HeyJaredThe WealthTech Insider
Discussing all things Wealth Tech. News and trends with great guests from all over the industry and the world.
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 29, 2026
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- Checking…
- Earliest in this view
- Jul 29, 2026
Latest episodes
Three Problems That Are Actually One Problem (opens the original)
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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 her
Code & Capital Turned 100 & Pete still hasn't been cancelled - Miracles do happen! (opens the original)
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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, w
BIG AI NEWS: Your Apple Watch is always listening. A nightmare of AI policies at work. (opens the original)
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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 Appl
🚨 Big news in the wealth tech world! 🚨 Vanguard is acquiring Altruist for $4 billion. (opens the original)
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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 lik
The Science and the Art: How Rising Tide's Matt Hale is Building AI Into Advice (opens the original)
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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 clea
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