KEEP by StoneCastle

Morgan Ludovico discusses how advisors can tap into cash as a powerful driver of organic growth.

Cash is not passive. It’s strategic. #cash #advisors

We explore a strategy employed by RIAs to augment their growth prospects by helping clients to seamlessly increase yields on their cash

The importance of cash management for advisors and the unique advantages offered by StoneCastle’s solutions. #advisors

RIAs are stepping in and taking direct responsibility to offer these clients innovative solutions that add value beyond just getting a better rate.#advisor

Solutions like FICA For Advisors allow advisors to leverage cash outside of a retirement account – a risk-free asset class. #retirement #cash

By leveraging StoneCastle Cash Management, advisors can effectively integrate a risk-free asset with some income-generating prowess.

The cash phenomenon, and how it has served advisors so well in increasing AUM, while enhancing client value. #advisors

Doug and Eric talked about the current environment and why cash is becoming more relevant than ever for advisors. #cash

Blame rising bond yields or slumping equities. Either way, cash – a long-ignored asset class – is back. #cash #advisors #investing

With that in mind, now is an ideal time for advisors to up their client service games and bring more value to wealthy clients. #cash

The opportunity advisors are missing when they don’t talk with clients about their cash positions. #cash #finance #wealthmanagement