EP 68: Six Rules to Guarantee a Broken Industry
What if you tried to design the worst possible advice industry on purpose?
EP 67: Booed Off Stage: When AI’s Cheerleaders Carry None of the Downside
Two commencement speakers got booed off stage for telling rooms full of graduates that AI was an exciting opportunity.
EP 66: From APRA to ASIC: The Regulatory Clock on AI Just Started
In this episode, Danni and Pete unpack Pete’s latest Code & Capital on what APRA’s AI letter signals for the broader advice industry, and what ASIC is almost certainly preparing in the background.
EP 65: How to Kill an Innovation Economy
Pete’s latest Code & Capital landed in inboxes the week after the federal budget – and his frustration was raw. In this episode, he and Danni unpack what the proposed capital gains changes mean for Australian software founders, and why the advice tech sector is uniquely exposed.
EP 64: Be a Good Breaker-Upper
Canceling Adobe shouldn’t feel like escaping a hostage situation – but it does. Fitness First, Foxtel, gym memberships, subscription perfume (yes, really), and a lot of advice tech vendors share the same playbook: make it easy to sign up, and brutally hard to leave.
EP 62: The New Advice Engine: Why Ops, Tech and Growth Can’t Be Separate Conversations Anymore
In this episode, we unpack the rise of the COTO (Chief Operating and Technology Officer) – a concept Mark Zaglas has coined for advice businesses that can no longer treat operations and technology as separate functions.
EP 60: The Big Lift: Unpacking Australia’s Financial Literacy Crisis
Most Australians have critically low financial literacy, yet the advice industry is sitting on a golden opportunity to change that – and unlock billions in advice demand.
EP 59: Why Is No One Naming Their AI Trevor? Trust, Gender and the Humanisation of Software
In this episode of The WealthTech Insider, Danni Le Grande and Peter Worn unpack a deceptively simple question that opens a much bigger conversation: why do so many AI tools have human – and overwhelmingly female – names?
EP 58: The 2026 WealthTech Predictions Podcast
In this special episode of The WealthTech Insider, Danni Le Grande and Peter Worn unpack Finura’s official 2026 WealthTech Predictions and discuss what these trends actually mean for Advice businesses on the ground.
EP 57: What Tech Change Actually Looks Like in a Financial Advice Firm
In this episode of The WealthTech Insider, Danni Le Grande speaks with Simon Backman, CEO of Wahlstrom Financial Services, about the reality behind modernising Advice delivery — from early resistance and change fatigue to measurable time savings and a better client experience.