Insights from WMIQ and Flourish
| A new study of financial advisors, conducted by Wealth Management IQ and Flourish, reveals a growing awareness of cash's significance and potential opportunities in cash management. The report highlights: |
| Cash's resurgence as an asset class, driven by rising interest rates since March 2022. Advisors recognize the gap between perceiving cash advising as their responsibility and offering specific cash management solutions to clients. High-net-worth clients hold more cash than advisors estimate. |
|
|
|
| | Periodically, WealthManagement.com will inform you of special events, products and other offers that we believe you will find helpful in your business or career. To STOP receiving promotional e-mails from WealthManagement, please click here.
WealthManagement | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158 | Privacy Statement | |
