How are wealth firms integrating their businesses?
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.
How are wealth firms integrating their businesses?
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.