Brooks Macdonald has revealed it is in “advanced discussions” on partnering with a wealth management technology provider it hopes will “[transform] the adviser experience and client service levels”.
In its results statement for the year to 30 June, chief executive Caroline Connellan said aimed for the deal to create a “best in class” experience for advisers and clients.
“Our digital experience for advisers and clients – complementing our face-to-face relationshi...
Start a free trial now for access to breaking news and cutting edge analysis of the wealth management industry.
You are currently not logged in,
login to view the full article
start by clicking this button.
Need a subscription,
fill out the form here or
contact subs@thewealthnet.com
PAM Insight is the world’s leading independent provider of essential specialist news, analysis and comparative data for the fast-evolving world of wealth management.
Read more about PAM
