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Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25120201-51390001
0.25 Client Care & Practice
0.25 Professionalism and Ethics
0.25 Technical Competence
This week, Pat is joined by Peter Worn, Joint-MD at Finura Group. They discuss Finura Group's evolution, practical AI applications in advicetech, the development and success of Advice Designer, strategic industry partnerships, and plans for future platform enhancements and integrations.
Peter Worn LinkedIn: https://www.linkedin.com/in/peterworn/
Finura Group Website: https://finuragroup.com/
Advice Designer Website: https://www.advicedesigner.com/
Disrupting the first reported AI-orchestrated cyber espionage campaign Article: https://www.anthropic.com/news/disrupting-AI-espionage
The WealthTech Insider Podcast: https://finuragroup.com/podcast/
A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251205
General Disclaimer – https://www.ensombl.com/disclaimer/
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