Finura Group

The WealthTech Insider

Technology EN ↓ 58 episodes

Discussing all things Wealth Tech. News and trends with great guests from all over the industry and the world. Keen to submit a question to our hosts? https://zfrmz.com.au/jQwb2EGV0Rv6HSWcDrFG

Author

Finura Group

Episodes

Finura's WealthTech Predictions - Part 1/2: 2023 Review Scorecard 31.01.2024 24:11

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 o...

Navigating AI: Opportunities and Precautions for Financial Advice Businesses 20.11.2023 27:55

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...

In the News: Unpacking the Latest Mergers & Acquisitions in Financial Services 16.11.2023 30:06

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 involvin...

The AI Hype Cycle Extends to WealthTech 12.10.2023 30:04

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...

Unpacking Adviser and Advice Technology Insights with Investment Trends 10.10.2023 23:41

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...

Quick Take: Platform Marketshare - haves & have nots? 04.10.2023 3:39

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

Wealth Tech Wrecks and the Platform Technology Arms Race 13.09.2023 42:46

Danni Le Grande and Peter Worn from Finura discuss a very hectic time for the Wealth Tech sector. They discuss the factors contributing to the demise of Creativemass and Advice Intelligence and their acquisition by GBST. The platform technology arms race intensified following Hub24's acquisition of MyProsperity. Some back-to-basics advice from the team for wealth managers considering their tec...

Selin Ertac & Conrad Travers, Tangelo - The Quality of Advice Review and role of Technology. 11.04.2022 49:42

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...