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To consolidate or not to consolidate: A panel debate

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

Stephen Gazard , Gretchen Betts , James Reiss , Phillipa Hann , David James Wealth , Magenta Financial Planning , Altor Wealth Management , Matt Pitcher ,

Investegate |Quilter PLC Announcements | Quilter PLC: Director/PDMR Shareholding

Investegate announcements from Quilter PLC, Director/PDMR Shareholding ....

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Investegate |Quilter PLC Announcements | Quilter PLC: Director/PDMR Shareholding

Investegate announcements from Quilter PLC, Director/PDMR Shareholding ....

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Advice CEOs say best use of technology still leaves room for advisers

The technology revolution desperately needed to bring more clients and advisers into the industry will still leave room for traditional face-to-face advice, industry chief executives (CEO) agree. ....

United Kingdom , John Cowan , Stephen Gazard , Andy Thompson , Ben Goss , Sesame Bankhall Group , Solomon Capital Holdings , Dynamic Planner , Quilter Financial Planning , Bankhall Group , John Cowan , Sesame Bankhall Group , Stephen Gazard , Andy Thompson , Dynamic Plannner ,

Consumer Duty compliance hinges on good use of technology

Good use of technology will be crucial for advisers in meeting the demands of Consumer Duty, advice chief executives (CEO) agree. ....

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