Acquisition activity across advice firms, networks and providers is regularly reported at deal level. The operational consequences for advisers and clients are reported far less often.
This matters because consolidation changes which panels, systems and support arrangements advisers work within, sometimes with little notice and rarely with a say.
Questions for discussion:
- Where have you seen consolidation change the practical experience of placing business?
- Has it improved anything — pricing, technology, support — in your experience?
- What would you want a firm to do differently when it acquires another?
Please keep contributions general and avoid commercially confidential information about your own firm or others.
As always, this is an editorial discussion starter written by Adviser Forum rather than a member opinion. Nothing here is regulated advice, no view expressed should be treated as a settled industry position, and any example you contribute should be anonymised so that no client, colleague or firm can be identified from it.