Latest News - Dominic Rose
The hunt is on: where will Lloyds find 700 wealth advisers?
Lloyds’ ambitious target of recruiting over 700 advisers has raised more than a few eyebrows, increasing competition in an already challenging market.
Mifid II has exposed huge holes in wealth due diligence
When you reflect on your operational due diligence process for assessing funds, do you or your colleagues ever think – is our process robust? Do we ask all the right questions in the right way?
Tip of the iceberg: why are wealth firms culling jobs?
After a number of wealth firms announced job cuts, we look at whether this is the start of a wider industry trend.