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.

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?

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.

The financial advice landscape is set for a shift next year, with a focus on personalisation, education, and adapting to changing circumstances. Here's a breakdown of the key trends.

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.

Cash deposit platforms are becoming a more popular way to manage savings. They have a number of benefits – explained here.

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.