Client Cash: Mapping an Underexplored Opportunity
Sponsored Content Research / WMIQ Client Cash: Mapping an Underexplored Opportunity Ninety-two percent of advisors report that their clients have expressed interest in HYSAs. 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.
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Originally posted on: https://www.wealthmanagement.com/research-wmiq/client-cash-mapping-underexplored-opportunity