Brooks Macdonald

Tech will support ‘significant growth’ plans in advice space

DFM solutions from Morningstar and Brewin Dolphin to be available

Advisory Models PRO tool focuses on meeting Consumer Duty outcomes

A look at what next month's Budget may bring for the City

Expansion of platform is set to include five portfolio ranges

Deal follows its purchase of Integrity Wealth Solutions

Attracted £800m of net inflows in the 12 months to the end of June

CEO Connellan steps down

Expected valuation of £400m