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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.