The conversation dives deep into:
- Which types of firms will be most attractive to acquirers?
- The link between scalability, compliance and valuation premiums.
- Why human trust and cultural alignment will be the real differentiators post-deal.
- What strategic trends are expected as we head towards 2026 and beyond?
You may also be interested in
Mergers & Acquisitions
Mergers and acquisitions (M&A) activity continues to reshape wealth management and financial advice...
Domain Checker
If you are unsure whether you belong to a PIMFA member firm, please use our Domain Checker to check.
PIMFA Queries Compendium
Shared Type:
Shared
Published:
February 4, 2026