TRACK 1 - Panel: To Buy or Not to Buy? The Pros and Cons of Consolidation

-

Panel discussion

This discussion will delve into the key drivers behind consolidation deals, from private equity influence to succession planning challenges, while assessing the impact on advisers, clients, and the wider industry.

  • Exploring the forces driving consolidation – is scale the ultimate goal?
  • Assessing the impact on client outcomes
  • Unpacking the role of breakaway advisers, regulatory scrutiny, and cultural clashes in shaping the future of advice businesses

Moderated by Richard Bradley, research director. Platforum

Speakers
consulting director
NextWealth
Managing Director
Gunner & Co
research director
Platforum
group cheif executive
Melo