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One year later, many clients have forgotten key lessons from the banking crisis
Just as diversifying investments improves risk-adjusted returns, so does diversifying cash.
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.
MaxMyInterest partners with eMoney to give planners access to high-yield cash accounts
MaxMyInterest's services will be available to more than 100,000 advisors using eMoney.
Bank failures spotlight cash management platforms
Financial advisors look for creative ways to keep client cash accounts from going over the $250,000 limit on FDIC coverage.
Fintech Bytes: RBC works with Salesforce, Wealthbox integrates with MaxMyInterest
A roundup of the week's top tech news, including MaxMyInterest integrating with Wealthbox, CapIntel's growth and Smarsh hiring new executives.
Higher yields on cash give advisers another asset allocation tool
The Federal Reserve's fight against inflation has turned boring cash accounts into top performers.