Competition within the advice M&A space is intensifying in the lead up to the 2026 standard changes, according to AZ NGA.
The adviser M&A group has released a second white paper in a series that examines why businesses and investors participate in M&A and “determine if M&A is the right strategy for them”.
According to AZ NGA CEO and author of the paper, Paul Barrett, competition for quality assets is “heating up” and will only escalate as the 1 January 2026 date for FASEA’S higher education requirements come into effect and some principals are retired.
However, Mr Barrett adds that M&A may not the right move industry-wide and ill-advised deals can result in "disruption, increased cost and complexity, and value destruction".
“M&A is an important tool for business growth and in the next three years many advisers will be tempted to do a deal, but just because you can, doesn’t mean you should,” Mr Barrett said.
“This paper challenges readers to rethink their M&A plans, objectively assess their ability and capacity to do a deal, and recognise the important role of organic growth in any successful business.
“For those who are determined to go down the M&A path, it also provides insights and practical tips for bedding down an acquisition."
Neil is the Deputy Editor of the wealth titles, including ifa and InvestorDaily.
Neil is also the host of the ifa show podcast.
The FSCP has handed down a three month suspension to a financial adviser for incorrect use of records of advice for ...
The shadow financial services minister has used a speech at the ASFA conference to urge swift action in delivering ...
The corporate regulator has delivered a swathe of updated guidance documents for financial advisers in line with the ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin