Explore
20 May 2026 | 2:40 pm - 3:20 pm

M&A without the noise: Turning growth ideas into a business plan

This practical breakout session, led by advisers Francis Rigby and Gavin Lamb and   joined by behavioural scientist Ryan Murphy, is designed to give you a clearer understanding of the M&A journey. Francis and Gavin will explore growth, acquisition and succession planning, providing real life insights and   practical frameworks. Ryan will focus on clarifying adviser value and help you turn strategic thinking into a clear, workable business plan.

Speakers

Image of Gavin Lamb

Gavin Lamb

Navigate Advisors

Director and Head of Financial Planning

Image of Ryan Murphy

Ryan Murphy

Morningstar Inc.

Global Head of Behavioral Insights

Image of Francis Rigby

Francis Rigby

Financial Advice Matters

Financial Adviser

Image of Vijay Srinivasan

Vijay Srinivasan

Morningstar

Head of National Sales, Managed Portfolios

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