The WealthTech Insider

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 cha...

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...

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 stil...

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 — fro...

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 s...

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.

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 f...

In this episode of The WealthTech Insider, Danni Le Grande, Head of IFA Consulting at Finura Group, sits down with Simon Betchley, Head of Institutional Consulting, to unpack the wild and often underestimated beast that is revenue management in financial advice businesses. Revenue in advice firms is messy—really messy. Payments flow in from hundreds of different product providers, each using their...

It’s a special episode of The WealthTech Insider as the Finura girls take over the podcast for the very first time! Join host Danni Le Grande as she’s joined by powerhouse colleagues Helena Klokova and Dipal Khatri to dive into the often-overlooked heroes of financial advice firms—the back and middle office teams. From navigating tech frustrations to uncovering inefficiencies, we discuss real chal...

In this episode of The WealthTech Insider, host Danni Le Grande sits down with Peter Worn, Joint Managing Director at Finura Group, to challenge the conventional reliance on PowerPoint presentations in the corporate world. They explore how PowerPoint, while a useful tool, can often become a productivity drain and stifle genuine conversation. Drawing from personal experiences and industry insights,...

In this episode of The WealthTech Insider , Danni Le Grande and Peter Worn dive into one of the biggest challenges in AI adoption: Should large companies try to integrate AI into their existing businesses, or would they be better off starting fresh? With a staggering failure rate for digital transformation projects, companies face an uphill battle retrofitting AI into old systems. Peter breaks dow...

In this second part of our deep dive into compliance, host Danni Le Grande is joined again by Selin Ertac from Tangelo Advice Consulting to tackle Tangelo's next two critical pillars: Process and governance. While WealthTech plays a crucial role in driving efficiency, today’s discussion focuses on why technology alone isn’t the solution—and how businesses must first get their processes and governa...

In this episode of The WealthTech Insider , host Danni Le Grande sits down with Mark Zaglas, CEO of Encore Advisory Group, to explore the key challenges and strategies financial advisory firms must embrace to unlock scalable growth. They dive into why many Advisers have lost focus on sales and marketing, the importance of a structured growth strategy, and how technology can be leveraged to enhance...

In this episode of The WealthTech Insider, host Danni Le Grande and Peter Worn dive into the evolving role of AI in financial services. They explore the concept of the ‘Value Trap’—where AI has the power to revolutionise industries but may struggle to generate sustainable profits. From investment risks and industry adoption to the future of AI as a financial utility, Danni and Peter unpack the rea...

In this episode of The WealthTech Insider , host Danni Le Grande sits down with compliance expert Selin Ertac to explore the critical role of people, policy, and technology in ensuring effective compliance within wealth management. They dive into the importance of role clarity, the challenges of resistance to change, and how technology can streamline compliance processes. From crafting meaningful...

In this episode of WealthTech Insider, hosts Danni Le Grande and Peter Worn discuss their predictions for the financial services and WealthTech landscape in 2025. They explore key themes such as the challenges faced by advice tech, the shift towards platform monogamy, the insourcing of technology by industry super funds, the impact of private equity on wealth management, the rise of AI services, a...

In this episode of WealthTech Insider, hosts Danni Le Grande and Peter Worn reflect on their predictions for 2024, discussing the emergence of AI in WealthTech, the challenges of technology adoption, and the evolving landscape of digital advice. They explore the concept of AI washing, the overpromising nature of AI tools, and the need for tech providers to regain control over their product distrib...

In this episode of The WealthTech Insider, Danni Le Grande and Simon Betchley dive into part two of our Tech Health Check series, focusing on the pivotal themes of streamlining the advice process and improving client communication. We explore:- The common bottlenecks in advice implementation and how to address them.- Practical ways to use technology to boost efficiency and client satisfaction.- Th...

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 cl...

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 p...

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...

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 impro...

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...

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 practice...

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 tak...