EP 53: The Harvey Effect: Hype, Valuations and What Advice Firms Should Really Do Next
Harvey AI has gone from newborn startup to an $8 billion juggernaut in just 31 months. But behind the headlines sit harder questions: opaque pricing, patchy adoption, defensive founders, and a conservative profession wrestling with risk.
Danni and Pete cut through the noise to explore what this means for financial advice firms — from realistic ROI to cautious experimentation and the increasing need for human oversight. Less hype, more sense-checking, and a reminder that AI is useful… but it’s not magic.
EP 52: Finura’s Next Chapter: Building an enduring software and services company
In this special announcement episode, Danni and Pete sit down to talk about the next stage of Finura’s growth plans. Finura is formally separating its consulting and software arms into two businesses – Finura Services and Finura Digital – each with its own purpose, priorities and rhythm. They walk through why the change matters, how […]
Finura Digital Secures Strategic Investment from HUB24
MEDIA RELEASE DATE: 19th November 2025 Finura Digital, the company behind Advice Designer, today announced that HUB24 Limited (ASX: HUB) has taken an equity stake in the business. The investment will accelerate the development of Advice Designer, a SaaS platform that helps Australian financial advisers automate their advice production processes. Strategic Alignment HUB24 has worked […]
EP 51: The FOMO Economy: When AI Valuations Run Faster Than Reality
Pete and Danni unpack the wild rise of Harvey.AI – thelegal-tech darling that raised US $865 million in just 31 months and hit a US $5 billion valuation. They trace how a Reddit side-project turned into a Silicon Valley feeding frenzy, and ask whether this is genius or a bubble waiting to burst. The chat veers […]
EP 50: No Tech Can Fix a Bad Culture – Matt Vandermeer, Leading Teams
In this episode, Peter Worn sits down with Matthew Vandermeer from Leading Teams to unpack what makes teams – and leaders – great. The conversation explores how the financial services industry is evolving, why culture matters as much as strategy, and how technology can either strengthen or fracture team dynamics if not led with clarity. […]
EP 49: Anatomy of a Tech Disaster
Recorded Live from the Netwealth Accelerate Summit. Pete & Danni spend time with Sophie Firminger from Netwealth unpacking a real life cast study of a tech project which went horribly wrong.
EP 48: 3 Quarter Time: 2025 Wealth Tech Predication Scorecard
Danni Le Grande and Peter Worn put their 2025 predictions under the microscope. From adviser numbers and platform monogamy to AI agents and YouTube marketing, they track the wins, the misses, and what’s still up for grabs. Expect sharp takes on margin squeeze in AdviceTech, private equity’s reshaping of the landscape, and why industry funds […]
EP 47: Live Presentation: Peter Worn on the AI Hype Cycle Sweeping Financial Services
Come behind the scenes and listen to one of Peter’s live presentations, including some controversial audience Q&A. It’s unfiltered, unedited.
EP 46: Live from the IRESS WealthTech Summit: Our Mid-Year Check-In on the Predictions Shaping Advice Tech
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 […]
EP 45: Taming the Wild West of AI: Otivo’s Safe Path to Digital Advice
In this episode, Peter Worn sits down with Paul Feeney, CEO & Co-Founder of Otivo, to thrash out one of the biggest debates in financial advice right now: Can AI deliver safe and useful guidance, or will ChatGPT-style tools create more risk than reward? We unpack the rise of consumer-led AI, the dangers of unfiltered “DIY […]