Cash

Sora Finance will continue to operate as a standalone offering for roughly 12 months while Flourish develops a combined deposit and lending solution.

Starting next year, all of its existing RIA non-retirement clients' cash balances will be moved from higher-yield money market funds to FCASH — a lower-yield cash management product.

The surprise announcement of their exit distracted from some record metrics and the firm's indication that it will be keeping its cash sweep yields the same.

With rate cuts still on the horizon, some advisors wonder if it's time to look for returns beyond high-yield savings and money market accounts.

Last year, almost $1 trillion flooded into money market funds. Here are the 20 that have grown the biggest.

Cash may feel safe on a visceral level, but it is not a risk-free asset in terms of preserving real value on a long-term portfolio.

Products with much higher yields than sweep, checking or savings accounts are available, but research suggests some advisors are missing the opportunity.

Cash is making a resurgence in financial planning, offering both advisors and clients the opportunity to grow.

Two experienced chief investment officers break down the reasons clients are keeping their cash out of the conversation, and why advisors should work to crack the code.

There are ways to keep cash balances fully insured and fully liquid — and brokered deposit programs may not be one of them.