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Everything from XY Adviser

XY Adviser launches recruitment marketplace to remove hiring headaches for financial advice businesses

From XY Adviser

XY Adviser, an exclusive online professional network for the financial advice industry, has launched its ‘XY Jobs Board’ to help advice businesses attract high-quality staff. With the national unemployment rate

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29 Oct 2021

XY Adviser named as finalist in the 2021 Sydney City Business Awards

From XY Adviser

XY Adviser, an exclusive online community for the financial advice industry, has been named as a finalist in the category of ‘Excellence in Innovation’ for the 2021 Sydney City Business

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16 Sep 2021

How do we engage with the eighty percent?

From XY Adviser

We all know that eighty percent of Australians aren’t receiving financial advice, but what can we do to change that figure? Engaging with the silent majority isn’t easy. Not only

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01 Aug 2016

XY Adviser launches its biggest adviser event to date

From XY Adviser

XY Adviser will host its first full-day event in November, continuing its pursuit of improving advice in Australia. Through sharing innovative ideas among members, sessions will be focused on providing

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09 Oct 2015

XY Adviser – disrupting the future of advice through collaboration

From XY Adviser

XY Adviser, a community of Gen X and Y advisers, is disrupting the current discussion around the future of financial advice by providing a forum for innovation and thought leadership

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10 Apr 2015

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]