The Hidden Risks in Cash-Sweep Accounts
Update: 2024-04-18
Description
Let’s explore the world of cash. One year after the collapse of SVB, fiduciaries need to understand the cash management platforms on the market, including the fine print that can make or break a client relationship. The right platform will help the advisor provide more holistic advice and grow their AUM organically. My guest will discuss what advisors need to know about cash sweep accounts and how advisors can evaluate different platforms. We hope to provide a better understanding of the cash management landscape, the inherent conflicts of interest that occur, and how to talk to clients about cash.
Show Resources
Here are some links to learn more about Gary and MaxMyInterest:
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
