Insights from Flourish and Wealth Management
| 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. |
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