21/09/2023 Podcasts 30 mins to read Back to all News & Insights

Praemium Advice Leaders Podcast

In our latest episode of the Praemium Advice Leaders Podcast, we delve into the technological challenges and opportunities transforming the wealth management industry. Our General Manager Matt van Dijk is joined by Peter Worn, Managing Director of Technology and Digital Consultancy at Finura Group, for an in-depth discussion that unpacks the intricacies of advice technology in today's landscape.

From exploring the role of tech in driving future growth, to grappling with existing software limitations, the conversation touches on the very issues advisers are facing today. They also delve into the impact of Artificial Intelligence on wealth management and the strategic alignment of technology to boost profitability. With insights derived from Finura's technology health index, this episode promises to be an illuminating guide for every financial adviser seeking to elevate their practice in an increasingly digitalised world.

Praemium Ltd is the issuer of the Advice Leaders podcast. This podcast is for informational purposes and isn't tailored to individual financial situations and does not contain financial advice. Views expressed by presenters may not align with Praemium's. We recommend that individuals seek professional financial advice before taking action.