Global Portfolios Unleashed: Navigating Cross-Border Investment Trends in 2024

Host: Ashley S. Murphy, CFP® GFP Fellow

Ashley Murphy, CFP® GFP Fellow is a tri-citizen of the USA, Australia, and the UK. He is the Founder and Principal of Arete Wealth Strategists Australia, a fee-only financial planning and investment management firm for Australian/American expatriates in the United States and Australia. More Info

Upon settling upon his target market of Australian-American-British expatriates, Ashley grew his firm’s revenue almost 300% in 18 months. In pre-Covid times, Ashley would travel around the U.S. regularly to visit clients and would spend a month in Australia each year with his family to keep current on their financial planning issues, visit clients and attend conferences.​

From 2014 - 2017, Ashley taught in the CFP programs at UC Berkeley Extension and Golden Gate University. He was formerly a Knowledge Circle host for the International and Cross-Border Knowledge Circle with the Financial Planning Association (2017 - 2019) and is a regular conference speaker. He holds a Graduate Diploma in Financial Planning in Australia making him one of the only financial advisors educated in both advice markets. Ashley has been quoted in the Wall Street Journal, profiled in Financial Advisor Magazine, and has written several guest-blogs for Michael Kitces’s Nerd’s Eye View.Ashley presently lives with his wife Eliza, and daughters Elise & Jasmine in Brisbane, Australia. He enjoys cycling, reading, and world travel. He is a futurist with interests in architecture, renewable energy, and demographics.

Guest: Adam Herdel, CIMA®

Adam Herdel is an investment consultant within Vanguard's Portfolio Analytics and Consulting team. More Info

In this role, Adam focuses on helping investment allocators better understand their portfolios and delivering Vanguard's views on investment management and portfolio construction. He provides comprehensive feedback and analysis to financial professionals and investment committees to help address the portfolio construction challenges they encounter. Mr. Herdel has been with the team since August 2022, joining from Vanguard's Australian business, bringing with him 23 years of experience across various roles.

Before arriving in the U.S., Mr. Herdel had spent six years as a product analyst with Vanguard Australia's Portfolio Review Department focused on their range of fixed income funds. He also spent 13 years in the Financial Advisor Services™ team where his primary responsibilities were with the management of Vanguard Australia's research house relationships, assisting sales executives in the delivery of portfolio construction workshops and seeking representation in model portfolios constructed by research houses and large financial advice groups. Mr. Herdel holds a bachelor of business in economics and finance from the Royal Melbourne Institute of Technology, a graduate diploma in finance and investments from theFinancial Services Institute of Australia, and is a Certified Investment Management Analyst®.