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.
Download the report to learn more.
