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The WealthTech Insider

Por: Finura Group

Discussing all things Wealth Tech. News and trends with great guests from all over the industry and the world.

56 episodios disponibles

Latest episodes of the podcast The WealthTech Insider

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Navigating AI: Opportunities and Precautions for Financial Advice Businesses 20/11/2023

In the News: Unpacking the Latest Mergers & Acquisitions in Financial Services 16/11/2023

The AI Hype Cycle Extends to WealthTech 12/10/2023

Unpacking Adviser and Advice Technology Insights with Investment Trends 10/10/2023

Quick Take: Platform Marketshare - haves & have nots? 04/10/2023

Tech Q&A with Praemium: Why Microsoft Co-Pilot will be biggest change to financial advice firms since cloud computing, and much more! 25/09/2023

Wealth Tech Wrecks and the Platform Technology Arms Race 13/09/2023

Quick Tips: Navigating Integrations in Advice Tech 22/08/2023

Q1 Wealth Tech Wrap Up, Predictions, Start Ups, Digital Advice, QAR Noise and more.. 05/04/2023

Investment Trends - Unpacking the state of play for Advice Tech & Platforms. 24/03/2023

QAR - Everything you need to know in 30 minutes 10/03/2023

Finura Group - 2023 Wealth Technology Predictions Show 14/02/2023

Rebecca Engel, Microsoft - How a female leader in Financial Services transitioned to Tech. 08/06/2022

Selin Ertac & Conrad Travers, Tangelo - The Quality of Advice Review and role of Technology. 11/04/2022

Mel Drago - Founder of Paraplanning Marketplace, Tanngo 02/03/2022

2022 Advice Tech Predictions 17/02/2022

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