Page 12 - Your Profession News Today

OpenMoney has updated its online advice proposition by launching a fully-automated annual review service for customers, prompting them to update financial details, investment goals and risk preferences at least once a year.

The Chartered Insurance Institute (CII) has launched its ‘Shaping the Future Together’ consultation, encouraging members to have their say on the professional body's strategy.

In response to the launch of the CII’s 'Shaping the Future Together' consultation on Friday, the Personal Finance Society (PFS) said it regretted that the Chartered Insurance Institute (CII) did not engage with the PFS Board to draft the document together.

The All Party Parliamentary Group (APPG) on Insurance and Financial Services has published a report into financial crime within families alongside the Financial Vulnerability Taskforce.

Professional Adviser is proud to reveal all of the winners from the Women in Financial Advice Awards 2021.

NatWest-owned wealth manager and private bank Coutts has revealed it will be launching in Scotland.

Clifton Asset Management has completed the acquisition of Leonard Gold Financial Management in the first of several deals it hoped to close by the end of the year.

In his latest financial wellbeing column for Professional Adviser, Chris Budd questions whether the client objectives that most advisers record really are objectives…

Quilter has revealed its review of Lighthouse defined benefit (DB) transfer advice has now moved beyond advice given to steelworkers and has set aside an extra £7m to cover the compensation costs for unsuitable advice given to clients of the firm.

A total 141 restricted advisers who worked for Quilter Financial Planning have left the business in 2021, as Quilter shifted its focus towards adviser productivity.