The WealthTech Insider

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Discussing all things Wealth Tech. News and trends with great guests from all over the industry and the world.

  1. Live from the IRESS WealthTech Summit: Our Mid-Year Check-In on the Predictions Shaping Advice Tech

    4 SEPT.

    Live from the IRESS WealthTech Summit: Our Mid-Year Check-In on the Predictions Shaping Advice Tech

    In our first-ever live recording of The WealthTech Insider, Danni Le Grande and Peter Worn hit the stage at the IRESS WealthTech Summit to revisit — and ruthlessly score — the predictions we made for advice tech in 2025. Recorded in front of a room full of industry pros (and without the safety net of a mute button), we dive into what’s tracking, what’s tanking, and what’s surprised us most about the year so far. We cover: Why AdviceTech feels stuck in neutral — and whether adviser tech fatigue is real The slow but steady rise of platform monogamy Why industry super is scrambling to fix the member experience (and stop outsourcing accountability) What private equity really wants from advice firms (hint: it’s not just scale) AI everywhere — and the caution tape that should come with it Why some advice firms are overspending on enterprise tech they don’t need Plus: how podcasts and YouTube quietly became advice firms’ secret marketing weapon Expect candid takes, live banter, and some good old-fashioned “we called it” moments.

    39 min
  2. Taming the Wild West of AI: Otivo’s Safe Path to Digital Advice

    26 AOÛT

    Taming the Wild West of AI: Otivo’s Safe Path to Digital Advice

    In this episode, Peter Worn sits down with Paul Feeney, CEO & Co-Founder of Otivo, to thrash out one of the biggest debates in financial advice right now: Can AI deliver safe and useful guidance, or will ChatGPT-style tools create more risk than reward? We unpack the rise of consumer-led AI, the dangers of unfiltered “DIY advice,” and how Otivo is tackling the challenge head-on with an AI chat assistant built for real people, not experiments. If you care about the future of advice, compliance, and keeping technology on the rails, this conversation will give you a front-row seat to where the industry is heading. Chapters: Chapters 00:00 Introduction to AI in Financial Advice 02:23 Paul Feeney's Journey and Ativo's Genesis 04:39 The Evolution of Ativo and Its Mission 08:23 User Experience and Simplifying Financial Advice 11:24 The Role of AI in Financial Advice 14:07 Consumer Interaction with AI for Financial Guidance 17:43 The Future of AI in Personal Finance 20:52 Implementing AI in Financial Services 26:04 AI-Driven Compliance and Human Oversight 26:42 The Role of AI in Financial Advice 27:52 Personalised Financial Insights through AI 29:17 User Experience and Engagement in Financial Platforms 31:02 The Future of Financial Advice: AI and Human Interaction 32:42 Proactive Engagement with Superannuation Funds 34:59 The Importance of Personal Advice in Superannuation 36:53 Building Trust through Personalised Financial Advice 38:17 The Need for Digital Tools in Financial Advice 40:57 Accessibility and Inclusivity in Financial Services 42:46 The Future of Financial Advice: Digital First Solutions

    50 min

  3. 19 AOÛT

    Change Fatigue Is Real: Why Tech Adoption Starts with Your People

    We all love a shiny new system — but what happens after the demo? In this candid episode, Danni Le Grande is joined by Selin Ertac from Tangelo Advice Consulting to unpack the all-too-common disconnect between technology rollouts and the people expected to make them work. From war stories of disengaged teams and overcooked implementations, to practical strategies for meaningful, human-first change management — this is a must-listen for anyone tired of throwing good tech at bad processes. They dive into: Why change fatigue derails even the best software The underestimated power of clear processes and role definition The sneaky pitfalls of “just one more feature” thinking This one’s for the Ops Leads, Paraplanners, Practice Managers — and the Firm Leaders who want tech to stick. Danni Le Grande Selin Ertac Finura Group: https://finuragroup.com/

    26 min

  4. 5 AOÛT

    AI Reality Check: What Advice Tech Can Learn from Big Tech Missteps

    This week on The WealthTech Insider, Danni and Pete dive into the AI hype cycle — and why the gap between flashy announcements and real-world impact matters more than ever for advice firms and tech providers. Using Apple’s recent WWDC as a launchpad, they explore what happens when expectations soar and delivery stumbles — and what smaller players can learn from it. From voice assistants that still don’t listen, to CRMs that try too hard, it’s a candid conversation about usability, adoption, and the actual value of AI in advice. Plus, they unpack fresh insights from the latest Technology Health Check survey: What are firms really expecting from AI? Are they prepared for it? And is “just being useful” enough? In this episode: Why delivering less (but better) wins in advice tech What your firm’s AI readiness really looks like Why invisible, intuitive tools beat bold but baffling ones What advice firms should expect — and ask — from their software How to avoid building features no one asked for Whether you’re building tech or buying it, this one’s packed with practical insights, a few laughs, and a healthy dose of perspective. https://finuragroup.com/tech-health-check/ Peter Worn Danni Le Grande Finura Group

    22 min
  5. Why Brilliant Leaders Still Blow Up Tech Projects (and How to Avoid It)

    22 JUIL.

    Why Brilliant Leaders Still Blow Up Tech Projects (and How to Avoid It)

    Why do smart, successful business owners keep making tech decisions that come back to bite them? Danni and Pete unpack it all — from submarines driven by PlayStation controllers to advice firms stuck with expensive systems no one uses. In this episode: *The surprising parallels between the OceanGate tragedy and everyday tech decisions in advice practices *The true cost of chasing shiny tools — from wasted fees to worn-down teams *How small missteps — like skipping due diligence or underestimating change fatigue — quietly snowball into major headaches *And a few laughs along the way about F1 steering wheels, hot yoga, and why you might want to leave software picks to someone other than your mates. Whether you’re knee-deep in a new platform rollout or just wondering if your tech stack could use a rethink, this one’s packed with candid stories, fresh perspectives, and tips to help you steer clear of the avoidable disasters. https://finuragroup.com/tech-health-check/ Danni Le Grande Peter Worn Finura Group

    27 min
  6. Founders Story Part II: The Biggest Bet of Our Careers. Why We're Playing the 10-Year Game

    8 JUIL.

    Founders Story Part II: The Biggest Bet of Our Careers. Why We're Playing the 10-Year Game

    In Part II of our founder series, Peter Worn and Aron Satchell get brutally honest about building software in the wealth management space. They reveal the millions they're investing in their advice generation platform, why they deliberately avoid hiring salespeople, and their contrarian take on the AI revolution sweeping FinTech.What You'll Learn:The hidden costs of building compliant financial software (spoiler: it's way more than you think)Why most AI-powered advice tools are solving the wrong problemTheir unique approach to product-led growth without a sales teamThe technical reality behind "AI that writes SOAs in minutes"How they're planning for the post-DBFO advice landscapePerfect for: FinTech founders, wealth management professionals, anyone building B2B software in regulated industries, and those curious about the real challenges of startup life beyond the Silicon Valley hype.This isn't your typical "we raised $X million" startup story – it's an unfiltered look at building sustainable software businesses in complex, regulated markets.www.finuragroup.com www.advicedesigner.com

    42 min
  7. Founders Story Part 1: A Failed Buyout, Two Wives, and a Pandemic: How We Built Finura

    24 JUIN

    Founders Story Part 1: A Failed Buyout, Two Wives, and a Pandemic: How We Built Finura

    The unfiltered origin story of Finura co-founders Peter Worn and Aron Satchell. From meeting as strangers in a corporate turnaround to building two businesses during a pandemic, this is the real story behind their decade-long partnership, including the sacrifices, the near-misses, and the people who helped them along the way.

    37 min
  8. What Keeps Advice Firms Broke, Busy or Bored—and How to Fix It

    10 JUIN

    What Keeps Advice Firms Broke, Busy or Bored—and How to Fix It

    In this episode, Peter Worn speaks with Tony Stephens from Business Health about the challenges faced by small business owners in the financial advisory industry. They discuss the importance of practice management, the need for investment in technology, and the significance of client feedback. Tony shares insights on key metrics for success and offers advice on business planning for the upcoming financial year. The conversation concludes with optimistic predictions for the future of the industry, emphasising the potential for small businesses to thrive.Chapters00:00 Introduction to Business Health and Tony Stephens04:33 The Challenges of Small Business Owners09:01 Navigating Growth and Change11:37 Building Rapport with Business Owners14:29 Investment in Technology and Its Impact18:45 Client Feedback and Technology Integration22:45 Key Metrics for Business Success23:25 Understanding Revenue Per Client32:46 The Importance of Business Planning38:28 Optimism for the Future of the Industry Links: www.businesshealth.com www.finuragroup.com

    46 min
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À propos

Discussing all things Wealth Tech. News and trends with great guests from all over the industry and the world.

Informations

  • Création
    Finura Group
  • Années d’activité
    2022 - 2025
  • Épisodes
    46
  • Classification
    Contenu explicite
  • Copyright
    © Finura Group
  • Site web de l’émission
    The WealthTech Insider

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