The Game of Fintech Finura

We welcome back the team from Tangelo. Known for their practical and no-nonsense approach to all things governance and compliance. A great episode for time-poor licensees and advisers trying to get their heads around a very confusing period facing our industry. 

The Finura team run through the 2022 scorecard and then jump into 2023's predictions. We cover all things wealth tech, including platform technology wars, a shrinking contestable IFA market, likely M&A for digital advice providers and Open AI. 

Rebecca Engel is Director of Financial Services for Microsoft Australia.    Rebecca shares her story on transitioning from the world of wealth management to tech, being a female leader in tech, and the lessons to be learned for those looking to make the same leap.   

Microsoft is ubiquitous in its productivity tools but increasingly looking to provide broader solutions to improve financial services, which has traditionally struggled with technology innovation.   Hosts: Danni LeGrande, Nicole Smith.

Selin and Conrad are two leading compliance specialists who advise some of the wealth industry's leading businesses on regulatory and business model transformation.   We talk about the regulation of financial services and the ever-changing role of technology.

With the upcoming Quality of Advice Review and changes to the Corporations Act there is plenty to unpack here and new avenues for technology to improve wealth management in Australia. 

Mel is the founder of the world's first online paraplanning marketplace. Connecting freelance paraplanners with their financial adviser clients. She is an entrepreneur with a clear vision of how to improve the delivery of services to the marketplace.   We go into lots of detail about her journey and the missed opportunity in technology for paraplanners.

Nicole Smith, Aron Satchell and Peter Worn from Finura discuss the 2022 Advice Tech predictions for Australia. 

The team also go through the 2021 wins/fails predictions and some lively debate on the more controversial themes as we see market forces reshaping fintech in the wealth management sector.