Targeted Support, Targeted Deals: The New Advice Regime & M&A
In this episode, PIMFA’s Philip Allen and Sunil Samani, Associate Director at LAVA Advisory Partners, unpack how the FCA’s new advisory reforms could reshape the M&A landscape across wealth and asset management. With reform set to expand consumer access to advice, Sunil outlines how demand for scalable, tech-enabled, and compliant advisory models is likely to surge — changing what buyers value and how sellers should prepare
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?
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Mergers and acquisitions (M&A) activity continues to reshape wealth management and financial advice...
Join us for an engaging day of insights and networking at the PIMFA Regional Roadshow in Bristol. This event brings together industry experts and peers to explore the latest developments…
