A 20 minute listen.   

Wealthify’s Dan Giddings chatted with Sam Shaw  recently in the latest episode of the Octo podcast, during which he stresses Wealthify is neither a pure “robo” business nor does it offer “advice” and therefore finds the oft-cited label misleading. As such, his business is not a threat to advisers, but rather a potential partner for some of their less cost-effective clients. He talks about the trust and compliance headaches facing the sector, shared by those in advised and non-advised models.