28 February 2024
Whether your tribe is financial advisors or Swifties, acceptance by the tribe takes authenticity and…
Danni Visser Chief Commercial OfficerEnsombl
4 July 2022
As an adviser-first company, our purpose is to ‘drive the positive evolution of financial advice’. To achieve this, we launched a standalone platform for…
27 June 2022
Don Draper and his Mad Men peers were fans of the Market Research Survey. While the tv show was based in the 1960s -1970s, market research surveys were still…
6 June 2022
At XY we are an adviser-first company. Our goal is to continuously improve the value we provide to the advice community. Last Friday we held our first ever All…
23 May 2022
One of the core values we have at XY is reducing the 10,000 hours to mastery rule. This has allowed us to play a role in the rising tide of financial planning…
16 May 2022
The simple truth of adviser marketing is this – if you don’t use financial planners in your content, there is a low chance it will resonate. Marketing…
9 May 2022
Emily and her team spend their days speaking with financial advisers. On the corporate side of XY, we’re focused on meeting with institutional clients. And…
2 May 2022
Financial services are the world’s largest industry. Estimates put the sector at around a quarter of world’s wealth. As such, the level of investment…
27 March 2022
XY Adviser is growing fast. Really fast. Launching a stand alone platform to compete with Facebook and Linkedin was always going to be a huge risk. But with…
20 March 2022
Financial product providers are spending more on digitally scalable content than ever before. The question is – why? Executives and board members are…