Wealth management opportunities

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

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?

66% of advisers now guide their clients’ decisions on cash. That’s a 21% increase in just three years. Here’s why. In fact, here’s five of them.

We're proud to feature in IFA Magazine, discussing the power of cash and how leveraging cash deposit platforms can provide advisers with a distinct competitive advantage.

The end of the tax year can be a busy time for financial advisers. But in the middle of all the scramble of paperwork and client requests for help, it also provides a golden opportunity to talk about maximising their cash potential.

In a digital-first world, investors demand 24/7 access and seamless control. Our report explores top trends in cash management tech to help advisers deliver exceptional client experiences.

With interest rates on the rise, savers should consider the potential returns on their money when choosing where to invest it. Simon Merchant, Co-Founder and CEO of Flagstone, shares his insights in this interview.

Amid economic uncertainty, advisers should highlight cash as a strategic investment. Proactive discussions can help clients capture high interest rates, enhancing wealth growth and protection.

Over the next 20 years, £1 trillion will be inherited by younger generations. Here are three essential strategies from our cash report to help maximise this historic wealth transfer.