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, and the growing importance of podcasts and YouTube in advisor marketing. The conversation culminates in a discussion about the transformative potential of AI agents in the industry.

Chapters

00:00 2025 Predictions Overview

01:35 Change Management Challenges in WealthTech

03:32 Advice Tech's Margin Squeeze

06:44 The Shift to Platform Monogamy

12:45 Industry Super Funds and In-House Tech

17:29 Private Equity's Impact on Advice Tech

24:18 The Technology Gap in Financial Advisory

30:26 AI Services: The Future of Financial Technology

41:18 The Rise of Podcasts and YouTube in Marketing

44:42 Transformative AI Agents in Business