The WealthTech Insider
Episodes
Why Is No One Naming Their AI Trevor? Trust, Gender and the Humanisation of Software
17 Feb 2026
Contributed by Lukas
In this episode of The WealthTech Insider, Danni Le Grande and Peter Worn unpack a deceptively simple question that opens a much bigger conversation: ...
Australia's Financial Literacy Crisis - Marcus Field - IRESS
10 Feb 2026
Contributed by Lukas
Most Australians have critically low financial literacy, yet the advice industry is sitting on a golden opportunity to change that—and unlock billio...
The 2026 WealthTech Predictions Podcast
03 Feb 2026
Contributed by Lukas
In this special episode of The WealthTech Insider, Danni Le Grande and Peter Worn unpack Finura’s official 2026 WealthTech Predictions and discuss w...
What Tech Change Actually Looks Like in a Financial Advice Firm
27 Jan 2026
Contributed by Lukas
What does a successful Tech Transformation actually look like inside a growing Advice firm?In this episode of The WealthTech Insider, Danni Le Grande ...
Innovation with a Seatbelt: How Corey Wastle is driving Verse Wealth to use technology in building the ultimate client experience.
13 Jan 2026
Contributed by Lukas
Featuring a new Finura Partner: Verse WealthWhat happens when you throw out the traditional financial advice playbook — but keep the discipline, com...
Back for 2026: A Quick Catch-Up Before We Get Started
13 Jan 2026
Contributed by Lukas
A short, informal welcome back to 2026. Danni and Pete catch up after the break and run through what’s coming up on The WealthTech Insider this year...
Australia's Financial Literacy Crisis - Marcus Field - IRESS
06 Jan 2026
Contributed by Lukas
Most Australians have critically low financial literacy, yet the advice industry is sitting on a golden opportunity to change that—and unlock billio...
Australia's Financial Literacy Crisis - Marcus Field - IRESS
06 Jan 2026
Contributed by Lukas
Most Australians have critically low financial literacy, yet the advice industry is sitting on a golden opportunity to change that—and unlock billio...
The 2025 Wrap: Why We’re Choosing "Boring" AI & The Reality of Tech Monogamy
18 Dec 2025
Contributed by Lukas
In this final episode for 2025, Danni and Pete cut through the noise to review the trends that actually mattered. We look back at our 2025 Predictions...
The Harvey Effect: Hype, Valuations and What Advice Firms Should Really Do Next
03 Dec 2025
Contributed by Lukas
Harvey AI has gone from newborn startup to an $8 billion juggernaut in just 31 months. But behind the headlines sit harder questions: opaque pricing, ...
Finura’s Next Chapter: Building an enduring software and services company
19 Nov 2025
Contributed by Lukas
In this special announcement episode, Danni and Pete sit down to talk about the next stage of Finura's growth plans. Finura is formally separating...
The FOMO Economy: When AI Valuations Run Faster Than Reality
10 Nov 2025
Contributed by Lukas
Pete and Danni unpack the wild rise of Harvey.AI — thelegal-tech darling that raised US $865 million in just 31 months and hit a US $5 billion valua...
No Tech Can Fix a Bad Culture - Matt Vandermeer - Leading Teams
21 Oct 2025
Contributed by Lukas
In this episode, Peter Worn sits down with Matthew Vandermeer from Leading Teams to unpack what makes teams—and leaders—great. The conversation ex...
Anatomy of a Tech Disaster
30 Sep 2025
Contributed by Lukas
Recorded Live from the Netwealth Accelerate Summit. Pete & Danni spend time with Sophie Firminger from Netwealth unpacking a real life cast study ...
3 Quarter Time - 2025 Wealth Tech Prediction Scorecard
23 Sep 2025
Contributed by Lukas
Danni Le Grande and Peter Worn put their 2025 predictions under the microscope. From adviser numbers and platform monogamy to AI agents and YouTube ma...
Live Presentation: Peter Worn on the AI Hype Cycle Sweeping Financial Services
16 Sep 2025
Contributed by Lukas
Come behind the scenes and listen to one of Peter's live presentations, including some controversial audience Q&A. It's unfiltered, unedited. Chap...
Live from the IRESS WealthTech Summit: Our Mid-Year Check-In on the Predictions Shaping Advice Tech
04 Sep 2025
Contributed by Lukas
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 —...
Taming the Wild West of AI: Otivo’s Safe Path to Digital Advice
26 Aug 2025
Contributed by Lukas
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 ri...
Change Fatigue Is Real: Why Tech Adoption Starts with Your People
19 Aug 2025
Contributed by Lukas
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 Advi...
AI Reality Check: What Advice Tech Can Learn from Big Tech Missteps
05 Aug 2025
Contributed by Lukas
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...
Why Brilliant Leaders Still Blow Up Tech Projects (and How to Avoid It)
22 Jul 2025
Contributed by Lukas
Why do smart, successful business owners keep making tech decisions that come back to bite them? Danni and Pete unpack it all — from submarines driv...
Founders Story Part II: The Biggest Bet of Our Careers. Why We're Playing the 10-Year Game
08 Jul 2025
Contributed by Lukas
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...
Founders Story Part 1: A Failed Buyout, Two Wives, and a Pandemic: How We Built Finura
24 Jun 2025
Contributed by Lukas
The unfiltered origin story of Finura co-founders Peter Worn and Aron Satchell. From meeting as strangers in a corporate turnaround to building two bu...
What Keeps Advice Firms Broke, Busy or Bored—and How to Fix It
10 Jun 2025
Contributed by Lukas
In this episode, Peter Worn speaks with Tony Stephens from Business Health about the challenges faced by small business owners in the financial adviso...
From Chaos to Clarity: Inside the Revenue Game of High Performing Advice Firms
27 May 2025
Contributed by Lukas
In this episode of The WealthTech Insider, Danni Le Grande, Head of IFA Consulting at Finura Group, sits down with Simon Betchley, Head of Institution...
Dear Advice Firms: Your Clients Are Watching (So Post Something!)
13 May 2025
Contributed by Lukas
In this episode of The WealthTech Insider, host Danni Le Grande is joined by Nicole Smith, founder of Socialisd, to unpack what modern marketing reall...
The Finura Girls Take Over: The Hidden Power of Back & Middle Office Teams
29 Apr 2025
Contributed by Lukas
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...
Death by PowerPoint: Why it's Time to Ditch the Deck
15 Apr 2025
Contributed by Lukas
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 c...
The AI Dilemma: Adapt, Start Fresh, or Get Left Behind?
01 Apr 2025
Contributed by Lukas
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 compani...
Beyond Automation: Mastering Process & Governance in Wealth Management (Part 2)
18 Mar 2025
Contributed by Lukas
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 Tan...
From Stagnation to Scale: Mastering Growth in Financial Advice Businesses
04 Mar 2025
Contributed by Lukas
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 challenge...
The AI Value Trap: Innovation Without Profit?
25 Feb 2025
Contributed by Lukas
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 t...
Tech-Driven Compliance: Role Clarity & Policies in Wealth Management (Part 1)
19 Feb 2025
Contributed by Lukas
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, p...
2025 Wealth Tech Predictions
23 Jan 2025
Contributed by Lukas
In this episode of WealthTech Insider, hosts Danni Le Grande and Peter Worn discuss their predictions for the financial services and WealthTech landsc...
2024 in Review: How Our WealthTech Predictions Stacked Up
18 Jan 2025
Contributed by Lukas
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 W...
Tech Health Check Insights (Part 2): Enhancing Efficiency and Communication
22 Nov 2024
Contributed by Lukas
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 pivo...
Tech Health Check Insights (Part 1): Rethinking Client Security and Engagement
31 Oct 2024
Contributed by Lukas
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 A...
Wealth Tech News: Big Acquisitions, Digital Advice, and the Future of Platforms
27 Sep 2024
Contributed by Lukas
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 t...
Harnessing AI in WealthTech: Innovations, Ethics, and Future Opportunities
13 Sep 2024
Contributed by Lukas
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 ...
Maximising Efficiency with Microsoft CoPilot
11 Jul 2024
Contributed by Lukas
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...
AI in Financial Planning: Ethical Insights with The Wealth Tech Insider
28 May 2024
Contributed by Lukas
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 ...
Money Pit or Game Changer: How Tech Decisions Impact Business Valuations
07 May 2024
Contributed by Lukas
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. ...
Allied Wealth's Strategic Tech Overhaul and Its Impact
27 Mar 2024
Contributed by Lukas
In this episode of The WealthTech Insider, join host Danni Le Grande as she delves into the world of technology transformation with Greg Barter, Direc...
Finura's WealthTech Predictions - Part 2/2: 2024 Predictions
07 Feb 2024
Contributed by Lukas
In this second part of their series, Danni and Pete explore their predicted technology trends shaping the WealthTech industry in 2024. After a success...
Finura's WealthTech Predictions - Part 1/2: 2023 Review Scorecard
31 Jan 2024
Contributed by Lukas
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...
Paraplanner Deep Dive: Unveiling Key Survey Findings from the Paraplanner Survey 2023
29 Nov 2023
Contributed by Lukas
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 ...
Navigating AI: Opportunities and Precautions for Financial Advice Businesses
20 Nov 2023
Contributed by Lukas
In this episode of The WealthTech Insider, Pete and Danni delve into the transformative world of Artificial Intelligence and its burgeoning impact on ...
In the News: Unpacking the Latest Mergers & Acquisitions in Financial Services
16 Nov 2023
Contributed by Lukas
In this episode of 'The WealthTech Insider,' Danni and Pete dive deep into the most recent and impactful mergers and acquisitions reshaping th...
The AI Hype Cycle Extends to WealthTech
12 Oct 2023
Contributed by Lukas
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 Hig...
Unpacking Adviser and Advice Technology Insights with Investment Trends
10 Oct 2023
Contributed by Lukas
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 th...
Quick Take: Platform Marketshare - haves & have nots?
04 Oct 2023
Contributed by Lukas
Peter Worn dissects some recent updates from Investment Platforms ASX announcements.
Tech Q&A with Praemium: Why Microsoft Co-Pilot will be biggest change to financial advice firms since cloud computing, and much more!
25 Sep 2023
Contributed by Lukas
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 ...
Wealth Tech Wrecks and the Platform Technology Arms Race
13 Sep 2023
Contributed by Lukas
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...
Quick Tips: Navigating Integrations in Advice Tech
22 Aug 2023
Contributed by Lukas
Dive into the intricate world of fintech integrations in this quick tips episode with Danni & Dipal. From breaking down integration jargon to unma...
Q1 Wealth Tech Wrap Up, Predictions, Start Ups, Digital Advice, QAR Noise and more..
05 Apr 2023
Contributed by Lukas
Danni and Peter do a run-through of how the Finura 2023 predictions are playing out. We discuss the volatile world ahead for wealth tech start-ups. Ho...
Investment Trends - Unpacking the state of play for Advice Tech & Platforms.
24 Mar 2023
Contributed by Lukas
We welcome Paul and Irene from Investment Trends who are breaking down the key outtakes from our joint Advice Technology Benchmarking research. To spe...
QAR - Everything you need to know in 30 minutes
10 Mar 2023
Contributed by Lukas
We welcome back the team from Tangelo. Known for their practical and no-nonsense approach to all things governance and compliance. A great episode for...
Finura Group - 2023 Wealth Technology Predictions Show
14 Feb 2023
Contributed by Lukas
The Finura team run through the 2022 scorecard and then jump into 2023's predictions. We cover all things wealth tech, including platform technology w...
Rebecca Engel, Microsoft - How a female leader in Financial Services transitioned to Tech.
08 Jun 2022
Contributed by Lukas
Rebecca Engel is Director of Financial Services for Microsoft Australia. Rebecca shares her story on transitioning from the world of...
Selin Ertac & Conrad Travers, Tangelo - The Quality of Advice Review and role of Technology.
11 Apr 2022
Contributed by Lukas
Selin and Conrad are two leading compliance specialists who advise some of the wealth industry's leading businesses on regulatory and business model t...
Mel Drago - Founder of Paraplanning Marketplace, Tanngo
02 Mar 2022
Contributed by Lukas
Mel is the founder of the world's first online paraplanning marketplace. Connecting freelance paraplanners with their financial adviser clients. She i...
2022 Advice Tech Predictions
17 Feb 2022
Contributed by Lukas
Nicole Smith, Aron Satchell and Peter Worn from Finura discuss the 2022 Advice Tech predictions for Australia. The team also go through the 2021...