Shows
The WealthTech InsiderWhy Is No One Naming Their AI Trevor? Trust, Gender and the Humanisation of SoftwareIn 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 AI shapes behaviour, lowers scepticism, and may lead us to over-trust systems that are still fallible — particularly in regulated industries like financial advi...
2026-02-1718 min
The WealthTech InsiderAustralia's Financial Literacy Crisis - Marcus Field - IRESSMost 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 information than ever—and how societal, educational, and industry blind spots are exacerbating the problem. You’ll discover the seven mega-trends transforming advice by 2030, includ...
2026-02-1043 min
The WealthTech InsiderThe 2026 WealthTech Predictions PodcastIn 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 advice ecosystem.They also examine why digital advice isn’t for everyone, how global AI players are eyeing Australia, what happ...
2026-02-0346 min
The WealthTech InsiderWhat Tech Change Actually Looks Like in a Financial Advice FirmWhat 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 clients feel the outcomes of good tech long before they notice the tools themselves.An honest, grounded discussion fo...
2026-01-2749 min
The Trusted AdviserTech Sanity for Advice Firms with Peter Worn of Finura Group
Is your advice tech stack quietly helping your business grow, or quietly driving everyone mad?
In this episode of The Trusted Adviser, Rob Pyne sits down with Peter Worn, co-founder of Finura Group, to unpack what it really takes to bring tech sanity to a modern advice firm. Drawing on years of experience working with licensees and advice businesses across Australia, Peter lifts the lid on the promises, pitfalls, and hidden costs behind today’s technology and AI solutions.
They explore:
The difference between a genuine tech stack and a messy tec...
2026-01-1556 min
The WealthTech InsiderInnovation with a Seatbelt: How Corey Wastle is driving Verse Wealth to use technology in building the ultimate client experience.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 design Verse from a blank page.Together they unpack how Verse was built differently from day...
2026-01-1347 min
The WealthTech InsiderBack for 2026: A Quick Catch-Up Before We Get StartedA 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
2026-01-1313 min
The WealthTech InsiderAustralia's Financial Literacy Crisis - Marcus Field - IRESSMost 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 information than ever—and how societal, educational, and industry blind spots are exacerbating the problem. You’ll discover the seven mega-trends transforming advice by 2030, includ...
2026-01-0643 min
The WealthTech InsiderAustralia's Financial Literacy Crisis - Marcus Field - IRESSMost 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 information than ever—and how societal, educational, and industry blind spots are exacerbating the problem. You’ll discover the seven mega-trends transforming advice by 2030, includ...
2026-01-0643 min
The WealthTech InsiderThe 2025 Wrap: Why We’re Choosing "Boring" AI & The Reality of Tech MonogamyIn 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 simplification.In this episode:The Prediction Scorecard: Assessing our calls on ad...
2025-12-1855 min
Ensombl Advice AustraliaAdviceTech Podcast #156 - Finura Group & Advice DesignerEarn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25120201-513900010.25 Client Care & Practice0.25 Professionalism and Ethics0.25 Technical CompetenceThis week, Pat is joined by Peter Worn, Joint-MD at Finura Group. They discuss Finura Group's evolution, practical AI applications in advicetech, the development and success of Advice Designer, strategic industry partnerships, and plans for future platform enhancements and integrations.Peter Worn LinkedIn: https://www.linkedin.com/in/peterworn/Finura Group Website: https://finuragroup.com/Advice Designer Website: https://www.advicedesigner.com/Disrupting the first reported AI-orchestrated cyber...
2025-12-0400 min
The WealthTech InsiderThe Harvey Effect: Hype, Valuations and What Advice Firms Should Really Do NextHarvey 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 magic.#technology #peterworn #dannilegrande #finuragroup
2025-12-0333 min
The WealthTech InsiderFinura’s Next Chapter: Building an enduring software and services companyIn 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 the thinking behind bringing in a strategic investor for the software business. And together, they explore how...
2025-11-1928 min
The WealthTech InsiderThe FOMO Economy: When AI Valuations Run Faster Than RealityPete 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” might actually be the smartest strategy in AI adoption.Expect sharp numbers, dry humo...
2025-11-1034 min
The WealthTech InsiderThe FOMO Economy: When AI Valuations Run Faster Than RealityPete 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” might actually be the smartest strategy in AI adoption.Expect sharp nu...
2025-11-0434 min
The WealthTech InsiderNo Tech Can Fix a Bad Culture - Matt Vandermeer - Leading TeamsIn 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 vision, strong leadership, and trust in the process can turn a struggling side into a winning organisation.This episode is a deep div...
2025-10-2151 min
The Kofkin Bond’s Podcast261. From Corporate Turnarounds to Tech Innovations: Peter’s JourneyWelcome to Everyday Heroes, presented by Kofkin Bond & Co.
Today we sit down with Peter Worn, Co-founder and Joint Managing Director of Finura Group, a fast-growing financial services technology firm reshaping how advisors and clients experience wealth management.
Peter’s journey began in the high-pressure world of corporate turnarounds, where he faced failed software projects, volatile ASX-listed environments, and brutal boardroom battles. What could have driven him back to the safety of big corporates instead ignited his entrepreneurial spirit.
With his business partner, Aaron, Peter transformed hardship into opportunity, turning struggling businesses around an...
2025-10-011h 04The WealthTech InsiderAnatomy of a Tech DisasterRecorded 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 Management and Team Morale20:29 Private Equity and Tech Integration23:17 Lessons Learned from...
2025-09-3028 minThe WealthTech Insider3 Quarter Time - 2025 Wealth Tech Prediction ScorecardDanni 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?
2025-09-2356 min
The WealthTech InsiderLive Presentation: Peter Worn on the AI Hype Cycle Sweeping Financial ServicesCome 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 Concerns and Misconceptions
2025-09-1647 min
The WealthTech InsiderLive from the IRESS WealthTech Summit: Our Mid-Year Check-In on the Predictions Shaping Advice TechIn 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 realThe slow but ste...
2025-09-0439 min
The WealthTech InsiderTaming the Wild West of AI: Otivo’s Safe Path to Digital AdviceIn 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 keeping technology on the rails, this conversation will give you a fr...
2025-08-2650 min
Between Meetings with Matt HeineEp 102: Simplifying technology and processes to scale firms-Danni Le GrandeMatt Heine chats with Danni Le Grande, Head of IFA Consulting at Finura Group, one of Australia's leading technology consultants for advice firms. With a career spanning licensees, funds management, advice practices, and tech consulting, Danni explains why tech fatigue is real, and how firms can simplify processes to drive better outcomes for clients and teams. They unpack why most tech change fails, the importance of people-first adoption, and how firms can turn technology from a cost into a strategic enabler. Danni also shares insights on data governance, AI in advice, and how the best firms are navigating the...
2025-08-2633 minThe WealthTech InsiderChange Fatigue Is Real: Why Tech Adoption Starts with Your PeopleWe 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 into:Why change fatigue derails even the best softwareThe underestimated power of clea...
2025-08-1925 minThe WealthTech InsiderAI Reality Check: What Advice Tech Can Learn from Big Tech MisstepsThis 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 actual value of AI in advice.Plus, they unpack fresh insights f...
2025-08-0521 min
The WealthTech InsiderWhy Brilliant Leaders Still Blow Up Tech Projects (and How to Avoid It)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 fatigue — quietly snowball into major headaches*And a few laughs along the way...
2025-07-2227 min
The WealthTech InsiderFounders Story Part II: The Biggest Bet of Our Careers. Why We're Playing the 10-Year GameIn 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 problemTheir unique approach to product-led growth without a sales teamThe technical reality behind "AI that writes SOAs in minutes"How they're planning...
2025-07-0842 min
The WealthTech InsiderFounders Story Part 1: A Failed Buyout, Two Wives, and a Pandemic: How We Built FinuraThe 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.
2025-06-2437 min
The WealthTech InsiderWhat Keeps Advice Firms Broke, Busy or Bored—and How to Fix ItIn this episode, Peter Worn speaks with Tony Stephens from Business Health about the challenges faced by small business owners in the financial advisory industry. They discuss the importance of practice management, the need for investment in technology, and the significance of client feedback. Tony shares insights on key metrics for success and offers advice on business planning for the upcoming financial year. The conversation concludes with optimistic predictions for the future of the industry, emphasising the potential for small businesses to thrive.Chapters00:00 Introduction to Business Health and Tony Stephens04:33 The Challenges of Small Business Owners09:01 Navigating Growth...
2025-06-1045 min
The WealthTech InsiderFrom Chaos to Clarity: Inside the Revenue Game of High Performing Advice FirmsIn this episode of The WealthTech Insider, Danni Le Grande, Head of IFA Consulting at Finura Group, sits down with Simon Betchley, Head of Institutional Consulting, to unpack the wild and often underestimated beast that is revenue management in financial advice businesses.Revenue in advice firms is messy—really messy. Payments flow in from hundreds of different product providers, each using their own file formats, labels, and naming conventions. Add in platform fees, direct debits, fee-for-service models, clawbacks, and legacy business, and you’ve got a data nightmare. No standardisation, no shortcuts, and a whole lot of Exce...
2025-05-2735 min
The WealthTech InsiderDear Advice Firms: Your Clients Are Watching (So Post Something!)In this episode of The WealthTech Insider, host Danni Le Grande is joined by Nicole Smith, founder of Socialisd, to unpack what modern marketing really looks like for financial advice firms.Nicole shares why digital marketing isn’t just about getting more clients. It’s about storytelling, retention, team engagement, and building brand trust (before you need it). The conversation dives into real-world insights from Finura’s Tech Benchmarking Data, the often-overlooked power of email marketing, how AI can be your marketing wingman, and why social media is more than a “nice to have.”Whether you're rel...
2025-05-1349 min
The WealthTech InsiderThe Finura Girls Take Over: The Hidden Power of Back & Middle Office TeamsIt’s a special episode of The WealthTech Insider as the Finura girls take over the podcast for the very first time! Join host Danni Le Grande as she’s joined by powerhouse colleagues Helena Klokova and Dipal Khatri to dive into the often-overlooked heroes of financial advice firms—the back and middle office teams.From navigating tech frustrations to uncovering inefficiencies, we discuss real challenges these teams face, why firms are still stuck in manual processes, and what the data from our tech health benchmarking tells us about the future of automation in financial services. Are we emb...
2025-04-2931 minThe WealthTech InsiderDeath by PowerPoint: Why it's Time to Ditch the DeckIn this episode of The WealthTech Insider, host Danni Le Grande sits down with Peter Worn, Joint Managing Director at Finura Group, to challenge the conventional reliance on PowerPoint presentations in the corporate world. They explore how PowerPoint, while a useful tool, can often become a productivity drain and stifle genuine conversation. Drawing from personal experiences and industry insights, Danni and Peter discuss alternative methods to enhance storytelling, improve meeting engagement, and boost overall productivity. Tune in to discover how ditching the deck might just be the key to more effective communication in your business.
2025-04-1517 minThe WealthTech InsiderThe AI Dilemma: Adapt, Start Fresh, or Get Left Behind?In this episode of The WealthTech Insider, Danni Le Grande and Peter Worn dive into one of the biggest challenges in AI adoption: Should large companies try to integrate AI into their existing businesses, or would they be better off starting fresh?With a staggering failure rate for digital transformation projects, companies face an uphill battle retrofitting AI into old systems. Peter breaks down the "Retrofit Tax", explaining why AI implementation is about more than just technology—it’s about overcoming legacy systems, organisational resistance, and cultural inertia.We explore lessons from IBM, Microsoft, and Sale...
2025-04-0118 min
The WealthTech InsiderBeyond Automation: Mastering Process & Governance in Wealth Management (Part 2)In this second part of our deep dive into compliance, host Danni Le Grande is joined again by Selin Ertac from Tangelo Advice Consulting to tackle Tangelo's next two critical pillars: Process and governance. While WealthTech plays a crucial role in driving efficiency, today’s discussion focuses on why technology alone isn’t the solution—and how businesses must first get their processes and governance right to truly unlock its potential.They explore:✅ The biggest compliance risks of overcomplicated processes✅ Why human oversight is still essential in an AI-driven world✅ How to use process mapping to r...
2025-03-1830 min
The WealthTech InsiderFrom Stagnation to Scale: Mastering Growth in Financial Advice BusinessesIn this episode of The WealthTech Insider, host Danni Le Grande sits down with Mark Zaglas, CEO of Encore Advisory Group, to explore the key challenges and strategies financial advisory firms must embrace to unlock scalable growth. They dive into why many Advisers have lost focus on sales and marketing, the importance of a structured growth strategy, and how technology can be leveraged to enhance client engagement.Mark shares insights on overcoming the fear of marketing, clarifying your value proposition, and why social media remains an underutilised tool in the industry. They also discuss the significance of...
2025-03-0445 min
The WealthTech InsiderThe AI Value Trap: Innovation Without Profit?In this episode of The WealthTech Insider, host Danni Le Grande and Peter Worn dive into the evolving role of AI in financial services. They explore the concept of the ‘Value Trap’—where AI has the power to revolutionise industries but may struggle to generate sustainable profits.From investment risks and industry adoption to the future of AI as a financial utility, Danni and Peter unpack the realities of AI’s role in WealthTech. They discuss how financial firms are navigating this landscape, the importance of responsible AI usage, and whether AI’s profitability challenge mirrors the airline in...
2025-02-2518 min
The WealthTech InsiderTech-Driven Compliance: Role Clarity & Policies in Wealth Management (Part 1)In this episode of The WealthTech Insider, host Danni Le Grande sits down with compliance expert Selin Ertac to explore the critical role of people, policy, and technology in ensuring effective compliance within wealth management. They dive into the importance of role clarity, the challenges of resistance to change, and how technology can streamline compliance processes. From crafting meaningful policies to integrating compliance into business operations, this conversation highlights the strategies firms can use to enhance efficiency, reduce risk, and foster a culture of compliance.Tune in for key insights on simplifying compliance, leveraging technology, and ensuring...
2025-02-1922 minThe WealthTech Insider2025 Wealth Tech PredictionsIn this episode of WealthTech Insider, hosts Danni Le Grande and Peter Worn discuss their predictions for the financial services and WealthTech landscape in 2025. They explore key themes such as the challenges faced by advice tech, the shift towards platform monogamy, the insourcing of technology by industry super funds, the impact of private equity on wealth management, the rise of AI services, and the growing importance of podcasts and YouTube in advisor marketing. The conversation culminates in a discussion about the transformative potential of AI agents in the industry.
Chapters
2025-01-2347 min
The WealthTech Insider2024 in Review: How Our WealthTech Predictions Stacked UpIn this episode of WealthTech Insider, hosts Danni Le Grande and Peter Worn reflect on their predictions for 2024, discussing the emergence of AI in WealthTech, the challenges of technology adoption, and the evolving landscape of digital advice. They explore the concept of AI washing, the overpromising nature of AI tools, and the need for tech providers to regain control over their product distribution. The conversation highlights the importance of engaging consumers in digital advice and the necessity of viewing technology as an investment rather than just an operational cost. In this conversation, Danni Le Grande and Peter Worn discuss various...
2025-01-1854 min
The WealthTech InsiderTech Health Insights (Part 3): Exploring AI’s Impact on Advice BusinessesWelcome to the final episode of our three-part series on WealthTech Insights! In this episode, Danni and Simon explore the transformative potential of AI in financial services. From operational efficiencies to enhancing client engagement, we dive into the latest AI applications shaping advice businesses. With insights from our Technology Health Check, we discuss adoption trends, tools like ChatGPT and Copilot, and the strategic considerations for leveraging AI responsibly. Whether you're cautiously optimistic or fully embracing the AI wave, this episode is packed with actionable insights to help you navigate the future of WealthTech.
2024-12-1127 min
The WealthTech InsiderTech Health Check Insights (Part 2): Enhancing Efficiency and CommunicationIn this episode of The WealthTech Insider, Danni Le Grande and Simon Betchley dive into part two of our Tech Health Check series, focusing on the pivotal themes of streamlining the advice process and improving client communication.We explore:- The common bottlenecks in advice implementation and how to address them.- Practical ways to use technology to boost efficiency and client satisfaction.- The benefits of integrating client portals and CRMs into your workflow.- Insights into consolidating product providers to simplify operations.Tune in for actionable takeaways and expert perspectives to refine your tech strategy and elevate your...
2024-11-2215 min
The Financial Planning PodcastNathan Mead-Wellings - FinuraIn this episode of The Financial Planning Podcast, host Lewis Byford is joined by Nathan Mead-Wellings, founding Managing Director and Chartered Financial Planner at Finura. Nathan co-founded Finura with a mission to reshape the way people approach financial planning. His philosophy goes beyond asset management—Nathan empowers his clients to understand their choices, biases, and how their financial decisions impact their life goals. Outside of his work, Nathan enjoys staying active with his two young children, practicing yoga, and pursuing his love for tennis, golf, and skiing. Tune in to hear Nathan's unique approach to fi...
2024-11-1956 min
The WealthTech InsiderTech Health Check Insights (Part 1): Rethinking Client Security and EngagementIn this first instalment of a special three-part series on The WealthTech Insider, host Danni Le Grande is joined by Simon Betchley, Senior Industry Advisor at Finura Group. Together, they dive into the key findings from Finura's Technology Health Check, which surveys financial advice businesses on their tech practices. In Part 1, Danni and Simon focus on the ongoing risks of emailing sensitive client documents and the growing need for secure alternatives like client portals. They discuss practical steps for improving cybersecurity, boosting client engagement, and managing internal communications. If you're looking to protect client data and streamline your advice business...
2024-10-3126 min
The WealthTech InsiderWealth Tech News: Big Acquisitions, Digital Advice, and the Future of PlatformsIn this episode of The Wealth Tech Insider, host Danni Le Grande and resident guest Peter Worn explore the latest headlines in the Wealth Management technology space. They dive into Netwealth’s full acquisition of Xeppo, the launch of IRESS and Hostplus’ SuperSmart digital advice platform, and the impact of leadership changes at global wealth giant FNZ. The duo also breaks down recent Australian platform growth, with Hub24, Netwealth, and Praemium showing impressive results. Listen in as they discuss how legacy platforms are adapting to new challenges, the role of data aggregation, and their bold predictions for the future of weal...
2024-09-2731 min
SIRENAS DE BARRIOSirenas de Barrio - FINURA Y CORRIENTURA - Ep.25
El Ying y el Yang son parte de nuestra vida diaria, un punto donde no hay buenos ni malos, pobres y ricos, sólo el equilibrio perfecto dónde hacemos o decimos las mismas cosas, lo que realmente nos hace humanos, pásale a ver en qué puntos ¡Lo corriente pone ambiente!
Gracias siempre a @MalasAmistades
Nos vemos el jueves en el canal de @felisaycontennis
#sirenasdebarrio #podcast #finura #fresa #barrio #podcast #comedia #humor #beibi #felisa
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2024-09-241h 05
La TraviataEspacio musical sobre Adriana LecouvreurRadio Popular – Herri Irratia te lleva a casa el apasionante mundo de la ópera, la zarzuela, el teatro musical y mucho más, en La traviata con Margarita Lorenzo de Reizabal que regresa una temporada más a nuestras ondas para hacernos vibrar con los grandes clásicos, a veces muy famosos, y otras algo más desconocidos.
En esta ocasión, Adriana Lecouvreur: Es una ópera que puede encuadrarse dentro de un verismo de corte aristocrático junto a títulos como Andrea Chènier y Fedora de Umberto Giordano o Tosca y Manon Lescaut de Giacomo Puccini, en l...
2024-09-1854 min
The WealthTech InsiderHarnessing AI in WealthTech: Innovations, Ethics, and Future OpportunitiesIn this episode of The WealthTech Insider, host Danni Le Grande sits down with Peter Worn from Finura Group to dive deep into the transformative role of AI in the financial industry. Together, they explore the latest advancements in AI tools, from CRM innovations to AI-driven chatbots, and how these technologies are streamlining operations and enhancing client interactions. Tune in to discover how AI is shaping the future of WealthTech, and learn about the ethical considerations and strategic implementations every business should be aware of as they navigate this evolving landscape.
2024-09-1333 min
Ensombl Advice AustraliaEnhancing Your Technology, Business & Client Experience #3In this episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Jeroen Buwalda, Chief Operating Officer at Colonel First State. They discuss harnessing the power of AI, including improving efficiency, client communication, and knowledge management, while addressing concerns around data quality, cybersecurity, and ethical considerations. Peter Worn LinkedIn: https://www.linkedin.com/in/peterworn/ Finura Group Website: https://finuragroup.com/ Jeroen Buwalda LinkedIn: https://www.linkedin.com/in/jeroenbuwalda/ Find out how CFS Edge can keep you at the frontier of advice here: https://ensombl.com/go/20240821 ...
2024-08-2047 min
Ensombl Advice AustraliaEnhancing Your Technology, Business & Client Experience #3In this episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Jeroen Buwalda, Chief Operating Officer at Colonel First State. They discuss harnessing the power of AI, including improving efficiency, client communication, and knowledge management, while addressing concerns around data quality, cybersecurity, and ethical considerations. Peter Worn LinkedIn: https://www.linkedin.com/in/peterworn/ Finura Group Website: https://finuragroup.com/ Jeroen Buwalda LinkedIn: https://www.linkedin.com/in/jeroenbuwalda/ Find out how CFS Edge can keep you at the frontier of advice here: https://ensombl.com/go/20240821 ...
2024-08-2047 min
Ensombl Advice AustraliaEnhancing Your Technology, Business & Client Experience #4In this final episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Drew Meredith, Director and Adviser at Wattle Partners. They discuss optimising your tech stack for growth, focusing on streamlining workflows, improving efficiency, and supporting advisors while navigating cultural and ethical considerations. Peter Worn LinkedIn: https://www.linkedin.com/in/peterworn/ Finura Group Website: https://finuragroup.com/ Drew Meredith LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/ Wattle Partners Website: https://www.wattlepartners.com.au/ Find out how CFS Edge can keep you at the frontier of...
2024-08-2038 min
Ensombl Advice AustraliaEnhancing Your Technology, Business & Client Experience #4In this final episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Drew Meredith, Director and Adviser at Wattle Partners. They discuss optimising your tech stack for growth, focusing on streamlining workflows, improving efficiency, and supporting advisors while navigating cultural and ethical considerations. Peter Worn LinkedIn: https://www.linkedin.com/in/peterworn/ Finura Group Website: https://finuragroup.com/ Drew Meredith LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/ Wattle Partners Website: https://www.wattlepartners.com.au/ Find out how CFS Edge can keep you at the frontier of...
2024-08-2038 min
The WealthTech InsiderMaximising Efficiency with Microsoft CoPilotWelcome to another episode of The Wealth Tech Insider where host, Danni Le Grande is joined by Finura Senior Consultant Dipal Khatri, for a Quick Tips session focused on leveraging AI, specifically Microsoft’s CoPilot, in the Financial Advice Industry.In this episode, we delve into how CoPilot is supporting productivity in Financial Advice Businesses. From drafting and summarising emails to improving meeting preparation, File Notes and content creation, CoPilot is integrated into the Microsoft products we use every day—Word, Excel, PowerPoint, Outlook, and Teams. We give some practical ways Financial Advisers can use CoPilot, such as recording and trans...
2024-07-1119 min
Ensombl Advice AustraliaAdviceTech Podcast #89 - Finura GroupIn this episode, Pat talks with Dipal Khatri, Senior Consultant at Finura Group. They discuss how Finura can be used to optimise your practice's tech stack through audits, consolidation of tools, cybersecurity best practices, and responsible adoption of AI features. Dipal Khatri LinkedIn: https://www.linkedin.com/in/dipalkhatri/ Finura Group Website: https://finuragroup.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240628 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play...
2024-06-2739 min
Ensombl Advice AustraliaAdviceTech Podcast #89 - Finura GroupIn this episode, Pat talks with Dipal Khatri, Senior Consultant at Finura Group. They discuss how Finura can be used to optimise your practice's tech stack through audits, consolidation of tools, cybersecurity best practices, and responsible adoption of AI features. Dipal Khatri LinkedIn: https://www.linkedin.com/in/dipalkhatri/ Finura Group Website: https://finuragroup.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240628 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play...
2024-06-2739 min
The Financial Planning PodcastLouise Fish - Finura This week on The Financial Planning Podcast, host Lewis Byford sits down with Louise Fish, the Operations Director at Finura. With over 25 years of experience in the financial services industry, Louise shares her invaluable insights on maintaining a client-centric approach, fostering a supportive team environment, and driving business growth. Tune in to uncover Louise's top strategies for success and learn how she balances her professional life with her personal passions. About Louise Fish: Louise Fish is the Operations Director at Finura, where her mission is to ensure clients remain at the core of every decision...
2024-06-2545 min
The WealthTech InsiderAI in Financial Planning: Ethical Insights with The Wealth Tech InsiderWelcome to another episode of The Wealth Tech Insider. In this episode, Danni is joined by Selin Ertac from Tangelo Advice Consulting and Fraser Jack from The Cyber Collective to discuss the newly developed AI Usage Policy. This comprehensive guide is designed to help financial advice businesses harness AI tools responsibly and ethically.
Join us as we delve into the importance of ethical AI, data privacy, and the balance between AI and human judgment. Discover the potential risks, challenges, and immense benefits AI brings to financial services. Learn about best practices for using AI tools and the importance of transparency...
2024-05-2825 min
The WealthTech InsiderMoney Pit or Game Changer: How Tech Decisions Impact Business ValuationsIn this episode, Danni Le Grande is joined by Peter Worn, Joint Managing Director at Finura Group, fresh off a speaking tour with The Inside Network. Together, they break down Peter's presentation, "Better Technology Decisions," and discuss how tech investments can drive business growth, align with strategic goals, and ultimately boost your valuation beyond standard industry practices.
They also explore the powerful visuals that reveal the nuances of scaling and valuation, like the "J-curve," "valley of death," and the "U-curve," providing actionable insights into simplifying tech stacks, client-first approaches, and streamlining processes.
Join us for thought-provoking discussions on how strategic...
2024-05-0732 min
The WealthTech InsiderAllied Wealth's Strategic Tech Overhaul and Its ImpactIn this episode of The WealthTech Insider, join host Danni Le Grande as she delves into the world of technology transformation with Greg Barter, Director and Principal of Allied Wealth. Discover the story of Allied Wealth's strategic decision to revamp its technology infrastructure to better support its growing business. From the initial hurdles that prompted the need for change, to the planning, selection process, and stakeholder engagement, Greg and Danni explore every facet of this transformative journey.
Listeners will get an insider’s look at the challenges faced during implementation, the solutions crafted to navigate these obstacles, and the efficiencies re...
2024-03-2729 min
The PotecastEP #121 : “Finding.Inner.Nirvana” ft. FinuraTake A Trip w/ Sip (@sse_sip) , Jaytona (@jaytona4000) , Mook (@coastboymook) , & Nevatell (@nevatell) as we bring our fellow ‘Pote Potna’ & Rap Artist Finura (@finura_) on the journey ! This Episode we begin with “Shrooms on My A**” as we detail our very own mushroom experiences. This subject leads to many other interesting topics such as “What Year Did Your 3rd Eye Open?” , “GILF & Pray?” , “First Name Fetishes” , “Does $2200 = Child & BM Support ?” , & “Is It Harder Being a StepDad or ‘Real Dad’ ?” and so much more !
2024-03-051h 27
The WealthTech InsiderFinura's WealthTech Predictions - Part 2/2: 2024 PredictionsIn this second part of their series, Danni and Pete explore their predicted technology trends shaping the WealthTech industry in 2024. After a successful recap of their 2023 predictions, they now turn their focus to the upcoming year, analysing how evolving tech intersects with adviser needs and licensee demands. Listen out for the Bonus Prediction on Industry M&A and Private Equity Firms taking a stake in previously ASX listed companies.
Take our Technology Health Check here:
https://finuragroup.com/tech-health-check/
2024-02-0737 min
The WealthTech InsiderFinura's WealthTech Predictions - Part 1/2: 2023 Review ScorecardJoin Peter and Danni as they dive into a comprehensive review of Finura's 2023 WealthTech Predictions in this engaging two-part episode. In Part 1, they assess how their forecasts on startup challenges, Client Portal adoption, trends in Digital Advice, Platform Technology competition, the evolving landscape of Foreign Tech Firms, and AI in Financial Services fared over the year. This episode offers a concise overview of the key developments in 2023 and their implications in WealthTech. Stay tuned for Part 2 where the team will delve into their 2024 Predictions, offering fresh insights and foresight into what's next in the world of WealthTech.
2024-01-3124 min
The WealthTech InsiderParaplanner Deep Dive: Unveiling Key Survey Findings from the Paraplanner Survey 2023Welcome to The Wealth Tech Insider, where we delve into the latest trends and insights from the world of wealth technology. In this episode, join our host Danni Le Grande as she welcomes Mel Drago from Tanngo, a leader in connecting Australian financial planners with top-notch freelance support. We take an exclusive look at the compelling findings from the recent Paraplanner Survey 2023, a treasure trove of data that reveals the heartbeat of the paraplanning community.
In our deep dive, we'll dissect key aspects of the survey, from the impact of the Quality of Advice Review (QAR) to the intricacies of...
2023-11-2937 min
The WealthTech InsiderNavigating AI: Opportunities and Precautions for Financial Advice BusinessesIn this episode of The WealthTech Insider, Pete and Danni delve into the transformative world of Artificial Intelligence and its burgeoning impact on financial advice. We explore how AI technologies may contribute to the way we deliver Advice and streamline operations. However, with great power comes great responsibility. This episode doesn't shy away from the complexities and challenges that AI integration presents. We examine critical aspects such as making sure your foundational Tech Stack should be your priority right now, maintaining client privacy, adhering to evolving regulatory frameworks, and ensuring ethical AI use. We provide a balanced view of AI's...
2023-11-2027 min
The PotecastS3EP29 : “The Intro to Potepalooza”Issa Scary Sight .. Join Sip (@sse_sip) , Jaytona (@jaytona4000) , Mook (@coastboymook) , & Nevatell (@nevatell) as we Pop Up & Show Out to our 1st “Pote Palooza” Event @ the infamous Island Breeze ! This showcase highlights various local talented artists throughout Savannah , GA & surrounding areas ! We sit down for a few brief rapid fire interviews with new acts & creatives such as GoodBoy Nephew (@goodboynephew) & Finura (@finura_) , we also catch up with our Pote Potna from a previous episode by the name of Stone Simpson (@86stone96)
2023-11-1656 min
The WealthTech InsiderIn the News: Unpacking the Latest Mergers & Acquisitions in Financial ServicesIn this episode of 'The WealthTech Insider,' Danni and Pete dive deep into the most recent and impactful mergers and acquisitions reshaping the landscape of wealth management. Join us as we dissect the strategic acquisition of Diverger Limited by Count Limited, a move poised to redefine the integrated accounting and wealth services in Australia. We also explore the tripartite deal involving Fortnum Private Wealth, AZ NGA-owned Nestworth Financial Strategists, and Australian Unity, highlighting its potential to expand financial advice accessibility.
Our discussion doesn't stop there. We take a closer look at Centrepoint Alliance's acquisition of Financial Advice Matters Group...
2023-11-1630 min
The WealthTech InsiderThe AI Hype Cycle Extends to WealthTechPeter Worn and Danni LeGrande guide you through the treacherous waters of the AI hype cycle and how it will impact your Wealth Business.
🔑 Key Highlights:
Understanding the AI Hype Cycle: Is it really the next frontier in wealth tech?
Regulatory speed bumps: What's holding AI back?
AI Ethics: A candid discussion on the moral maze we can't afford to overlook.
AI is a feature, not a product. It will change how you use software forever.
🤖 Whether you're a tech enthusiast, a financial planner, or just intrigued by the ethical nuances of AI, this episode offers invaluable insights.
2023-10-1230 min
The WealthTech InsiderUnpacking Adviser and Advice Technology Insights with Investment TrendsDive into the world of Advice Tech with Danni Le Grande and special guest, Paul McGivern from Investment Trends. In this episode, we deep-dive into the crucial findings of the 2022 Adviser and Advice Technology Report. From end-to-end tech providers to specialised application solutions and emerging digital advice avenues, we've got it all covered. Discover the current tech capabilities, recent advancements, and what the future might hold. Whether you're an adviser aiming to sharpen your toolset or a tech provider seeking insights into industry benchmarks, this episode offers interesting insights and tips to help you on your Advice Tech journey.
2023-10-1023 min
The WealthTech InsiderQuick Take: Platform Marketshare - haves & have nots?Peter Worn dissects some recent updates from Investment Platforms ASX announcements.
2023-10-0403 min
The WealthTech InsiderTech Q&A with Praemium: Why Microsoft Co-Pilot will be biggest change to financial advice firms since cloud computing, and much more!Finura's Peter Worn recently spoke with Matt van Dijk on the Praemium Advice Leaders Podcast.
They covered a lot of ground. This Q&A focused on responsible AI experimentation, due diligence on technology solutions and why software users have never been less happy.
Why getting in summer interns who are all over AI might be a great thing to do this year.
2023-09-2527 min
The WealthTech InsiderWealth Tech Wrecks and the Platform Technology Arms RaceDanni Le Grande and Peter Worn from Finura discuss a very hectic time for the Wealth Tech sector.
They discuss the factors contributing to the demise of Creativemass and Advice Intelligence and their acquisition by GBST.
The platform technology arms race intensified following Hub24's acquisition of MyProsperity.
Some back-to-basics advice from the team for wealth managers considering their technology options.
AI vapourware predictions for the remainder of 2023.
2023-09-1342 min
Praemium Advice LeadersBetter Technology Decisions to Unlock Practice GrowthIn the rapidly changing landscape of wealth management, technology is no longer just a tool — it's the engine driving future growth. In this episode, Praemium's General Manager Matt van Dijk will be joined by Peter Worn, Managing Director of Technology and Digital Consultancy, Finura Group, for an engaging and interactive session on the critical market themes and prevailing challenges advisers face with existing tech solutions.Topics include:Role of advice technology in driving future growth Challenges advisers face with existing technologyImpact of AI solutions on your people and practiceStrategic allocation of technology to drive profi...
2023-09-0827 min
The WealthTech InsiderQuick Tips: Navigating Integrations in Advice TechDive into the intricate world of fintech integrations in this quick tips episode with Danni & Dipal. From breaking down integration jargon to unmasking how they work, we offer quick and digestible insights for the tech-savvy and novices alike. If you've ever found yourself puzzled by the complexities of integrating multiple fintech tools, this is your guide to navigating the integration landscape. Enjoy!
2023-08-2312 min
The WealthTech InsiderFrom Idea to Impact: Decoding the Fintech Journey with Worksorted's Founder, Dan Fitzgerald & CEO, Simon BetchleyEmbark on an insightful exploration of the fintech landscape as we sit down with dynamic Founder, Dan Fitzgerald and CEO, Simon Betchley of Worksorted. In this podcast episode, Danni & Dipal chat with our guests as they share their personal journey, revealing the challenges and triumphs faced when starting and running a successful fintech venture. Gain exclusive insights into Worksorted's mission to address the pain points of financial advice businesses, and learn how they have leveraged innovation to make a tangible impact in the industry.
2023-06-0643 min
The WealthTech InsiderQ1 Wealth Tech Wrap Up, Predictions, Start Ups, Digital Advice, QAR Noise and more..Danni and Peter do a run-through of how the Finura 2023 predictions are playing out. We discuss the volatile world ahead for wealth tech start-ups. How digital advice is the obvious solution that nobody seems to implement.
Unpacking the QAR noise and the dangers of focusing on the SoA at the expense of more obvious pain points.
2023-04-0548 min
The WealthTech InsiderInvestment Trends - Unpacking the state of play for Advice Tech & Platforms.We welcome Paul and Irene from Investment Trends who are breaking down the key outtakes from our joint Advice Technology Benchmarking research. To speak with Investment Trends about their research please contact them at www.investmenttrends.com/contact or info@inevstmenttrends.com.au
2023-03-2435 min
The WealthTech InsiderQAR - Everything you need to know in 30 minutesWe welcome back the team from Tangelo. Known for their practical and no-nonsense approach to all things governance and compliance. A great episode for time-poor licensees and advisers trying to get their heads around a very confusing period facing our industry.
2023-03-1035 min
The WealthTech InsiderFinura Group - 2023 Wealth Technology Predictions ShowThe Finura team run through the 2022 scorecard and then jump into 2023's predictions. We cover all things wealth tech, including platform technology wars, a shrinking contestable IFA market, likely M&A for digital advice providers and Open AI.
2023-02-1453 min
Ensombl Advice AustraliaFPA Congress Insights #1Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future. Adam Crabbe Risk Strategy Specialist at Zurich Adam Crabbe LinkedIn: https://www.linkedin.com/in/adamcrabbe/ Zurich Website: https://www.zurich.com.au/ Kathryn Orman Senior Financial Planner/Coy Director at Goals & Dreams Financial Planning Kathryn LinkedIn: https://www.linkedin.com/in/kath-orman-30387569/ Goals & Dreams Financial Planning Website: https://goalsanddreams.com.au/ Peter W...
2022-12-131h 07
Ensombl Advice AustraliaFPA Congress Insights #1Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future. Adam Crabbe Risk Strategy Specialist at Zurich Adam Crabbe LinkedIn: https://www.linkedin.com/in/adamcrabbe/ Zurich Website: https://www.zurich.com.au/ Kathryn Orman Senior Financial Planner/Coy Director at Goals & Dreams Financial Planning Kathryn LinkedIn: https://www.linkedin.com/in/kath-orman-30387569/ Goals & Dreams Financial Planning Website: https://goalsanddreams.com.au/ Peter W...
2022-12-131h 07
The WealthTech InsiderRebecca Engel, Microsoft - How a female leader in Financial Services transitioned to Tech.Rebecca Engel is Director of Financial Services for Microsoft Australia. Rebecca shares her story on transitioning from the world of wealth management to tech, being a female leader in tech, and the lessons to be learned for those looking to make the same leap.
Microsoft is ubiquitous in its productivity tools but increasingly looking to provide broader solutions to improve financial services, which has traditionally struggled with technology innovation. Hosts: Danni LeGrande, Nicole Smith.
2022-06-0843 min
KrakatangaKrakatanga - Genio y Finura 11 05 22Esta semana divagamos sobre la genialidad musical: ¿Qué es un genio? ¿El genio nace o se hace? Analizamos punto por punto todas las características para que usted pueda reconocerlo antes que nadie. Este dossier sonoro que solo puede ofrecerle Krakatanga, el mejor podcast /programa de radio de la actualidad y que cuenta con el aval de la Hermandad de la Aguja Rota y del Club de Audiófilos de la Válvula Brillante. Los finos trabajos de Kike Zarca, Mario Gil, Vir Quenobi, Lariat Sam, Ismael Solà, Ernesto Navarro y la voz discordante que le acompaña, guiados por el hasta...
2022-05-111h 37
The WealthTech InsiderSelin Ertac & Conrad Travers, Tangelo - The Quality of Advice Review and role of Technology.Selin and Conrad are two leading compliance specialists who advise some of the wealth industry's leading businesses on regulatory and business model transformation. We talk about the regulation of financial services and the ever-changing role of technology.
With the upcoming Quality of Advice Review and changes to the Corporations Act there is plenty to unpack here and new avenues for technology to improve wealth management in Australia.
2022-04-1149 min
The WealthTech InsiderMel Drago - Founder of Paraplanning Marketplace, TanngoMel is the founder of the world's first online paraplanning marketplace. Connecting freelance paraplanners with their financial adviser clients. She is an entrepreneur with a clear vision of how to improve the delivery of services to the marketplace. We go into lots of detail about her journey and the missed opportunity in technology for paraplanners.
2022-03-0238 min
The WealthTech Insider2022 Advice Tech PredictionsNicole Smith, Aron Satchell and Peter Worn from Finura discuss the 2022 Advice Tech predictions for Australia.
The team also go through the 2021 wins/fails predictions and some lively debate on the more controversial themes as we see market forces reshaping fintech in the wealth management sector.
2022-02-1742 min
Poemas sublimes del alma. El poeta del amor.Salmo 8 en la voz de Edgar Augusto Loaiza Arteaga, el poeta del amor.Salmo 8Grandeza del Señor y dignidad del hombreEn efecto, este himno es una celebración del hombre, una criatura insignificante comparada con la inmensidad del universo, una “caña” frágil, para usar una famosa imagen del gran filósofo Blas Pascal (Pensamientos, n. 264). Y, sin embargo, se trata de una “caña pensante” que puede comprender la creación, en cuanto señor de todo lo creado, “coronado” por Dios mismo (cf. Sal 8, 6). Como sucede a menudo en los himnos que exaltan al Creador, el salmo 8 comienza y termina con una solemne antífona dirigida al...
2021-02-2801 min
Ver el Mundo Arder PodcastVer el Mundo Arder #080 - La diferencia entre beber y tomar con La SoleraQueremos empezar el año y la tercera temporada con finura y mucha sabrosura. Así que vienen los panas del podcast La Solera que nos van a enseñar a beber y apreciar el buen licor, no a chupar como los albachos que somos. Este podcast viene gracias a Sinners Micro Cervecería
2021-01-142h 37
El Sonido De Las IdeasAforismos: Píldoras de verdad o paradojas en miniaturaYa muy cerca de nuestro episodio 50 hicimos algo distinto: una presentación del libro de aforismos "Cámara de niebla" del Dr. Sergio Espinosa Proa. Jano y León platican con el autor, quien explica que la filosofía tiene muchas maneras de hacerse. No se trata de ponerse a tirar netas que revelen el sentido de las cosas, ni de desvelarlo todo con la iluminación repentina de la verdad, sino, como en la cinta de Moebius, descubrir en el aforismo aquella finura del pensamiento que, aunque muy breve, no tiene principio ni fin. #Escucha #Piensa #Comparte
2020-12-1257 min
2020-09-0925 min
VALERIANO BELMONTERipios a las Procesiones de la Macarena y Amargura de Albacete - Sábado SantoRIPIOS A LA MACARENA Y AMARGURA
-PROCESIÓN A RESIDENCIA DE MAYORES-
SÁBADO SANTO
Es Sábado de Pasión,
Macarena y Amargura,
que regalando finura,
embargadas de emoción…
vais a tres instituciones
mostrando el regio abolengo
sin presumir y diciendo
¡Arriba las ilusiones
y el afable Cotolengo,
que es bello jardín de flores
y gentiles residencias:
la de Alcabala dorada
y otra magna y apreciada
la de Núñez de Balboa,
que soportan con paciencia
esta “pandemia” terrible,
con tesón indescriptible,
y después añadiréis,
con fuerza ¡cuánto valéis!
Cuidadores, cuidadoras…
benditas sean las horas
...
2020-04-1101 min
Las dos carátulas"Esposa último modelo", de Tito Insausti y Arnaldo Malfatti"Esposa último modelo" es una típica comedia de los años 40-50, donde los dramaturgos argentinos exploraban con singular ingenio el género que iba de la comedia al vodevil.
Las mismas eran estrenadas en los teatros porteños y después eran llevadas al cine, triunfando en nuestro país y toda América. Los autores eran diestros en el manejo del diálogo ágil, brillante, predominando por sobre todas las cosas la finura. La comedia argentina de los 40-50, cultivada por grandes comediantes, le valió al cine argentino rotundos éxitos.
Después del resonante éxito en el teatro de "Esp...
2019-12-301h 30
Ciclo Navideño 2019Concierto Jovial nº 4, 281219Danzas de la corte isabelina
Los isabelinos disfrutaron de muchas danzas de corte consideradas subidas de tono en los países católicos. La reina Elizabeth popularizó la volta, que bailó con el conde de Leicester. Otras danzas isabelinas incluyen la pavana, la alemanda y las gallardas. En la juguetona volta, una serie de brincos y saltos requieren que la pareja se abrace. En el otro extremo del refinamiento, las mujeres bajaban los ojos y hacían una reverencia durante la pavana, para mostrar refinamiento y finura. Las parejas se tomaban de las manos durante la almán o alemanda, popula...
2019-12-281h 44
Frakatangana18-OCT-19: Lusca 2019, Gemini Man, Bob Iger y actriz de Disney da salto a pornoFrakatangana 233 - viernes 18 de octubre de 2019. Empieza Lusca Fantastic Film Fest 2019.
Nos visita Wilfred Miranda director del cortometraje "Legión Inherente" que será presentado en el festival.
También por fin conoceremos más detalles del corto de Angel Janer y Juan Maco Jones "Finura", protagonizado por Carlos Alberto López y Ashley Amanda Peña Colón. En este corto también salen Walkyria Rodriguez, Antulio Pietri y Rafael Serra. Además mencionamos algunos de los cómics locales que se estarán exhibiendo en el festival.
Emanuel Pagán Colón da su crítica...
2019-10-211h 07
ENERGÍA SOLAR FOTOVOLTAICA - TECNOLOGÍA - NOTECPOLHyundai Kona EV Test DriveTest Drive que la marca Hyundai organizo para su modelo Kona Eléctrico, puedes ver uno pequeño vídeo con algunos momentos que vivimos.
SUSCRÍBETE AHORA: https://cutt.ly/prHzIyX
https://www.youtube.com/channel/UCQk-UkcI2mBr5QTfpuIyMIA?sub_confirmation=1
Hace tiempo del test, os enseñamos unas imágenes.
Tuvimos oportunidad de probar el coche una hora y 35 minutos en dos tandas.
Podéis visitar la pagina web con mas información sobre este vehículo.
https://notecpol.com/hyundai-kona-ev-test-drive/
Nos encanto el coche en general, las prestaciones que tiene son muy dignas, un comportamiento en frenada y acelera...
2019-10-1608 min
PxF2017"Nos faltó un poco de finura"Tras el empate ante River; Diego Dabove habló del partido e hizo un análisis y se mostró optimista de cara al futuro
2019-07-2808 min
Down to South LondonRo Sharma - HMO investing in South London In this interview I talk to Ro Sharma of Finura Property. He's made a name for himself investing in HMO projects in South London, taking on a host of roles in his property business including sourcing, acquisition, planning and project management! This can sometimes lead to problems though as we find out...
0.35 Intro - Who is Ro Sharma?
1.20 What prompted the career change from corporate to property?
2.30 Why is Ro investing in HMOs?
4.50 What sort of houses does Ro look for and what does he do with them?
7.45 Dealing with...
2019-07-0833 min
remember replayEpisodio 24 - Dj Mikel In Session (22-11-18)Otra descarga de temazos es lo que nos trae Dj Mikel en este episodio 24, sonido Chin Chin Pum, mucho 21st Century y el mejor sonido hard house mezclado con la finura de nuestro crack.
Recuerda darle like y suscribirte si disfrutas de esto como nosotros!
2018-12-021h 35