Latest News - William Robins
10 fund managers making a mark in our performance ratings
Managers moving up our ratings and favoured by advisers featured in our magazine
Merian’s Heslop takes a hit to avoid being 'whipsawed'
Despite suffering from the consequences of volatility last year, Merian’s Ian Heslop’s delayed reaction to oscillating markets may be paying off
National names partners under employee ownership plan
AIM-listed national advice firm Kingswood has created a roster of partners and managing directors as part of a newly-created employee ownership model
Platform research: digging the details on Novia
Novia is looking for fresh investment to help it grow, but what sort of advice businesses are using the platform right now and where does it fit among its rivals in the market?
Can ESG funds invest in 'controversial' SJP?
St Jame's Place has attracted criticism from competitors and the press for its costs and charges, but does this matter to an ESG manager?
Bosses who jeopardize DB schemes to face jail
Company executives will face criminal charges if they mismanage defined benefit pension schemes, the government has announced
Nearly one million over 55s caught by pension tax trap
Data from HM Revenue & Customs has revealed 980,000 over-55s who used the pension freedoms between 2015 and 2019 have been caught by the MPAA, The Financial Times reports
Astute tax planning has a real impact on clients' lives
Unlike the contrived investment schemes used by celebrities to artificially reduce their tax bills, the case studies we see typically revolve around more relatable aspirations, writes Will Robins
Editor's note: Advice allowance can solve FCA's pension problems
The PAA is a good idea, but needs to be properly positioned, properly promoted and properly understood. And if all that happens it could drive accessibility to advice and drive competition. I have boiled it down to seven key calls to action
Sipp 'mis-selling scandal' hits national news after 10yrs of warnings
The Sunday Times calls it the ‘dawn of a new mis-selling scandal’ but the gathering pace of claims against Sipp providers is just the culmination of years of warnings