Wealth management opportunities

In the digital age, clients expect seamless service, with more than half of investors seeking improved digital offerings from their wealth managers. Their needs are also becoming more complex, often requiring input from multiple professionals.

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.

The financial industry is experiencing a seismic shift driven by financial technology. Including everything from digital payments to robo-advisors, ‘fintech’ is reshaping the delivery of financial services and clients’ expectations.

With research suggesting a 30% surge in demand for professional guidance by 2028, it’s a golden opportunity for Independent Financial Advisers who are ready to adapt. We explore what’s changing. 

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.

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.

Cash is often sidelined in investment discussions, leading to idle deposits with minimal returns. Discover why addressing this inertia can unlock valuable interest income for clients.