Industry Voice: Are advisers missing an income opportunity?

Exclusive report from Flagstone explores cash opportunity

Sarka Halas
clock • 1 min read
Is the role of cash in portfolios changing?
Image:

Is the role of cash in portfolios changing?

How are advisers' views on the investment case for cash changing and what is new income opportunity in the asset class?

Investors are now holding more cash than ever as interest rates rise and the haven appeal of cash remains attractive.  

There will be significant tailwinds supporting the investment case for cash in 2023, as financial advisers and wealth managers say that cash allocation is set to grow over the next year. 

But are advisers missing out on the opportunity to generate more income for their clients?

Currently, some cash deposit platforms and providers offer rates as high as 4.51% on cash holdings. Yet around 82% of advisers' clients who are nearing retirement or already retired tend to hold around 16% to 17% of their wealth in cash - typically in a bank-led savings account.  

Cash platforms remove the increasing complexity and options around where to invest cash. They also give investors an income opportunity through access to a variety of savings accounts and - depending on the platform - exclusive and market-leading interest rates.   

Gain valuable insights into advisers' evolving perspectives on cash and discover where they can strategically capitalize on the cash opportunity in this exclusive report brought to you by Flagstone.

Don't miss out on the latest information on how advisers are navigating the changing landscape of cash investments.  

More on Investment

Alec Cutler: The swinging pendulum of investor sentiment

Alec Cutler: The swinging pendulum of investor sentiment

Exploring how investors view the ever-changing energy market

Alec Cutler
clock 05 February 2025 • 4 min read
FCA to cut corporate bonds red tape to drive greater retail investor and wealth manager access

FCA to cut corporate bonds red tape to drive greater retail investor and wealth manager access

Move intended to boost UK growth

Linus Uhlig
clock 31 January 2025 • 2 min read
Partner Insight:  Future-proofing your business:  The case for investment outsourcing

Partner Insight: Future-proofing your business: The case for investment outsourcing

Schroders' Jamie Fowler and Philip Chandler explain why outsourcing is a proactive strategy that can transform your advisory business.

Schroders
clock 31 January 2025 • 2 min read

In-depth

Acquisition analysis: The top five biggest M&A deals in 2024 by AUM

Acquisition analysis: The top five biggest M&A deals in 2024 by AUM

Nucleus’ buy of Third Financial tops the table

Isabel Baxter
clock 30 January 2025 • 4 min read
Israel-Gaza ceasefire: Implications for UK investors and financial advisers

Israel-Gaza ceasefire: Implications for UK investors and financial advisers

Sahar Nazir explores how geopolitical tensions and resolutions impact UK investors

Sahar Nazir
clock 27 January 2025 • 4 min read
SJP at a crossroads: Can CEO FitzPatrick reinvent the wealth giant for a new era?

SJP at a crossroads: Can CEO FitzPatrick reinvent the wealth giant for a new era?

First year marked by challenges and change

Sahar Nazir
clock 17 December 2024 • 11 min read