Live from the IRESS WealthTech Summit: Our Mid-Year Check-In on the Predictions Shaping Advice Tech
Description
In 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 real
The slow but steady rise of platform monogamy
Why industry super is scrambling to fix the member experience (and stop outsourcing accountability)
What private equity really wants from advice firms (hint: it’s not just scale)
AI everywhere — and the caution tape that should come with it
Why some advice firms are overspending on enterprise tech they don’t need
Plus: how podcasts and YouTube quietly became advice firms’ secret marketing weapon
Expect candid takes, live banter, and some good old-fashioned “we called it” moments.
United States
