Latest News - William Robins
Profile: Angus Jones of Clarity
Pilot Angus Jones is using the mathematical brains at Clarity to develop technology he hopes will disrupt the platform and planning worldsBy William Robins - 17 April 2019, 13:35
An insider’s view of SJP funds, fees & cashflow
A St James’s Place adviser offers NMA editor William Robins a candid view on what really goes on at the asset management giant, highlighting the challenge it poses to IFAs
How Quilter’s foundation is tackling social issues
The Quilter Foundation promotes financial careers among young people by building partnerships that invest in education
Editor's note: financial planning can be big business
Can a business truly train a large number of financial planners who really ‘get it’, and maintain that quality across thousands of clients and dozens of offices?
Frenkel Topping pins hopes on witness work after flat year
AIM-listed advice firm Frenkel Topping is hoping demand for its personal injury specialism will drive growth this year after 2018's figures came in flat
FCA insurance report finds 'significant potential for harm'
Insurance customers are purchasing inappropriate products, paying excessive prices or receiving poor service as the result of manufacturing, sales and distribution practices, the regulator has warned today.
Kitces: try charging a percentage of income for advice
Author and speaker Michael Kitces speaks to New Model Adviser about the new business models he hopes will secure the future of financial planning firms
Citywire 20: 10 IFAs share their memories from 1999
Citywire turns 20 in August. In the lead up to our celebration, we asked a cross-section of the financial planning profession to tell us what their worlds looked like two decades ago, and for some hindsight advice
Citywire 20: 'I learned to be an adviser with an aerobics instructor'
Darren Lloyd Thomas of Thomas and Thomas shares his memories from the past two decades.
HMRC reports loan charge suicide to police body
UK tax authority HMRC has reported the suicide of a person facing a new loan charge to its complaints body, the Financial Times has reported