What is a cash deposit platform?

What is a cash deposit platform?

With the rise of financial technology, cash deposit platforms are becoming a more popular way to manage cash for individuals, businesses, and charities alike. To put it simply, a cash deposit platform is like an online shop for your clients’ savings. It is designed to...
Choppy waters: overcoming investor anxiety

Choppy waters: overcoming investor anxiety

As 2023 gets underway and we look to the future, these are nervous times for many advisers’ clients. With little relief from the news that seems to dominate the economic outlook, some clients will seek to escape the turbulence by selling their investments. But there...