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Found 4 results

  1. Today’s purchase by Aviva of a majority stake in Wealthify has significant implications for the whole UK robo advice community and wider personal savings market. This move by the world's 12th largest insurer and a major asset manager is far more significant than the previous investment by LV= in Wealth Wizards and other UK robo deals. Aviva have a far greater degree of scale and partnerships that can be leveraged to the advantage of both businesses. Aviva have been a real leader in the digital revolution with the London digital garage having set the trend now being follo
  2. Honest. Constructive. Objective. No Bull. "I've got this" - my final thought before I walked out my front door and faced the day we launched http://www.digitalwealthinsights.com/ At F&TRC usually they come to us. They pay us. They ask us to help them 'fix it', 'build it' or 'measure it'. Not this time! With our new service we went to them. We told them. We are going to 'review it', 'compare it' and 'rate it'! I must give credit where it is due. 90% of organisations opened their doors and welcomed us in. They were proud of what they had created. Analys
  3. Honest. Constructive. Objective. No Bull Born in the early 1980s, I’ve been comfortably sitting on the fence between Gen X and Gen Me (Millennial), falling whichever way I need, depending on whom I’m speaking to. I’m having to learn to speak to people of all ages, less or more (or much more) intelligent than myself and with differing levels of corporate experience. This week has taught me a lot about the ‘true millennial’. Fast thinking and fast to commit. They literally have no bureaucratic red tape to cross whatsoever (which is refreshing). The
  4. Our income, expenditure and debt define how we live our lives today, tomorrow and ultimately into future. Is it not crucial therefore to ensure that every person gets the management of these fundamental processes right before approaching any actual investment, protection or retirement advice? Consumer Debt The Office for Budget Responsibility identified that credit card debt in May 2016 was £2,397 per household. Based on an average interest rate and minimum payment this would take 25 years and 6 months to repay. It also suggested that consumer borrowing trends will result in most UK