How are our 2026 Wealth Tech Predictions actually tracking?
Six months after dropping our 2026 predictions, Danni Le Grande and Peter Worn sit down for a mid-year report card marking their own homework on all eight calls, no cherry-picking.
In this episode:
The AI governance reckoning : ASIC’s shot across the bow, the FPSB’s new global CFP guidelines, and looming Privacy Act changes.
Platform oligopoly why firms are going 95/5 with a single platform, and what “ecosystem construction” really meansDigital advice finds its audience the MUFG/Investream deal, the shift to chat interfaces, and why client-portal adoption is still stuck at a third of firms.
Managed account players moving into licensee territory Evidentia, Encore and the rise of the “CIO” for adviceThe pricing “Australia tax” SaaS inflation, consumption-based billing, and the firm that burned a month’s Cowork budget in four days.The global AI-first influx (the one they might’ve got wrong) BYO AI & on-device LLMs and Technology of the Year: Claude / Cowork.
Plus honest talk on token costs, the coming AI bubble, and why your BS radar still beats the bots.
Take the Finura Technology Health Check here: