To consolidate or not to consolidate: A panel debate

‘We believe in our ability to be nimble and do the right things for our clients’

Isabel Baxter
clock • 3 min read

With consolidation being a buzz word in the advice industry, delegates heard a debate from panellists who were either for consolidation or pro independent.

Speaking on a panel at Timeline's Adviser 3.0 conference yesterday (16 May) moderated by RQ head of solicitor engagement Phillipa Hann, David James Wealth chief executive James Reiss, Quilter chief distribution officer Stephen Gazard, Magenta Financial Planning managing director Gretchen Betts, and Altor Wealth Management managing director Matt Pitcher shared their thoughts for and against consolidation. On the ‘for consolidation' side, Reiss said: "Consolidation, when executed effectively, gives access to resources needed for talent development, diversity, and professional growth." A...

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