EP 26: Adviser Tech Strategies Part 1: Rethinking Client Security and Engagement
EP 26: Adviser Tech Strategies Part 1: Rethinking Client Security and Engagement 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 Advisor at Finura Group. Together, they dive into the key findings from Finura’s Technology Health Check, which surveys financial advice […]
EP 25: Wealth Tech News: Big Acquisitions, Digital Advice, and the Future of Platforms
Danni Le Grande and Peter Worn dive into Netwealth’s full acquisition of Xeppo, the launch of IRESS and Hostplus’ SuperSmart digital advice platform, and the impact of leadership changes at global wealth giant FNZ.
EP 24: Harnessing AI in WealthTech: Innovations, Ethics, and Future Opportunities
EP 24: Harnessing AI in WealthTech: Innovations, Ethics, and Future Opportunities 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 of AI in the financial industry. Together, they explore the latest advancements in AI tools, from CRM innovations […]
EP 23: Maximising Efficiency with Microsoft CoPilot
EP 23: Maximising Efficiency with Microsoft CoPilot 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 session focused on leveraging AI, specifically Microsoft’s CoPilot, in the Financial Advice Industry. In this episode, we delve into how CoPilot is […]
EP 22: AI in Financial Planning: Ethical Insights with The Wealth Tech Insider
EP 22: AI in Financial Planning: Ethical Insights with The Wealth Tech Insider 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 from The Cyber Collective to discuss the newly developed AI Usage Policy. This comprehensive guide is […]
Do we really need more advice tech?
Despite the dominant role that IRESS has played in the advice tech ecosystem for over a decade, advisers, licensees & IFAs are forever bombarded by a growing range of fintech offerings claiming to solve various pain points in financial advice.
Finura launches to the Australian market
Following the departure from Enzumo, Peter Worn and Aron Satchell have announced an expansion of Finura Group’s reach into technology consulting and launched an independent wealth technology advisory arm.