Remember cash? Surprising developments in a ‘forgotten’ asset class

Thurs, Oct 11 | 4:00pm-5:00pm ET

Years of near-zero interest rates relegated cash to a minor role in investors’ portfolios. But the winding down of post-crash policies have been accompanied by a rise in short-term rates — casting a spotlight on the approximately $4 trillion in cash now sitting uninsured at banks and the $3.2 trillion earning no interest. 

In this timely webcast, leaders in the field of cash management will explain why advisors should re-examine how they think about cash in client portfolios, and how to manage it. Advisors will learn:
  • How cash returns can be higher than those from dividends
  • The way government guarantees can be greater than expected
  • Why clients appreciate a focus on cash
  • How smarter cash management unlocks greater client wealth

Accepted for 1 CE Credit by the CFP Board.  

CE Credit is not available for on-demand viewing.  


Panelists
 
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Eric S. Lansky
President,
StoneCastle Cash Management, LLC
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Kyle McAndrew
Vice President,
StoneCastle Cash Management, LLC.



Moderator
                                                                                                                       
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Evan Cooper
Executive Editor,
InvestmentNews Content Strategy Studio











Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing. For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by Investments & Wealth Institute®, formerly IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

Please contact us at info_cecredits@investmentnews.com if you have any questions.


 

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