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.
'Bonds should not be doing all the defensive work'
'A well-balanced portfolio should also take in the broadest possible range of growth opportunities'
Advice hurdles pose as push factors but plenty of pull factors too
Changes to CGT would have ‘clear implications for wealth planning’
‘It has shifted the timing and focus of conversations’