News

International advice firm has acquired Devine Financial Management

Current investment management operating model ‘not fit for purpose’

'Rational decision-making is the way we build trust with clients'

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

Majority of advisers surprised by their clients’ decision making

‘Long returns are overwhelmingly likely to be positive’

‘Understanding clients should be natural to any client-focused adviser’

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

Omba Advisory & Investment advises family offices and HNWs