Latest News - Dominic Rose
OMW advice boss: lessons learned from nine buys in 12 months
With nine acquisitions under the belt, Dominic Rose explains how he communicates with his new clients.
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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.
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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?
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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.
