Victoria Bell

Head of Calton Wealth's Evergreen told Citywire's Advice Show that advice firms are missing a trick by not hiring trainee advisers.

Head of Calton Wealth's Evergreen told Citywire's Advice Show that advice firms are missing a trick by not hiring trainee advisers.

Some say you can’t go wrong with food, others send post-box cocktails or wine. How do you show clients appreciation with a gift?

A letter, seen by Citywire to an adviser working on claims, said that due to the large number waiting for assessment, it has a backlog.

Exclusive: The wealth manager received permission from the FCA yesterday, it announced.

Platform One CEO Alex Cowan-Sanluis talks to Citywire’s Advice Show about the regulatory challenges of implementing AI and what advisers should be operating their own platforms.

Coutts, owned by Natwest, now asks that clients have £3m available to either invest or deposit as cash savings.

Ian Partington built Third Financial, now he's building a new custody solution joining the ring with the other modern challengers to the legacy platforms.

Exclusive: The provider has also signed up to FNZ’s new Select proposition which gives it priority for new platform features.

The issues has led to clients receiving late payments, or being paid twice due to manual overrides clashing with automated systems which in some cases has led to tax implications.