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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 […]

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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 […]

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