Ensombl

Ensombl Ensombl (Formerly XY Adviser)

The leading digital platform for financial advice professionals

XY Adviser is a forward thinking community of passionate people, dedicated to seeing the financial advice profession live up to its potential. Our intent is to help advisers transform from frustrated advisers to modern advisers. This group is a place for advisers to seek, share and discuss valuable information concerning our industry. The aim is that by doing so, we can help shape the future of our profession and provide outstanding advice with amazing client outcomes.

In this article, Paul Turner, Head of Advisor Group, Australia and Vice President at Dimensional Fund Advisors, explores...
04/06/2026

In this article, Paul Turner, Head of Advisor Group, Australia and Vice President at Dimensional Fund Advisors, explores the trade-offs advisers face when balancing personalised portfolio construction with scalability, efficiency, and client experience. He examines the benefits and challenges of bespoke versus model portfolios, and highlights how thoughtful investment implementation can create better outcomes not just for clients, but for advisory teams and businesses as a whole

Read full article here: https://ensombl.com/articles/asset-allocation-its-a-trade-off/

To receive 0.25 Technical Competence CPD points for this article, complete the quiz here - https://quiz.ensombl.com/CPDC-26052900-21320001

Content assessed by CPDcheck. Go to provider.cpdcheck.com to assess any professional development.

02/06/2026

Engine Room Podcast #90 - Karam Singh

In this episode, Rocksy sits down with Karam Singh from EK Private Advisory. They discuss his journey from migrant paraplanner to global ultra‑high‑net‑worth adviser, cross‑border family office advice, adviser-led licensing, and how personal health crises, hard work, and trusted partnerships have shaped his vision for human‑centred, globally connected advice.

View full episode here - https://ensombl.com/podcasts/engine90/

Earn 1.00 CPD here: https://quiz.ensombl.com/CPDC-26060107-14110001

0.25 Client Care & Practice
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection
0.25 Tax (Financial) Advice

Content assessed by CPDcheck. Go to provider.cpdcheck.com to assess any professional development.


Tomorrow’s the day - All Licensee PD Day is almost here.We’re looking forward to welcoming industry peers both in person...
27/05/2026

Tomorrow’s the day - All Licensee PD Day is almost here.

We’re looking forward to welcoming industry peers both in person and online for a full day of insights and discussions

Valuable CPD opportunities that are designed to keep you informed, connected and supported in your professional growth.

If you haven’t registered yet, there’s still time to secure your place.

https://ensombl.com/alpd/

See you tomorrow.

26/05/2026

In this three-part series, host Peita Diamantidis presents Intergenerational Conversations, exploring how advisers can help families build, preserve, and transition wealth across generations. Through conversations with Gavin Lamb, Inbam Devadason, and Joe Stephan, the series examines the role of family dynamics, estate and succession planning, emotional coaching, and evolving advice practices in delivering truly intergenerational advice. From supporting business-owning families to engaging younger generations and leveraging new technologies, these episodes offer practical insights for advisers looking to create lasting value and stronger family relationships over time.

Brought to you by Generation Life

View full episode here - https://ensombl.com/series/ensombl-advice-australia-podcast/inco/

Earn 1.25 CPD here - https://quiz.ensombl.com/CPDC-26052600-21380001
0.50 Client Care & Practice
0.50 Technical Competence
0.25 Regulatory Compliance and Consumer Protection

Earn 1.0 CPD here - https://quiz.ensombl.com/CPDC-26052600-27350001
0.50 Client Care & Practice
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection

Earn 1.25 CPD here - https://quiz.ensombl.com/CPDC-26052600-33590001
0.50 Client Care & Practice
0.50 Technical Competence
0.25 Professionalism and Ethics

Content assessed by CPDcheck. Go to provider.cpdcheck.com to assess any professional development.

⏰ Just 2 Days to Go!Ensombl’s All Licensee PD Day is almost here, and we’re looking forward to a full day of ideas, insi...
26/05/2026

⏰ Just 2 Days to Go!

Ensombl’s All Licensee PD Day is almost here, and we’re looking forward to a full day of ideas, insights, and meaningful conversations with our community.


📅 Thursday, 28 May
🕗 First session starts at 8:00am sharp

If you haven’t registered yet, now’s the time to secure your spot and add the event to your calendar.

https://ensombl.com/alpd/

We can’t wait to see everyone there!



25/05/2026

Investment Podcast #38 - Compartmentalised Investing

As investors face longer retirements and more complex market conditions, Ben Nash (Pivot Wealth) and Dan Miles (Innova Asset Management) join the conversation to explore compartmentalised investing and modern risk management. They discuss why portfolios should be aligned to client behaviour, lifestyle goals, and long-term objectives - not just static asset allocations. With a focus on managing to defined risk thresholds, balancing longevity concerns, and improving client understanding through clearer portfolio structure, this episode offers advisers practical insights into building more resilient, client-centric investment strategies.

View full episode here - https://ensombl.com/podcasts/invest38/

Explore Innova Asset Management's behavioural investing approach at https://ensombl.com/go/20260526-2/

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26052501-15330001
0.25 Client Care & Practice
0.25 Professionalism and Ethics
0.25 Regulatory Compliance and Consumer Protection

Content assessed by CPDcheck. Go to provider.cpdcheck.com to assess any professional development.

📣 Earn CPD points across ethics, client care, compliance & more at the Ensombl All Licensee PD Day on 28 May 2026.Join a...
25/05/2026

📣 Earn CPD points across ethics, client care, compliance & more at the Ensombl All Licensee PD Day on 28 May 2026.

Join advisers from across the industry for a full day of practical discussions and CPD accredited sessions covering:

✔️ Professionalism & Ethics
✔️ Client Care & Practice
✔️ Regulatory Compliance & Consumer Protection
✔️ Technical Competence
✔️ Tax (Financial) Advice

Whether you join virtually or in person, the Ensombl ALPD Day is designed to deliver practical insights you can apply immediately with clients and within your business.



Register now for free. Link in bio.

25/05/2026

Engine Room Podcast #89 – Kane Leersen

This week, Andrew Rocks speaks with Kane Leersen from Regional Prosperity. They explore his journey from shearer’s son to regional financial advice leader, unpacking how he builds a values‑driven, community‑focused firm that invests heavily in people, technology, and long‑term legacy.

View full episode here - https://ensombl.com/podcasts/engine89/

Earn 1.25 CPD here - https://quiz.ensombl.com/CPDC-26052405-30060001
0.50 Client Care & Practice
0.50 Technical Competence
0.25 Professionalism and Ethics

Content assessed by CPDcheck. Go to provider.cpdcheck.com to assess any professional development.

In this article, Ashton Jones, Director, Customer Innovation at Insignia Financial Limited, explores why retirement advi...
21/05/2026

In this article, Ashton Jones, Director, Customer Innovation at Insignia Financial Limited, explores why retirement advice should begin with an income mindset long before clients stop working. He examines how reframing superannuation through a “super through retirement” philosophy can help advisers manage sequencing, longevity and emotional risks while building greater client confidence and more sustainable retirement outcomes.

Read full article here: https://ensombl.com/articles/super-through-retirement-why-small-reframes-can-transform-advice/

To receive 0.25 Technical Competence CPD points for this article, complete the quiz here - https://quiz.ensombl.com/CPDC-26051101-13270001

Content assessed by CPDcheck. Go to provider.cpdcheck.com to assess any professional development.

Intergenerational wealth transfer is evolving and for many advisers, the challenge is knowing how to implement effective...
19/05/2026

Intergenerational wealth transfer is evolving and for many advisers, the challenge is knowing how to implement effective strategies. 📈

Join Dr Katherine Hunt for exclusive Intergenerational Wealth sessions being held around the country.

The only way to access these sessions is by attending her panel at the upcoming Ensombl All Licensee PD Day and responding “yes”.✅

Secure your place now via the link in bio.

Don’t miss out! 📌📅

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