FTAdviser

FTAdviser

6/20/2025, 11:49:40 AM

Brett Gardner had concerns about his age when he joined the profession due to being fresh out of school. He tells us one of his first concerns was how he would be perceived by his colleagues. But he says his youth also provided several benefits that allowed him to become a better and more efficient adviser. Read more: https://on.ft.com/3G8iAUD

FTAdviser

6/19/2025, 8:34:50 AM

Henderson European and Fidelity European plan to merge to create a £2.1bn trust. A pair of Stock Exchange notices this morning revealed the boards of the two trusts have agreed the terms of a proposed merger. It comes after a number of shock resignations at Janus Henderson. Read more: https://on.ft.com/4k0Es2l

FTAdviser

5/22/2025, 12:58:06 PM

Creating a neuroinclusive environment at work benefits everyone, according to Kate La Trobe. She said there were many winners when firms get it right: the employees and their parents, as well as their colleagues and ultimately the business’s bottom line. Financial services businesses in particular stand to benefit as the analytical and rules-based work tends to suit people who identify as being on the spectrum. La Trobe shares practical tips to make your business neuroinclusive. Read more: https://on.ft.com/3H49Y1z

FTAdviser

5/30/2025, 10:08:11 AM

While there are reasons to be concerned about the outlook for the US economy, the outlook for the consumer “is looking pretty good”, according to Jeffrey Cleveland, chief economist at Payden and Rygel. He said while there is much uncertainty around what the final outlook for US tariff policy will be, and there were signs of a gentle slowdown in the jobs market, “the hard data related to the US consumer is pretty good”. Read more: https://on.ft.com/4kfkamt

FTAdviser

5/28/2025, 8:13:15 AM

St James’s Place advisers cannot practically sell their business to a firm outside the group, despite now facing a discount of up to 45 per cent in the value of their businesses if they don’t. The drop in practice valuations is particularly impactful given the interest rate on loans made by SJP to advisers is calculated at 3.75 per cent over the Bank of England base rate. Read more: https://on.ft.com/4mAvSJW

FTAdviser

5/23/2025, 10:54:00 AM

Clients of the Investec Wealth & Investment business acquired by Rathbones in April 2023 have pulled a total of £834mn of assets from the combined company over the past six months. Rathbones said one large but “low margin” client withdrew their assets. Around 90 per cent of the Investec clients have now been migrated over to the Rathbones technology and systems. Read more: https://on.ft.com/44Rt98H

FTAdviser

5/27/2025, 11:12:45 AM

US Treasuries have fallen on the back of Donald Trump’s tax cutting budget making its way through Congress and a downgrading of the US’s credit rating by Moody’s earlier this month. This could have an impact on UK mortgage rates down the line, which are already on the rise following higher than expected UK inflation data that week — but only if the Treasury yields prove to be sticky and lead to higher UK gilts as a result. Read more: https://on.ft.com/43gid3m

FTAdviser

5/20/2025, 11:48:52 AM

Private markets providers are fighting to get selected by private banks and wealth managers, in the race to get in front of retail clients. Bob Long, chief executive of Stepstone Private Wealth, says there is huge competition to be selected. “Almost all significant wealth management firms have increased their focus on private markets over the last few years," he says. Read more: https://on.ft.com/3H2UDy9

FTAdviser

6/3/2025, 11:09:16 AM

The investment lifecycle from accumulation to decumulation comes with many dilemmas but there are four key challenges in particular, according to Olivia Geldenhuys, head of investment specialists at Tatton Investment Management. These are: longevity risk, sequence of returns, inflation erosion, and behavioural biases. Read more: https://on.ft.com/4dOdxoX

FTAdviser

6/2/2025, 11:49:09 AM

Women in UK financial services - the newly formed Women’s Wealth Alliance needs you! The WWA, a working group of professional body the Consumer Duty Alliance, has launched a wide-ranging study to understand the pathways, opportunities and barriers to entry in UK financial services. The survey, which will be carried out for the Alliance by YouGov and is supported by Iboss, wants to provide a valuable picture of the career journeys and lived experiences of women in a wide range of roles across the wealth sector. Read more: https://on.ft.com/3ZJDMHb