This poll aims to gather insights from financial advisors about their clients' cash holdings, the investment case for cash in 2025, and the role of cash in long-term investment strategies.
This poll aims to gather insights from financial advisors about their clients' cash holdings, the investment case for cash in 2025, and the role of cash in long-term investment strategies.
89% of assets given green light
'AI should be used to enhance, not replace, human engagement'
Firms look to joint brand relationships
Banks ‘uniquely positioned’ to provide advice to mass market
From ‘future theme’ to investment reality