In this first instalment of a special three-part series on The WealthTech Insider, host Danni Le Grande is joined by Simon Betchley, Senior Industry Advisor at Finura Group. Together, they dive into the key findings from Finura's Technology Health Check, which surveys financial advice businesses on their tech practices. In Part 1, Danni and Simon focus on the ongoing risks of emailing sensitive client documents and the growing need for secure alternatives like client portals. They discuss practical steps for improving cybersecurity, boosting client engagement, and managing internal communicati ..read more

In this episode of The Wealth Tech Insider, host Danni Le Grande and resident guest Peter Worn explore the latest headlines in the Wealth Management technology space. They dive into Netwealth’s full acquisition of Xeppo, the launch of IRESS and Hostplus’ SuperSmart digital advice platform, and the impact of leadership changes at global wealth giant FNZ. The duo also breaks down recent Australian platform growth, with Hub24, Netwealth, and Praemium showing impressive results. Listen in as they discuss how legacy platforms are adapting to new challenges, the role of data aggregation, and their b ..read more

In this episode of The WealthTech Insider, host Danni Le Grande sits down with Peter Worn from Finura Group to dive deep into the transformative role of AI in the financial industry. Together, they explore the latest advancements in AI tools, from CRM innovations to AI-driven chatbots, and how these technologies are streamlining operations and enhancing client interactions. Tune in to discover how AI is shaping the future of WealthTech, and learn about the ethical considerations and strategic implementations every business should be aware of as they navigate this evolving landscape ..read more

Welcome to another episode of The Wealth Tech Insider where host, Danni Le Grande is joined by Finura Senior Consultant Dipal Khatri, for a Quick Tips session focused on leveraging AI, specifically Microsoft’s CoPilot, in the Financial Advice Industry. In this episode, we delve into how CoPilot is supporting productivity in Financial Advice Businesses. From drafting and summarising emails to improving meeting preparation, File Notes and content creation, CoPilot is integrated into the Microsoft products we use every day—Word, Excel, PowerPoint, Outlook, and Teams. We give some practical ways F ..read more

Welcome to another episode of The Wealth Tech Insider. In this episode, Danni is joined by Selin Ertac from Tangelo Advice Consulting and Fraser Jack from The Cyber Collective to discuss the newly developed AI Usage Policy. This comprehensive guide is designed to help financial advice businesses harness AI tools responsibly and ethically. Join us as we delve into the importance of ethical AI, data privacy, and the balance between AI and human judgment. Discover the potential risks, challenges, and immense benefits AI brings to financial services. Learn about best practices for using AI tools a ..read more

In this episode, Danni Le Grande is joined by Peter Worn, Joint Managing Director at Finura Group, fresh off a speaking tour with The Inside Network. Together, they break down Peter's presentation, "Better Technology Decisions," and discuss how tech investments can drive business growth, align with strategic goals, and ultimately boost your valuation beyond standard industry practices. They also explore the powerful visuals that reveal the nuances of scaling and valuation, like the "J-curve," "valley of death," and the "U-curve," providing actionable insights into simplifying tech stacks, clie ..read more

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

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