The WealthTech Insider

What happens when a firm that's brilliant at the art of advice decides to get serious about the science ? In this episode, Danni Le Grande sits down with Matt Hale, Managing Director of Rising Tide Financial Services...

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...

What if you tried to design the worst possible advice industry on purpose? Pete Worn and Danni Le Grande run Charlie Munger's inversion trick over Australian advice, working through the six rules from Pete's latest Code...

Two commencement speakers got booed off stage for telling rooms full of graduates that AI was an exciting opportunity. Danni and Pete start there — Gloria Caulfield, then Eric Schmidt — and ask the more useful question...

APRA's late-April letter on AI was addressed to Banks, Insurers and Super Trustees. It wasn't addressed to AFSLs — and Pete Worn reckons that distinction will matter for about six months. In this episode, Danni and Pete...

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...

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...

Danni went to New Zealand for a week and the AI world lost its mind. Pete catches her up on the news that matters — starting with Anthropic's "Mythos," a model so powerful they refused to release it publicly after it...

Mark Zaglas is back. Our most downloaded guest ever returns to go a level deeper on what's changed since last year's "Stagnation to Scale" episode — and a lot has changed. Encore Advisory Group has been acquired by...

Pete's latest Code & Capital sparked a big conversation — why are Advice Practices still tempted to rip out their CRM when the data says it rarely ends well? Danni brings the receipts from Finura's Technology Health...

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 —...

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. Marcus Field from Iris sheds light on...

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...

What does a successful Tech Transformation actually look like inside a growing Advice firm? In this episode of The WealthTech Insider, Danni Le Grande speaks with Simon Backman, CEO of Wahlstrom Financial Services...

Featuring a new Finura Client: Verse Wealth What happens when you throw out the traditional financial advice playbook — but keep the discipline, compliance and rigour that actually protects clients? In this episode of...