Stephen Gazard News Today

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

Investegate announcements from Quilter PLC, Director/PDMR Shareholding

Investegate announcements from Quilter PLC, Director/PDMR Shareholding

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.

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

Quilter Financial Planning has appointed Stephen Fryett as managing director after the departure of its former MD Gemma Harle.

MKC Wealth has bought Lighthouse Carrwood from Quilter Financial Planning. Carrwood is an independent advice business. It has been a part of Quilter Financial Planning since 2019 following Quilter’s acquisition of the wider Lighthouse Group.

Acquirer wants to make deals ‘at a sensible and sustainable pace’

Quilter has laid out plans to launch a new hybrid advice proposition in 2022.The offering would sit within its national advice business, Quilter Financial Advisers.

Lighthouse advisers tied to Quilter platform as merger completes By Daniela Esnerova 11 th March 2021 9:32 am Former Lighthouse advisers are now exclusively tied to the Quilter platform for new business as the pair’s integration completes. Presenting Quilter’s annual results yesterday, chief executive Paul Feeney said there is a wider push with the firm  to “drive up the amount of money coming in the door” and “increase the proportion that ends up in a Qui...