Advising on cash – what is in it for financial advisers
Cash is often overlooked in advisory discussions due to low interest rates, yet the market's size holds untapped potential. Our report outlines five reasons advisers should prioritise cash solutions.
Date published: 22 February 2022
Cash can often be overlooked when it comes to advice and management, with low interest rates discouraging advisers to talk to clients about their savings.
It may seem unrewarding at face value, but the size of the market presents a huge opportunity waiting to be seized.
Offering cash solutions supports client retention and acquisition in many ways, so there is no better time to consider this core part of client wealth. Our latest two-pager highlights five reasons why advisers should care about cash.
