The WealthTech Insider

01:11:15

Behind the Scenes: Vokke and Finura have merged!

The WealthTech Insider ·

2026/10/09

his episode brings together Pete and John Wellman, CEO and co-founder of Vokke, for a wide-ranging conversation about software, wealth tech, AI, and what it really takes to build reliable products in regulated industries. We discuss how AI is changing software development, why vibe coding can create more problems than it solves, and why financial services and other high assurance sectors still need deterministic workflows, security, and human oversight.John gives a concrete security example from a

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00:39:48

Three Problems That Are Actually One Problem

The WealthTech Insider ·

2026/09/29

Have you ever properly fixed a problem in your business, put the time in, changed the system, rewrote the process only to find yourself having the exact same conversation 12 months later? That's the loop. And in this episode, Danni Le Grande is joined by two people who each see a completely different version of it: Selin Ertac, Director and Principal Consultant at Tangelo Advice Consulting, and Nicole Smith, Founder and CEO of Socialisd. Selin's lens is process, compliance and governance and

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00:30:57

Code & Capital Turned 100 & Pete still hasn't been...

The WealthTech Insider ·

2026/09/22

Code and Capital at 100: PowerPoint, conferences, Harvey AI, and the risks of AI speedDanni is joined by Peter Worn, co-host of World Tech Insider and the writer behind Code and Capital, which just hit its 100th edition. The episode looks at the ideas Peter has returned to most often in his newsletter and why they matter for advice firms, tech vendors, and anyone working in a heavily process-driven industry.We discuss how newsletter writing has become a way to sharpen opinions before speaking, why

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00:15:27

BIG AI NEWS: Your Apple Watch is always listening. A...

The WealthTech Insider ·

2026/09/15

Microsoft and Apple just made one thing clear: the future of AI is built into the devices people already carry, and that changes everything for advisers, firms, and anyone handling sensitive conversations.Danni Le Grande and Peter Worn break down two fast-moving releases that could reshape how meetings get recorded, summarised, and stored. From Copilot’s new ability to record in-person conversations inside the Microsoft work environment to Apple’s push into on-device transcription with the Apple

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00:21:58

🚨 Big news in the wealth tech world! 🚨 Vanguard is...

The WealthTech Insider ·

2026/08/27

The financial landscape is shifting, and in this episode, Danni Le Grande and Peter Worn dissect a landmark acquisition that could reshape the wealth tech industry. Vanguard’s recent $4 billion acquisition of Altruist is not just a transaction; it’s a bold statement about the future of wealth tech. Danni and Peter dive deep into the strategic motivations behind Vanguard’s entry back into the RIA space, exploring how Altruist has successfully carved out a niche in a market dominated by giants like

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01:11:15

We've merged! Finura and Vokke have joined forces to...

The WealthTech Insider ·

2026/08/11

This episode brings together Pete and John Wellman, CEO and co-founder of Vokke, for a wide-ranging conversation about software, wealth tech, AI, and what it really takes to build reliable products in regulated industries. We discuss how AI is changing software development, why vibe coding can create more problems than it solves, and why financial services and other high-assurance sectors still need deterministic workflows, security, and human oversight.John gives a concrete security example from a

en-au

00:44:32

The Science and the Art: How Rising Tide's Matt Hale...

The WealthTech Insider ·

2026/08/11

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, for an honest conversation about the AI journey his practice has been on, not over a few months, but a few years. Matt shares how Rising Tide moved from anecdotal, "in-my-head" processes to a documented advice methodology, and how AI Agents now sit inside that journey with one clear job

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00:47:21

2026 Predictions: The Mid-Year Report Card

The WealthTech Insider ·

2026/07/29

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 calls, no cherry-picking.In this episode:The AI governance reckoning : ASIC's shot across the bow, the FPSB's new global CFP guidelines, and looming Privacy Act changes.Platform oligopoly why firms are going 95/5 with a single platform, and what "ecosystem construction"

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00:31:58

Six Rules to Guarantee a Broken Industry

The WealthTech Insider ·

2026/06/30

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 & Capital:Make sure nobody agrees who the customer isInsert as many ticket-clippers as the law allowsRegulate the supply until it collapsesMake the living pay for the deadAppoint a dozen umpires who don't agreeDemand Ferrari software at Datsun pricesThe catch? Every

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00:27:38

Booed Off Stage: When AI's Cheerleaders Carry None of...

The WealthTech Insider ·

2026/06/16

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: what happens when the people most certain AI is inevitable are the ones who carry none of the downside?The downside lands somewhere else. On the graduate. On the PY advisers now vibe-coding their way to relevance out of pure job insecurity. On the associate half-joking that the

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00:23:47

From APRA to ASIC: The Regulatory Clock on AI Just...

The WealthTech Insider ·

2026/06/02

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 unpack Pete's latest Code & Capital on what APRA's AI letter signals for the broader advice industry, and what ASIC is almost certainly preparing in the background.They cover:Why AI isn't "just another technology" — and why deterministic thinking gets

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00:23:00

How to Kill an Innovation Economy

The WealthTech Insider ·

2026/05/19

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 founders, and why the advice tech sector is uniquely exposed. CGT effectively doubling to 33–47% (versus 20% in the US, 14% in the UK, zero in New Zealand). A $5M exit going from a $1.18M tax bill to $2.35M. 27% of our labour force in the public sector — the highest in the G7

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00:25:28

Be a Good Breaker-Upper

The WealthTech Insider ·

2026/04/28

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 it easy to sign up, and brutally hard to leave.In this episode, Danni and Pete sit down in person (a rare one) to unpack the latest Code & Capital newsletter — Breaking Up Is Hard to Do — and ask why so many software companies still prey on apathy instead of earning loyalty

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00:13:28

Jurassic Park, Glasswing & the Personal Finance Land...

The WealthTech Insider ·

2026/04/21

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 uncovered up to a million vulnerabilities in major software in a matter of days (cue Jurassic Park: "scientists were so obsessed with whether they could, they never stopped to think if they should"). Then the conversation shifts closer to home: Perplexity is now

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00:58:09

The New Advice Engine: Why Ops, Tech and Growth Can't...

The WealthTech Insider ·

2026/03/31

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 Big Six Insights series, and the industry is facing an inflection point where the pace of change has doubled but the margin for error has halved.In this episode, we unpack the rise of the COTO (Chief Operating and Technology Officer) — a

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00:35:03

Love the One You're With: Why 2026 Is the Worst Time...

The WealthTech Insider ·

2026/03/26

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 actually planning to move, barely half use their CRM as a source of truth, and 80% don't even run an RFP when choosing new tech. We also dig into the real risks of Advisers building SOAs in ChatGPT, why clients are now using AI to check

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00:18:18

Why Is No One Naming Their AI Trevor? Trust, Gender...

The WealthTech Insider ·

2026/02/17

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 observation quickly turns into a deeper discussion about trust, subconscious design choices, and the risks of anthropomorphising technology in professional environments. From “Sophie the assistant” to “Colin from compliance”, Danni and Pete explore how naming

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00:43:54

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

The WealthTech Insider ·

2026/02/10

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 more

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00:46:38

The 2026 WealthTech Predictions Podcast

The WealthTech Insider ·

2026/02/03

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 reckoning and the real risks Advisers are underestimating, to the rise of platform oligopolies, shifting Licensee and Managed Account dynamics, and the technology pricing reset, this episode explores where capital, power and risk are concentrating in the

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00:49:20

What Tech Change Actually Looks Like in a Financial...

The WealthTech Insider ·

2026/01/27

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 modernising Advice delivery — from early resistance and change fatigue to measurable time savings and a better client experience.Simon reflects on why Tech should amplify people, not replace them; how disciplined rollout and ownership drove adoption; and why

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