『From Acquisitions to AI: How Foster Denovo is Transforming Financial Advice | Helen Lovett』のカバーアート

From Acquisitions to AI: How Foster Denovo is Transforming Financial Advice | Helen Lovett

From Acquisitions to AI: How Foster Denovo is Transforming Financial Advice | Helen Lovett

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In this episode of Foster Denovo Talks, COO Helen Lovett sits down with host’s Helena and Nikos to reflect on an extraordinary year of growth, transformation, and innovation.

Helen shares:

  • Insights into Foster Denovo’s seven recent acquisitions and how the firm integrates new Partners (advisers) while maintaining cultural alignment.
  • The emergence of new roles and career opportunities for people across the business.
  • The firm’s pragmatic approach to technology and AI, focusing on how automation helps teams focus on high-value human work.
  • A forward-looking discussion about the future of financial advice and what’s next for the Foster Denovo group.

If you’re an adviser, or curious about how progressive organisations evolve, this episode is for you.

🎧 Listen to gain insight into:

  • Strategic firm integration and cultural fit
  • AI's role in financial services
  • Career progression within a growing firm
  • The vision for the future of Foster Denovo

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