with the audience, and in response to adviser requests, this article recommends adviser strategies for identifying and mitigating biases, as well as a guide to some of the best books for advisers interested in learning more about this topic. #financialplanning #financialadvisors

Check out this week's Ensombl Sunday Session with valuable insights https://lnkd.in/gnsceNzm Here's what you'll find: -An exploration of different portfolio reporting tools - An Engine room podcast discussing the importance of trust and relationships, and the evolving role of technology in a successful, growing practice - An AdviceTech podcast episode featuring Advice Designer, a new, all-in-one cloud platform #financialplanning #financialadvisors