Visit the Paul Harper Search sponsor area

23rd August 2023

A Mergers & Acquisitions update from Paul Harper

Digital transformation: The industry is witnessing a rapid shift towards digitalisation, with fintech innovations disrupting traditional business models. As a result, established firms are increasingly seeking partnerships or acquisitions to enhance their digital capabilities and keep pace with the evolving market.

Consolidation and scale: The quest for scalability and efficiency is driving consolidation in the financial services sector. Mergers and acquisitions enable companies to expand their market presence, consolidate resources, and optimise operations, ultimately positioning them for sustainable growth.

Regulatory and compliance pressures: Heightened regulatory requirements are placing greater burdens on financial institutions. To navigate complex compliance landscapes effectively, companies are exploring M&A opportunities to gain access to specialised expertise and robust compliance frameworks.

Emerging market opportunities: The global financial services industry is experiencing significant growth in emerging markets. To capitalise on these opportunities and establish a strong foothold, companies are pursuing strategic acquisitions or partnerships with local players, leveraging their market knowledge and customer base.

Find out more

Business Development

Registration

Free Registration and CPD

Read More

Related Articles_

Fidelity Adviser Solutions: Helping clients with their financial wellness

If you’ve ever felt that clients’ money worries run deeper than the numbers, this five part video series from Fidelity Adviser Solutions is for you. Each short session shares practical, real-world ideas you can use straight away to spark better conversations, boost confidence, and make planning feel clearer and more human for you and your clients. Watch now

Read More

Client Centred Advisers: Why money is never just about money

Perhaps one of the most important things to understand about money is that people don’t experience it rationally. They experience it psychologically.

Read More

Client Centred Advisers: Helping clients stop living in life’s waiting room

One of the most common assumptions people make is this: “I’ll be happy when…” I’ll be happy when I can retire. I’ll be happy when the mortgage is paid off. I’ll be happy when I have enough money. I’ll be happy when I can work less. I’ll be happy when I’ve achieved financial freedom. At first glance, these seem like perfectly reasonable goals. In fact, many of them are exactly the kinds of goals financial planners help clients work towards every day.

Read More

You need to be logged in to comment on this article