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Podcast: What the Quality of Advice Review means for Advice and Technology

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PODCAST EPISODE

Podcast: What the Quality of Advice Review means for Advice and Technology

Podcast: What the Quality of Advice Review means for Advice and Technology

11 April, 2022

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.

Hosts: Nicole Smith and Peter Worn

Links:

  • Tangelo Consulting
  • Quality of Advice Review

We're all about improving the value of advice by helping advisers create better businesses.

Other podcast episodes

Podcast: What the Quality of Advice Review means for Advice and Technology

By Finura Team | April 11, 2022

PODCAST EPISODE Podcast: What the Quality of Advice Review means for Advice and Technology 11 April, 2022 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 […]

Read More

Podcast: Mel Drago – Founder of Paraplanning Marketplace, Tanngo.

By Finura Team | March 2, 2022

PODCAST EPISODE Podcast: Mel Drago – Founder of Paraplanning Marketplace, Tanngo. 2 March, 2022 Mel Drago is the founder of the world’s first online paraplanning marketplace, Tanngo. 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 […]

Read More

Podcast: 2022 Advice Tech Predictions

By Finura Team | February 17, 2022

PODCAST EPISODE Podcast: 2022 Advice Tech Predictions 17 February, 2022 Nicole Smith, Aron Satchell and Peter Worn from Finura Group discuss the 2022 Advice Tech predictions for Australia. The team also go through the 2021 wins/fails predictions and some lively debate on the more controversial themes as we see market forces reshaping fintech in the […]

Read More

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2022 Finura Group © All rights reserved. | Privacy | Built by the Socialisd team.

Podcast: Mel Drago – Founder of Paraplanning Marketplace, Tanngo.

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PODCAST EPISODE

Podcast: Mel Drago - Founder of Paraplanning Marketplace, Tanngo.

PODCAST EPISODE COVER The Founder of Tanngo

2 March, 2022

Mel Drago is the founder of the world's first online paraplanning marketplace, Tanngo.

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.

Host: Peter Worn

Links:

  • Tanngo

We're all about improving the value of advice by helping advisers create better businesses.

Other podcast episodes

Podcast: What the Quality of Advice Review means for Advice and Technology

By Finura Team | April 11, 2022

PODCAST EPISODE Podcast: What the Quality of Advice Review means for Advice and Technology 11 April, 2022 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 […]

Read More

Podcast: Mel Drago – Founder of Paraplanning Marketplace, Tanngo.

By Finura Team | March 2, 2022

PODCAST EPISODE Podcast: Mel Drago – Founder of Paraplanning Marketplace, Tanngo. 2 March, 2022 Mel Drago is the founder of the world’s first online paraplanning marketplace, Tanngo. 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 […]

Read More

Podcast: 2022 Advice Tech Predictions

By Finura Team | February 17, 2022

PODCAST EPISODE Podcast: 2022 Advice Tech Predictions 17 February, 2022 Nicole Smith, Aron Satchell and Peter Worn from Finura Group discuss the 2022 Advice Tech predictions for Australia. The team also go through the 2021 wins/fails predictions and some lively debate on the more controversial themes as we see market forces reshaping fintech in the […]

Read More

Ready to find out how we can help?

Get in touch with our team to organise a time to talk.

BOOK A CALL

Let's chat

Get in touch

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2022 Finura Group © All rights reserved. | Privacy | Built by the Socialisd team.

Podcast: 2022 Advice Tech Predictions

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PODCAST EPISODE

Podcast: 2022 Advice Tech Predictions

PODCAST EPISODE COVER 2022 Advice Tech Predictions

17 February, 2022

Nicole Smith, Aron Satchell and Peter Worn from Finura Group discuss the 2022 Advice Tech predictions for Australia.

The team also go through the 2021 wins/fails predictions and some lively debate on the more controversial themes as we see market forces reshaping fintech in the wealth management sector.

Hosts: Nicole Smith, Aron Satchell and Peter Worn

Links:

  • 2022 Advice Tech Predictions

We're all about improving the value of advice by helping advisers create better businesses.

Other podcast episodes

Podcast: What the Quality of Advice Review means for Advice and Technology

By Finura Team | April 11, 2022

PODCAST EPISODE Podcast: What the Quality of Advice Review means for Advice and Technology 11 April, 2022 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 […]

Read More

Podcast: Mel Drago – Founder of Paraplanning Marketplace, Tanngo.

By Finura Team | March 2, 2022

PODCAST EPISODE Podcast: Mel Drago – Founder of Paraplanning Marketplace, Tanngo. 2 March, 2022 Mel Drago is the founder of the world’s first online paraplanning marketplace, Tanngo. 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 […]

Read More

Podcast: 2022 Advice Tech Predictions

By Finura Team | February 17, 2022

PODCAST EPISODE Podcast: 2022 Advice Tech Predictions 17 February, 2022 Nicole Smith, Aron Satchell and Peter Worn from Finura Group discuss the 2022 Advice Tech predictions for Australia. The team also go through the 2021 wins/fails predictions and some lively debate on the more controversial themes as we see market forces reshaping fintech in the […]

Read More

Ready to find out how we can help?

Get in touch with our team to organise a time to talk.

BOOK A CALL

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Get in touch

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2022 Finura Group © All rights reserved. | Privacy | Built by the Socialisd team.

Finura launches to the Australian market

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We're focused on helping our clients achieve advice excellence and deliver leading edge solutions.

Finura Group-blog-finura launches to Australian market

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.

They said the goal was to bring wealth management technology firms closer to customers as with more international players entering the Australian market, there was an abundance of technology choice; however the real challenge remained in the execution.

This was particularly visible in financial advice, a sector which was underinvested in technology.

“Whilst we knew there was strong demand for our digital content services, our backgrounds in wealth management technology consulting made it a natural next step for us,” Satchell said.

“We are already working with several leading wealth management organisations and are excited to play our part in the digital transformation of client experience and advice delivery. We are well underway in expanding our team and look forward to announcing more details on this and our partnerships.”

Finura worked with enterprise software, fintech companies, product manufacturers and advice firms engaged in digital transformations.

10 August, 2021

Podcast: What the Quality of Advice Review means for Advice and Technology

By Finura Team | April 11, 2022

PODCAST EPISODE Podcast: What the Quality of Advice Review means for Advice and Technology 11 April, 2022 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 […]

Podcast: Mel Drago – Founder of Paraplanning Marketplace, Tanngo.

By Finura Team | March 2, 2022

PODCAST EPISODE Podcast: Mel Drago – Founder of Paraplanning Marketplace, Tanngo. 2 March, 2022 Mel Drago is the founder of the world’s first online paraplanning marketplace, Tanngo. 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 […]

Podcast: 2022 Advice Tech Predictions

By Finura Team | February 17, 2022

PODCAST EPISODE Podcast: 2022 Advice Tech Predictions 17 February, 2022 Nicole Smith, Aron Satchell and Peter Worn from Finura Group discuss the 2022 Advice Tech predictions for Australia. The team also go through the 2021 wins/fails predictions and some lively debate on the more controversial themes as we see market forces reshaping fintech in the […]

Advice Tech Predictions for 2022

By Peter Worn | January 10, 2022

We’re focused on helping our clients achieve advice excellence and deliver leading edge solutions. Advice Tech predictions for 2022 Peter Worn, Joint-Managing Director at Finura Group It’s a new year, and the Finura team enjoys thinking about what the next 12 months ahead will hold for advice technology. We resist the urge to comment on […]

Do we really need more advice tech?

By Peter Worn | September 15, 2021

We’re focused on helping our clients achieve advice excellence and deliver leading edge solutions. Do we really need more advice tech? Peter Worn, Joint-Managing Director at Finura Group 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 […]

Finura launches to the Australian market

By Finura Team | August 10, 2021

We’re focused on helping our clients achieve advice excellence and deliver leading edge solutions. 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. They said the goal was to […]

Ready to find out how we can help?

Get in touch with our team to organise a time to talk.

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