Insight and news for financial advisers

Consumer Duty reinforces the need for advisers to deliver positive outcomes. With clients holding record cash balances, this often overlooked asset gives an opportunity to strengthen relationships by delivering lasting value.

UK SMEs are missing out on over £7.5bn in annual interest by holding cash in low-yield accounts. Advisers can help their corporate clients grow reserves, protect against inflation, and boost flexibility by moving funds to platforms like Flagstone.

We explore how a laddered savings portfolio can help your clients grow and protect their cash while making you a trusted adviser.

How people manage their cash can be driven by fear, comfort, or the need to control. We look at the psychology behind it – and how advisers can use those insights to strengthen client trust and wellbeing.

The Great Wealth Transfer is reshaping financial advice. Flagstone's Claire Jones explores how advisers can protect clients’ cash, navigate family dynamics, and use smart tech to turn complexity into opportunity.

Navigating different life stages and market changes in portfolios can be tricky – but with the right preparation and open communication, advisers set themselves up for an easier journey supporting their clients with expected and unexpected change.