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The Hidden Risks in Cash-Sweep Accounts

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Manage episode 413192934 series 2534328
Konten disediakan oleh Advisor Perspectives. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Advisor Perspectives atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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:


Learn all about the advantages of active strategies and how they are uniquely suited to the moment at VettaFi’s upcoming Active Management Symposium on May 16th. Go to etftrends.com/webcasts/alternatives-symposium-2024 to learn more.

  continue reading

443 episode

Artwork
iconBagikan
 
Manage episode 413192934 series 2534328
Konten disediakan oleh Advisor Perspectives. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Advisor Perspectives atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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:


Learn all about the advantages of active strategies and how they are uniquely suited to the moment at VettaFi’s upcoming Active Management Symposium on May 16th. Go to etftrends.com/webcasts/alternatives-symposium-2024 to learn more.

  continue reading

443 episode

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