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EP 34: The AI Dilemma: Adapt, Start Fresh, or Get Left Behind?

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 companies try to integrate AI into their existing businesses, or would they be better off starting fresh? With a staggering failure rate for digital transformation projects, companies face an uphill battle […]

EP 33: Beyond Automation: Mastering Process & Governance in Wealth Management (Part 2)

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 Tangelo’s next two critical pillars: Process and governance. While WealthTech plays a crucial role in driving efficiency, today’s discussion focuses on why technology alone isn’t the solution—and how businesses […]

EP 32: From Stagnation to Scale: Mastering Growth in Financial Advice Businesses

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 challenges and strategies financial advisory firms must embrace to unlock scalable growth. They dive into why many Advisers have lost focus on sales and marketing, the importance of a structured growth […]

EP 31: The AI Value Trap: Innovation Without Profit?

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 the concept of the ‘Value Trap’—where AI has the power to revolutionise industries but may struggle to generate sustainable profits. From investment risks and industry adoption to the future […]

EP 30: Tech-Driven Compliance: Role Clarity & Policies in Wealth Management (Part 1)

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, policy, and technology in ensuring effective compliance within wealth management. They dive into the importance of role clarity, the challenges of resistance to change, and how technology can streamline compliance processes. […]

EP 29: 2025 Wealth Tech Predictions

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 […]

EP 28: 2024 in Review: How Our WealthTech Predictions Stacked Up

EP 28: 2024 in Review: How Our WealthTech Predictions Stacked Up 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 WealthTech, the challenges of technology adoption, and the evolving landscape of digital advice. They explore the concept of AI […]

EP 27: Tech Health Check Insights (Part 2): Enhancing Efficiency and Communication

EP 27: Tech Health Check Insights (Part 2): Enhancing Efficiency and Communication 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 pivotal themes of streamlining the advice process and improving client communication. We explore:– The common bottlenecks in […]

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 […]

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