Wealth Dynamix's COO Brent Randall is guest speaker at WealthBriefing Operational Strategy Summit

Wealth Dynamix's Brent Randall joined other members in the industry to discuss various current topics that wealth managers are facing.

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Brent Randall joined other members in the industry to discuss various current topics that wealth managers are facing. Brent gave an insight into forward-thinking digital strategies and converting compliance challenges into business benefits.

Brent gave a in-depth account of new necessary digital software available to wealth managers and the importance of optimising client on-boarding and client conduct risk management.

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