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Cross-Border Views

Profile: UBS' robo boss on what his tween can teach the industry

Co-head of UBS SmartWealth Shane Williams explains the simple life lessons missed by the first wave of robo pioneers

Adviser profile: Tom Wilcox-Jones of White Oak Financial Planning

Proud Welshman Tom Wilcox-Jones last year decided to escape the rat race and return home for the sake of his young family. With the help of former colleagues he has started a new chapter with White Oak Financial Planning.

Profile: defining the benefits of LDI for private clients

Peter Doherty recently went finance-sector viral after sharing his bracing views on investment consultants.

Adviser Profile: Stefan Fura of Furnley House

Stefan Fura has guided Furnley House into a strong position, doubling income in the past two years. Now the keen football coach wants to mentor the next generation by promoting advice and pitching the value of financial education

Investors lose millions from online investment scam

Investors in binary options have seen their losses rocket by 400% over the last six years.

Adviser Profile: Keith Churchouse of Chapters Financial

Keith Churchouse already has reason for Christmas cheer as Chapters Financial continues to grow at an impressive rate. He now wants his revamped robo-advice proposition to deliver the gift of advice to the masses

Profile: JM Finn on why the future is with financial planners

There is a lot of work on pension consolidation and Sipps have been a big driver there, says JM Finn chief executive

Adviser Workshop: How to help clients plan for their child's wedding

Amyr Rocha-Lima and Lena Patel discuss the advice they offer to clients preparing for their children's big day

Adviser Profile: Helen Howcroft of Equanimity IFA

Helen Howcroft says going solo at Equanimity IFA was a huge learning curve. But possessing a strong work ethic and having overcome an acrimonious divorce, she is perfectly placed to advise her client bank

Profile: RC Brown's father and son team on generational change

‘I only go to the office once or twice a week now,’ says RC Brown founder and chair Bob Brown.