The WealthTech Insider
Finura GroupDiscussing all things Wealth Tech. News and trends with great guests from all over the industry and the world.
| Publishes | Twice monthly | Episodes | 63 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Technology | |||
Listen to this Podcast
Latest Episodes
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 Evidentia, Mark has launched his Bi... more
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 Check: only 17% of Practices are a... more
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 — names?
What starts as a light obse... more
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.
From the coming AI governance rec... more
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, about the reality behind modernisi... more
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 WealthTech Insider, Peter Worn... more
A short, informal welcome back to 2026.
Danni and Pete catch up after the break and run through what’s coming up on The WealthTech Insider this year.
#finuragroup #wealthtech #technology #peterworn #dannilegrande
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 groundbreaking research that reveals the tr... more
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Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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The WealthTech Insider launched 4 years ago and published 63 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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