In this episode of The WealthTech Insider, join host Danni Le Grande as she delves into the world of technology transformation with Greg Barter, Director and Principal of Allied Wealth. Discover the story of Allied Wealth's strategic decision to revamp its technology infrastructure to better support its growing business. From the initial hurdles that prompted the need for change, to the planning, selection process, and stakeholder engagement, Greg and Danni explore every facet of this transformative journey. Listeners will get an insider’s look at the challenges faced during implementation, th ..read more

In this second part of their series, Danni and Pete explore their predicted technology trends shaping the WealthTech industry in 2024. After a successful recap of their 2023 predictions, they now turn their focus to the upcoming year, analysing how evolving tech intersects with adviser needs and licensee demands.  Listen out for the Bonus Prediction on Industry M&A and Private Equity Firms taking a stake in previously ASX listed companies. Take our Technology Health Check here: https://finuragroup.com/tech-health-check ..read more

Join Peter and Danni as they dive into a comprehensive review of Finura's 2023 WealthTech Predictions in this engaging two-part episode. In Part 1, they assess how their forecasts on startup challenges, Client Portal adoption, trends in Digital Advice, Platform Technology competition, the evolving landscape of Foreign Tech Firms, and AI in Financial Services fared over the year. This episode offers a concise overview of the key developments in 2023 and their implications in WealthTech. Stay tuned for Part 2 where the team will delve into their 2024 Predictions, offering fresh insights and fore ..read more

Welcome to The Wealth Tech Insider, where we delve into the latest trends and insights from the world of wealth technology. In this episode, join our host Danni Le Grande as she welcomes Mel Drago from Tanngo, a leader in connecting Australian financial planners with top-notch freelance support. We take an exclusive look at the compelling findings from the recent Paraplanner Survey 2023, a treasure trove of data that reveals the heartbeat of the paraplanning community. In our deep dive, we'll dissect key aspects of the survey, from the impact of the Quality of Advice Review (QAR) to the intric ..read more

In this episode of The WealthTech Insider, Pete and Danni delve into the transformative world of Artificial Intelligence and its burgeoning impact on financial advice. We explore how AI technologies may contribute to the way we deliver Advice and streamline operations. However, with great power comes great responsibility. This episode doesn't shy away from the complexities and challenges that AI integration presents. We examine critical aspects such as making sure your foundational Tech Stack should be your priority right now, maintaining client privacy, adhering to evolving regulatory framewo ..read more

In this episode of 'The WealthTech Insider,' Danni and Pete dive deep into the most recent and impactful mergers and acquisitions reshaping the landscape of wealth management. Join us as we dissect the strategic acquisition of Diverger Limited by Count Limited, a move poised to redefine the integrated accounting and wealth services in Australia. We also explore the tripartite deal involving Fortnum Private Wealth, AZ NGA-owned Nestworth Financial Strategists, and Australian Unity, highlighting its potential to expand financial advice accessibility. Our discussion doesn't stop there. We take a ..read more

Peter Worn and Danni LeGrande guide you through the treacherous waters of the AI hype cycle and how it will impact your Wealth Business. ? Key Highlights: Understanding the AI Hype Cycle: Is it really the next frontier in wealth tech? Regulatory speed bumps: What's holding AI back? AI Ethics: A candid discussion on the moral maze we can't afford to overlook. AI is a feature, not a product. It will change how you use software forever. ? Whether you're a tech enthusiast, a financial planner, or just intrigued by the ethical nuances of AI, this episode offers invaluable insights ..read more

Dive into the world of Advice Tech with Danni Le Grande and special guest, Paul McGivern from Investment Trends. In this episode, we deep-dive into the crucial findings of the 2022 Adviser and Advice Technology Report. From end-to-end tech providers to specialised application solutions and emerging digital advice avenues, we've got it all covered. Discover the current tech capabilities, recent advancements, and what the future might hold. Whether you're an adviser aiming to sharpen your toolset or a tech provider seeking insights into industry benchmarks, this episode offers interesting insigh ..read more

Peter Worn dissects some recent updates from Investment Platforms ASX announcements ..read more

Finura's Peter Worn recently spoke with Matt van Dijk on the Praemium Advice Leaders Podcast. They covered a lot of ground. This Q&A focused on responsible AI experimentation, due diligence on technology solutions and why software users have never been less happy. Why getting in summer interns who are all over AI might be a great thing to do this year ..read more