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 — and ruthlessly score — the predictions we made for advice tech in 2025.

Recorded in front of a room full of industry pros (and without the safety net of a mute button), we dive into what’s tracking, what’s tanking, and what’s surprised us most about the year so far.

We cover:

• Why AdviceTech feels stuck in neutral — and whether adviser tech fatigue is real

• The slow but steady rise of platform monogamy

• Why industry super is scrambling to fix the member experience (and stop outsourcing accountability)

• What private equity really wants from advice firms (hint: it’s not just scale)

• AI everywhere — and the caution tape that should come with it

• Why some advice firms are overspending on enterprise tech they don’t need

• Plus: how podcasts and YouTube quietly became advice firms’ secret marketing weapon

Expect candid takes, live banter, and some good old-fashioned “we called it” moments.