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.

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. 

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.