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 & Acquisitions
Mergers and acquisitions (M&A) activity continues to reshape wealth management and financial advice...
A practical half-day forum for wealth management leaders, buyers, sellers and advisers exploring how to turn M&A activity into sustainable value through better integration, stronger governance, resilient operating models and…
Free
Date & Time: 02nd Oct 2026 (9:00) - 02nd Oct 2026 (13:30)
This Queries Compendium represents PIMFA’s first publication bringing together a selection of the queries raised by our member firms over the past two years. The queries encompass a wide range of regulatory and operational topics, and we have included those that remain most pertinent and of continuing value to our membership.
