EP 26: Adviser Tech Strategies Part 1: Rethinking Client Security...
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EP 25: Wealth Tech News: Big Acquisitions, Digital Advice, and the Future of Platforms
Danni Le Grande and Peter Worn dive into Netwealth’s full...
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EP 24: Harnessing AI in WealthTech: Innovations, Ethics, and Future Opportunities
EP 24: Harnessing AI in WealthTech: Innovations, Ethics, and Future...
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EP 23: Maximising Efficiency with Microsoft CoPilot
EP 23: Maximising Efficiency with Microsoft CoPilot Welcome to another...
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EP 22: AI in Financial Planning: Ethical Insights with The Wealth Tech Insider
EP 22: AI in Financial Planning: Ethical Insights with The...
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Do we really need more advice tech?
Despite the dominant role that IRESS has played in the...
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Finura launches to the Australian market
Following the departure from Enzumo, Peter Worn and Aron Satchell...
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