Insight and news for financial advisers

With global markets in turmoil, safe haven assets like gold and cash can offer stability. Learn how these investments help protect your portfolio during times of economic uncertainty.

We explore how interest rates have followed inflation fluctuations, and how current forecasts make fixed-term savings accounts an attractive choice.

We explore the main themes creating uncertainty in the global economy, and why cash is a secure and competitive investment choice.

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.   

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

In our latest Adviser Exchange article, we speak with Abigail Ford, Senior Adviser at Dyer & Co. Wealth Management Ltd, and Barry Sime, an Independent Financial Adviser at Fairstone Group.

In a twist to our Adviser Spotlight series, we spoke to two groups of advisers about their views on the cash savings market today.