‘It's really time consuming to do it on an individual firm basis’

Advice firms are ‘offboarding’ clients that they cannot service profitably

Advisers choose to blend multi-asset funds and MPS in client portfolios

International advice firm has acquired Devine Financial Management

Julia Dreblow: ‘There is a lot of work that needs to be done'

Firm’s fourth buy under Aviva ownership and its second in 2024

Ex-St James's Place adviser's firm among the four new joiners

Omba Advisory & Investment advises family offices and HNWs

National advice firm’s second acquisition this year

Only 2% of advisers are confident in their retirement strategy