Cash

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

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.

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

RIAs are putting clients on the sidelines as they expect global equities to slump into a bear market.