In 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
00:00 2025 Predictions Overview
01:35 Change Management Challenges in WealthTech
03:32 Advice Tech's Margin Squeeze
06:44 The Shift to Platform Monogamy
12:45 Industry Super Funds and In-House Tech
17:29 Private Equity's Impact on Advice Tech
24:18 The Technology Gap in Financial Advisory
30:26 AI Services: The Future of Financial Technology
41:18 The Rise of Podcasts and YouTube in Marketing
44:42 Transformative AI Agents in Business
