The WealthTech Insider
By Finura Group
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Category: Technology
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Episodes: 56
Description
Discussing all things Wealth Tech. News and trends with great guests from all over the industry and the world.
| Episode | Date |
|---|---|
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From APRA to ASIC: The Regulatory Clock on AI Just Started
|
Jun 02, 2026 |
|
How to Kill an Innovation Economy
|
May 19, 2026 |
|
Be a Good Breaker-Upper
|
Apr 28, 2026 |
|
Jurassic Park, Glasswing & the Personal Finance Land Grab
|
Apr 21, 2026 |
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The New Advice Engine: Why Ops, Tech and Growth Can't Be Separate Conversations Anymore (with Mark Zaglas)
|
Mar 31, 2026 |
|
Love the One You're With: Why 2026 Is the Worst Time to Change CRMs
|
Mar 26, 2026 |
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Why Is No One Naming Their AI Trevor? Trust, Gender and the Humanisation of Software
|
Feb 17, 2026 |
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Australia's Financial Literacy Crisis - Marcus Field - IRESS
|
Feb 10, 2026 |
|
The 2026 WealthTech Predictions Podcast
|
Feb 03, 2026 |
|
What Tech Change Actually Looks Like in a Financial Advice Firm
|
Jan 27, 2026 |
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Innovation with a Seatbelt: How Corey Wastle is driving Verse Wealth to use technology in building the ultimate client experience.
|
Jan 13, 2026 |
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Back for 2026: A Quick Catch-Up Before We Get Started
|
Jan 13, 2026 |
|
Australia's Financial Literacy Crisis - Marcus Field - IRESS
|
Jan 06, 2026 |
|
Australia's Financial Literacy Crisis - Marcus Field - IRESS
|
Jan 06, 2026 |
|
The 2025 Wrap: Why We’re Choosing "Boring" AI & The Reality of Tech Monogamy
|
Dec 18, 2025 |
|
The Harvey Effect: Hype, Valuations and What Advice Firms Should Really Do Next
|
Dec 03, 2025 |
|
Finura’s Next Chapter: Building an enduring software and services company
|
Nov 19, 2025 |
|
The FOMO Economy: When AI Valuations Run Faster Than Reality
|
Nov 10, 2025 |
|
No Tech Can Fix a Bad Culture - Matt Vandermeer - Leading Teams
|
Oct 21, 2025 |
|
Anatomy of a Tech Disaster
|
Sep 30, 2025 |
|
3 Quarter Time - 2025 Wealth Tech Prediction Scorecard
|
Sep 23, 2025 |
|
Live Presentation: Peter Worn on the AI Hype Cycle Sweeping Financial Services
|
Sep 16, 2025 |
|
Live from the IRESS WealthTech Summit: Our Mid-Year Check-In on the Predictions Shaping Advice Tech
|
Sep 04, 2025 |
|
Taming the Wild West of AI: Otivo’s Safe Path to Digital Advice
|
Aug 26, 2025 |
|
Change Fatigue Is Real: Why Tech Adoption Starts with Your People
|
Aug 19, 2025 |
|
AI Reality Check: What Advice Tech Can Learn from Big Tech Missteps
|
Aug 05, 2025 |
|
Why Brilliant Leaders Still Blow Up Tech Projects (and How to Avoid It)
|
Jul 22, 2025 |
|
Founders Story Part II: The Biggest Bet of Our Careers. Why We're Playing the 10-Year Game
|
Jul 08, 2025 |
|
Founders Story Part 1: A Failed Buyout, Two Wives, and a Pandemic: How We Built Finura
|
Jun 24, 2025 |
|
What Keeps Advice Firms Broke, Busy or Bored—and How to Fix It
|
Jun 10, 2025 |
|
From Chaos to Clarity: Inside the Revenue Game of High Performing Advice Firms
|
May 27, 2025 |
|
The Finura Girls Take Over: The Hidden Power of Back & Middle Office Teams
|
Apr 29, 2025 |
|
Death by PowerPoint: Why it's Time to Ditch the Deck
|
Apr 15, 2025 |
|
The AI Dilemma: Adapt, Start Fresh, or Get Left Behind?
|
Apr 01, 2025 |
|
Beyond Automation: Mastering Process & Governance in Wealth Management (Part 2)
|
Mar 18, 2025 |
|
From Stagnation to Scale: Mastering Growth in Financial Advice Businesses
|
Mar 04, 2025 |
|
The AI Value Trap: Innovation Without Profit?
|
Feb 25, 2025 |
|
Tech-Driven Compliance: Role Clarity & Policies in Wealth Management (Part 1)
|
Feb 19, 2025 |
|
2025 Wealth Tech Predictions
|
Jan 23, 2025 |
|
2024 in Review: How Our WealthTech Predictions Stacked Up
|
Jan 18, 2025 |
|
Tech Health Check Insights (Part 2): Enhancing Efficiency and Communication
|
Nov 22, 2024 |
|
Tech Health Check Insights (Part 1): Rethinking Client Security and Engagement
|
Oct 31, 2024 |
|
Wealth Tech News: Big Acquisitions, Digital Advice, and the Future of Platforms
|
Sep 27, 2024 |
|
Harnessing AI in WealthTech: Innovations, Ethics, and Future Opportunities
|
Sep 13, 2024 |
|
Maximising Efficiency with Microsoft CoPilot
|
Jul 11, 2024 |
|
AI in Financial Planning: Ethical Insights with The Wealth Tech Insider
|
May 28, 2024 |
|
Money Pit or Game Changer: How Tech Decisions Impact Business Valuations
|
May 07, 2024 |
|
Finura's WealthTech Predictions - Part 2/2: 2024 Predictions
|
Feb 07, 2024 |
|
Finura's WealthTech Predictions - Part 1/2: 2023 Review Scorecard
|
Jan 31, 2024 |
|
Navigating AI: Opportunities and Precautions for Financial Advice Businesses
|
Nov 20, 2023 |
|
In the News: Unpacking the Latest Mergers & Acquisitions in Financial Services
|
Nov 16, 2023 |
|
The AI Hype Cycle Extends to WealthTech
|
Oct 12, 2023 |
|
Unpacking Adviser and Advice Technology Insights with Investment Trends
|
Oct 10, 2023 |
|
Quick Take: Platform Marketshare - haves & have nots?
|
Oct 04, 2023 |
|
Wealth Tech Wrecks and the Platform Technology Arms Race
|
Sep 13, 2023 |
|
Selin Ertac & Conrad Travers, Tangelo - The Quality of Advice Review and role of Technology.
|
Apr 11, 2022 |