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Are advisors seeing only the tip of the cash iceberg?
Poll of 750 high-net-worth advisors finds clients’ need for cash management could be a competitive edge and a relationship touch point.
Flourish Cash increases FDIC coverage, interest rate to meet advisor demand
Independent advisors can use Flourish to offer clients 5% APY on cash and up to $10 million in FDIC insurance.
Capturing more wallet share with cash
Yields on cash offerings are higher in current market conditions, a trend that has attracted investors' attention.
Waning confidence in banks creates opportunity for advisors to manage clients’ cash
Just 59% of households surveyed indicate they're confident about the stability of the banking system, creating a tailwind for fintechs that help advisors offer cash management.
Redtail integrates with Flourish, Morningstar partners with Asset-Map
Cash management fintech Flourish can now pull client data directly from Redtail's CRM system to prefill application forms, while Morningstar will integrate Asset-Map client engagement technologies.
MassMutual to buy cash management platform Flourish
The acquisition, slated to close early next year, addresses the 2020 industry shift toward technology-enabled financial planning
Envestnet adds cash management tools for RIAs
Independent advisers can help clients set up cash accounts to meet budgeting goals within the Tamarac platform
