Years of near-zero interest rates relegated cash to a minor role in investors’ portfolios. But the winding down of post-crash policies have been accompanied by a rise in short-term rates — casting a spotlight on the approximately $4 trillion in cash now sitting uninsured at banks and the $3.2 trillion earning no interest.
In this timely webcast, leaders in the field of cash management will explain why advisors should re-examine how they think about cash in client portfolios, and how to manage it.
* Accepted for 1 CE Credit by the CFP Board.
Date: Thursday, October 11, 2018
Time: 4-5 PM ET
Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.
For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by Investments & Wealth Institute®, formerly IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.
For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.
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