Despite the persistently uncertain climate and the possibility of a slight increase in interest rates, stock markets nevertheless continue to offer strong growth potential.
Investors who keep too large a share of their savings in the HISA may be missing out on compelling growth opportunities.
Now is therefore a good time to review these clients’ asset allocation to ensure that their cash holdings are not slowing their progress toward their financial goals. By remaining heavily concentrated in the HISA, some investors may miss out on the long-term return potential offered by stock markets and diversified solutions.
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Over the next few days, some of you will receive a list of clients with more than $10,000 in the HISA via the Advisor Centre secure messaging system. The list will contain value-added information, including the sum of transfers that have already been made. Reach out to your clients now! 👇
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Highlight the value of your advisory role
With the arrival of the new cost disclosure requirements (TCR), which will appear for the first time on the December 31, 2026 statement, now is the right time to connect with your clients and once again demonstrate the value of your guidance.
To help you prepare for your meetings and, if needed, support a review of their investment strategy, equip yourself with the solid tools and arguments available in this toolbox:
