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Cash balance plans
How to earn higher yields on cash holdings
Advisors should not overlook client savings accounts as idle funds.
Head of business development
Why advisors are turning to cash balance plans
Their use has jumped 1,035% with assets topping more than $1 trillion.
Kitces: Managing clients’ cash cravings
New research suggests we’re hardwired to crave substantial liquid reserves, but advisers can blunt it — if not outright quench it.