Regions
Advice firms’ growth hampered by ‘limited marketing budgets’ and ‘outdated tactics’
A study by Unbiased found 44% of firms are restricted by limited marketing budgets
Latest news | 15 Aug 25
FCA claims ‘most’ insurer pension transfers completed within 20 days
The regulator said it found most life insurers transferred pensions in a reasonable timeframe
Titan Wealth revenues up 44% despite overall £44.8m losses
Titan reported a 44% rise in revenues in 2024, but losses before tax rose due to acquisition costs
Financial planning | 15 Aug 25
Raymond James adds $1.8bn 16-adviser team in the US
Raymond James has added a team of 16 financial advisers to its independent adviser arm, Raymond James Financial Services.
VIDEO: IA In the Loop Podcast Episode 6 – Ariel Amigo, Investors Trust
This video is Episode 6 in the ‘IA: In the Loop’ Podcast series, which is also as audio on Apple, Spotify and all good podcast outlets