Cash

Even as interest rates fall, investors keep piling into money market funds. Advisors think many could be putting their money to better uses.

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.

A Tik Tok trend is helping some consumers to save more and spend less.

Only Charles Schwab out of a dozen major wealth management firms answered a series of questions about their clients' increasingly important liquid assets.

Cash sweeps are lucrative to brokerages and custodians, but not to clients. Here's what financial advisors should know about how they can get greater yield for clients' liquid assets.

The hybrid structure confers higher contribution limits, allowing savers nearing retirement to quickly build up balances.

Turmoil is a time for independent advisors to show why they're worth it.

Firms across the industry are scrambling to assuage client fears, while others are taking advantage of the frenzy to attract talent. Meanwhile, some advisors are using the moment to reassess what they want professionally.

A behind-the-scenes business, cash management services for advisory firms and affluent clients are in the spotlight following the Silicon Valley Bank and Signature Bank implosions.

Liquid assets have often ended up at big banks or in sweep programs, which look much less attractive for clients' yields every time the Fed raises interest rates.

A little-noticed change to "overflow" money will push down customers' yields at a time of rapidly rising interest rates — unless they opt out.