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.
Bowmore Financial Planning research
Combines Defaqto and RSMR expertise
Firms look to joint brand relationships
Banks ‘uniquely positioned’ to provide advice to mass market