Insight and news for financial advisers

The Bank of England has held the base rate at 4.25% amid high inflation and global uncertainty. But cuts could be on the horizon. Learn what you can do to protect and grow your cash today.

The new integration between Flagstone and intelliflo comes with many benefits for both advisers and their clients.

The Bank of England just cut the base rate for the second time this year. Here’s why it happened, what it means for your money, and what savers should do next.

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

As financial advisers navigate the complex regulatory landscape, technology offers a potential solution to enhance client engagement; but can excessive reliance on technology erode the personal touch that is essential for building client relationships?

The Bank of England's rate cut in February 2025 appeared to signal a shift in monetary policy. What does this mean for cash and your clients' savings decisions?

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.

How do advisers deliver a personal, proactive service without working 24 hours a day? How do they ensure clients always feel valued and supported? Our dedicated referral portal helps in three key ways.

A staggering 73% of IFAs say they’re likely to include AI-based applications in their advice process. Find out how AI can elevate your client service while maintaining the essential human touch.   

Mark Morford, Regulated Products Manager at CAF Financial Solutions Limited, explore how UK charities benefit from using the CAF Charity Deposit Platform – powered by Flagstone.

In our latest Adviser Exchange, Abigail Ford and Barry Sime discuss how clients approaching retirement can use cash strategically, and how platforms like Flagstone are improving efficiency and client outcomes.

Advisers Dominic Quibell and Ed Shardlow share insights on the cash savings market, their interest rate outlook, client cash strategies, and how tech is reshaping financial advice for future generations.