HeyJaredJustin Cash
- Indexed articles, last 90 days
- 3
- Latest publication
- Sep 2, 2026
- Outlet visibility, for Professionaladviser
- Top 5M sites
- Earliest in this view
- Jul 6, 2026
Latest articles
Why more advice firms are looking to sell minority stakes (opens the original)
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Amongst the tidal wave of mergers and acquisitions washing over the advice sector, there's something I'm noticing. Plenty of the deals don't actually seem to be acquisitions at all. What they really are is firms selling small chunks of themselves, rather than lock, stock and barrel. This apparent trend towards purchasing minority stakes might look like the worst of both worlds to some sellers. Advice firm owners might find themselves giving away control, without finding themselves much closer to
An adviser wants to leave. Should you let them? (opens the original)
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It's every advice business owner's nightmare. A top-performing planner says they want to strike out on their own or, worse, join a competitor. Should you let them go? Are you allowed to stop them? And what happens to the clients? In principle, it seems like the client - and the adviser - might know best about where their new home should be. After all, they're the ones who have known each other for years, understanding all of their personal and financial circumstances and hopes and dreams for the
Rathbones' FCA woes prove the perils of M&A integration (opens the original)
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Mergers creating a £100bn wealth powerhouse don't happen every day. So when Rathbones announced it was joining forces with Investec Wealth & Investment in April 2023, there was understandable excitement. Fast forward a few years, and, last month, the combined firm's shares fell nearly 20% in a day. So, what happened? In short, news broke that Rathbones had agreed to stop taking on certain clients and stop others adding to their accounts after the Financial Conduct Authority probed the business.
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