How are wealth firms integrating their businesses?

Loading player...
With consolidation rife in the wealth industry, integration has never been more important.

In this episode, we’re joined by Carl Woodward, co-founder of Simplify Consulting, to find out just how firms are addressing these integration challenges, consumer duty, and acquisition drivers.
28 Mar English United Kingdom Business · Investing

Other recent episodes

Ex-Aberdeen leader on why wealth firms can't ignore digital assets

As the world of traditional finance and digital assets converge, Duncan Moir, traded a long career at Aberdeen for a role in the digital frontier. In this episode, Moir explains why wealth managers who fail to integrate digital assets into portfolios risk being fundamentally left behind in the race for…
14 May 27 min