The WealthTech Insider

00:47:21

Innovation with a Seatbelt: How Corey Wastle is...

The WealthTech Insider ·

2026/01/13

Featuring a new Finura Client: Verse WealthWhat 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 sits down with Corey Wastle, founder of Verse Wealth, one of Australia’s most quietly radical advice firms. Corey didn’t come up through the usual financial-planning ranks. He came from marketing, brand and customer experience — and he used that lens to

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00:13:15

Back for 2026: A Quick Catch-Up Before We Get Started

The WealthTech Insider ·

2026/01/13

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

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00:43:54

Australia's Financial Literacy Crisis - Marcus Field...

The WealthTech Insider ·

2026/01/06

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 true scale of Australia's financial capability crisis and how a strategic shift in education, regulation, and advice delivery can turn unmet needs into national productivity.This episode exposes why financial literacy has declined despite access to

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00:43:54

Australia's Financial Literacy Crisis - Marcus Field...

The WealthTech Insider ·

2026/01/06

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 true scale of Australia's financial capability crisis and how a strategic shift in education, regulation, and advice delivery can turn unmet needs into national productivity.This episode exposes why financial literacy has declined despite access to

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00:55:45

The 2025 Wrap: Why We’re Choosing "Boring" AI & The...

The WealthTech Insider ·

2025/12/18

In this final episode for 2025, Danni and Pete cut through the noise to review the trends that actually mattered. We look back at our 2025 Predictions with a critical eye—discussing why the AI hype has cooled into "AI fatigue" and why the industry is finally embracing Platform Monogamy.We also explore the rise of "Boring by Design" AI agents , the concept of keeping a "human on the hook" for compliance , and why the best tech strategy for many firms might just be

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00:33:27

The Harvey Effect: Hype, Valuations and What Advice...

The WealthTech Insider ·

2025/12/03

Harvey AI has gone from newborn startup to an $8 billion juggernaut in just 31 months. But behind the headlines sit harder questions: opaque pricing, patchy adoption, defensive founders, and a conservative profession wrestling with risk.Danni and Pete cut through the noise to explore what this means for financial advice firms — from realistic ROI to cautious experimentation and the increasing need for human oversight. Less hype, more sense-checking, and a reminder that AI is useful… but it’s not

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00:28:12

Finura’s Next Chapter: Building an enduring software...

The WealthTech Insider ·

2025/11/19

In this special announcement episode, Danni and Pete sit down to talk about the next stage of Finura's growth plans. Finura is formally separating its consulting and software arms into two businesses — Finura Services and Finura Digital — each with its own purpose, priorities and rhythm.They walk through why the change matters, how it strengthens both sides of the business, and what it means for advice firms working with Finura today (in short: nothing disruptive, entirely BAU). Pete also shares

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00:34:05

The FOMO Economy: When AI Valuations Run Faster Than...

The WealthTech Insider ·

2025/11/10

Pete and Danni unpack the wild rise of Harvey.AI — thelegal-tech darling that raised US $865 million in just 31 months and hit a US $5 billion valuation. They trace how a Reddit side-project turned into a Silicon Valley feeding frenzy, and ask whether this is genius or a bubble waiting to burst.The chat veers from law-firm FOMO and elite-bait marketingto what it all means for financial-advice tech, touching on California’s new AI laws, the environmental cost of compute, and why “boring by design”

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00:34:05

The FOMO Economy: When AI Valuations Run Faster Than...

The WealthTech Insider ·

2025/11/04

Pete and Danni unpack the wild rise of Harvey.AI — the legal-tech darling that raised US $865 million in just 31 months and hit a US $5 billion valuation. They trace how a Reddit side-project turned into a Silicon Valley feeding frenzy, and ask whether this is genius or a bubble waiting to burst.The chat veers from law-firm FOMO and elite-bait marketing to what it all means for financial-advice tech, touching on California’s new AI laws, the environmental cost of compute, and why “boring by design”

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00:51:24

No Tech Can Fix a Bad Culture - Matt Vandermeer -...

The WealthTech Insider ·

2025/10/21

In this episode, Peter Worn sits down with Matthew Vandermeer from Leading Teams to unpack what makes teams—and leaders—great. The conversation explores how the financial services industry is evolving, why culture matters as much as strategy, and how technology can either strengthen or fracture team dynamics if not led with clarity.Matthew shares lessons from his experience building high-performing teams and draws an unlikely but powerful parallel with the Brisbane Lions’ return to glory—how clear

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00:28:49

Anatomy of a Tech Disaster

The WealthTech Insider ·

2025/09/30

Recorded Live from the Netwealth Accelerate Summit. Pete & Danni spend time with Sophie Firminger from Netwealth unpacking a real life cast study of a tech project which went horribly wrong. 00:00 Introduction to Advice Tech Challenges01:09 Real-Life Tech Implementation Disasters03:43 Evaluating Technology Solutions06:14 The Importance of Team Involvement09:07 Red Flags in Tech Selection11:49 Managing Project Risks and Leadership Involvement14:50 Governance Failures in Tech Projects17:32 Change

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00:56:09

3 Quarter Time - 2025 Wealth Tech Prediction Scorecard

The WealthTech Insider ·

2025/09/23

Danni Le Grande and Peter Worn put their 2025 predictions under the microscope. From adviser numbers and platform monogamy to AI agents and YouTube marketing, they track the wins, the misses, and what’s still up for grabs.Expect sharp takes on margin squeeze in AdviceTech, private equity’s reshaping of the landscape, and why industry funds are still dragging their feet on tech. Plus: are AI “virtual team members” hype or reality?

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00:47:18

Live Presentation: Peter Worn on the AI Hype Cycle...

The WealthTech Insider ·

2025/09/16

Come behind the scenes and listen to one of Peter's live presentations, including some controversial audience Q&A. It's unfiltered, unedited. Chapters: 00:00 The Future of AI in Healthcare and Financial Advice19:10 Investing in AI: Short-Term Strategies20:55 Valuations and Market Trends in AI23:13 Consumer Adoption of AI Technologies26:33 Training and Preparing for AI Integration28:47 The Importance of AI Strategy in Business32:21 AI's Impact on Financial Services33:06 Q&A: Addressing AI

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00:39:22

Live from the IRESS WealthTech Summit: Our Mid-Year...

The WealthTech Insider ·

2025/09/04

In our first-ever live recording of The WealthTech Insider, Danni Le Grande and Peter Worn hit the stage at the IRESS WealthTech Summit to revisit — and ruthlessly score — the predictions we made for advice tech in 2025.Recorded in front of a room full of industry pros (and without the safety net of a mute button), we dive into what’s tracking, what’s tanking, and what’s surprised us most about the year so far.We cover:Why AdviceTech feels stuck in neutral — and whether adviser tech fatigue is

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00:50:04

Taming the Wild West of AI: Otivo’s Safe Path to...

The WealthTech Insider ·

2025/08/26

In this episode, Peter Worn sits down with Paul Feeney, CEO & Co-Founder of Otivo, to thrash out one of the biggest debates in financial advice right now: Can AI deliver safe and useful guidance, or will ChatGPT-style tools create more risk than reward?We unpack the rise of consumer-led AI, the dangers of unfiltered “DIY advice,” and how Otivo is tackling the challenge head-on with an AI chat assistant built for real people, not experiments.If you care about the future of advice, compliance, and

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00:25:44

Change Fatigue Is Real: Why Tech Adoption Starts with...

The WealthTech Insider ·

2025/08/19

We all love a shiny new system — but what happens after the demo? In this candid episode, Danni Le Grande is joined by Selin Ertac from Tangelo Advice Consulting to unpack the all-too-common disconnect between technology rollouts and the people expected to make them work.From war stories of disengaged teams and overcooked implementations, to practical strategies for meaningful, human-first change management — this is a must-listen for anyone tired of throwing good tech at bad processes.They dive

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00:21:44

AI Reality Check: What Advice Tech Can Learn from Big...

The WealthTech Insider ·

2025/08/05

This week on The WealthTech Insider, Danni and Pete dive into the AI hype cycle — and why the gap between flashy announcements and real-world impact matters more than ever for advice firms and tech providers.Using Apple’s recent WWDC as a launchpad, they explore what happens when expectations soar and delivery stumbles — and what smaller players can learn from it. From voice assistants that still don’t listen, to CRMs that try too hard, it’s a candid conversation about usability, adoption, and the

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00:27:05

Why Brilliant Leaders Still Blow Up Tech Projects...

The WealthTech Insider ·

2025/07/22

Why do smart, successful business owners keep making tech decisions that come back to bite them? Danni and Pete unpack it all — from submarines driven by PlayStation controllers to advice firms stuck with expensive systems no one uses.In this episode:*The surprising parallels between the OceanGate tragedy and everyday tech decisions in advice practices*The true cost of chasing shiny tools — from wasted fees to worn-down teams*How small missteps — like skipping due diligence or underestimating change

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00:42:26

Founders Story Part II: The Biggest Bet of Our...

The WealthTech Insider ·

2025/07/08

In Part II of our founder series, Peter Worn and Aron Satchell get brutally honest about building software in the wealth management space. They reveal the millions they're investing in their advice generation platform, why they deliberately avoid hiring salespeople, and their contrarian take on the AI revolution sweeping FinTech.What You'll Learn:The hidden costs of building compliant financial software (spoiler: it's way more than you think)Why most AI-powered advice tools are solving the wrong

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00:37:23

Founders Story Part 1: A Failed Buyout, Two Wives,...

The WealthTech Insider ·

2025/06/24

The unfiltered origin story of Finura co-founders Peter Worn and Aron Satchell. From meeting as strangers in a corporate turnaround to building two businesses during a pandemic, this is the real story behind their decade-long partnership, including the sacrifices, the near-misses, and the people who helped them along the way.

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