The WealthTech Insider

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 on responsible AI experimentation, due diligence on technology solutions and why software users have never been less happy.

Why getting in summer interns who are all over AI might be a great thing to do this year.

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 technology options.

AI vapourware predictions for the remainder of 2023.

Dive into the intricate world of fintech integrations in this quick tips episode with Danni & Dipal. From breaking down integration jargon to unmasking how they work, we offer quick and digestible insights for the tech-savvy and novices alike. If you've ever found yourself puzzled by the complexities of integrating multiple fintech tools, this is your guide to navigating the integration landscape. Enjoy!

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. How digital advice is the obvious solution that nobody seems to implement.

Unpacking the QAR noise and the dangers of focusing on the SoA at the expense of more obvious pain points.

We welcome Paul and Irene from Investment Trends who are breaking down the key outtakes from our joint Advice Technology Benchmarking research. To speak with Investment Trends about their research please contact them at www.investmenttrends.com/contact or [email protected]

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 time-poor licensees and advisers trying to get their heads around a very confusing period facing our industry. 

The Finura team run through the 2022 scorecard and then jump into 2023's predictions. We cover all things wealth tech, including platform technology wars, a shrinking contestable IFA market, likely M&A for digital advice providers and Open AI. 

Rebecca Engel is Director of Financial Services for Microsoft Australia.    Rebecca shares her story on transitioning from the world of wealth management to tech, being a female leader in tech, and the lessons to be learned for those looking to make the same leap.   

Microsoft is ubiquitous in its productivity tools but increasingly looking to provide broader solutions to improve financial services, which has traditionally struggled with technology innovation.   Hosts: Danni LeGrande, Nicole Smith.

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 technology to improve wealth management in Australia. 

Mel is the founder of the world's first online paraplanning marketplace. Connecting freelance paraplanners with their financial adviser clients. She is an entrepreneur with a clear vision of how to improve the delivery of services to the marketplace.   We go into lots of detail about her journey and the missed opportunity in technology for paraplanners.