Flourish

Panel Discussion

Cash Awakening:

Exploring the CIO perspective on cash

Date and time

Tues. Dec. 5, 2023
1pm ET

Location

Webinar

 

Register to join us. 

 

One of the most frequent questions we get from advisors across the 700+ RIAs we partner with is how Flourish Cash1 works along money market funds, treasuries, and other cash equivalents in the advisor toolkit. How should today's CIOs think about "held-away cash" vs "portfolio cash" and everything in between? On Tuesday, December 5 at 1pm ET, Flourish will host Cash Awakening: Exploring the CIO Perspective on Cash, a panel discussion featuring:

  • Kristi de Grys, Chief Operating Officer/Chief Investment Officer, Merriman Wealth Management
  • Brian Spinelli, Chief Investment Officer, Halbert Hargrove
  • Justin Mack, Financial Planning Magazine (moderator)

The panel will discuss everything from how clients view cash, common use cases, how their firms are using Flourish Cash as part of a holistic advisory offering, and more. We'll peel back the difference between Flourish Cash, money market funds, treasuries, and other cash equivalents from both an investment and planning-oriented, behavioral perspective. Register below to join us for the live conversation.

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Flourish is an online platform through which investors can access financial services and products. The services and products offered through Flourish are provided by different entities and are subject to different terms, investor protections and risks. Flourish Cash is offered by Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank. Check the background of Flourish Financial LLC and its personnel on FINRA's BrokerCheck. Please review the Legal section of our website for further information. If you were introduced or invited to Flourish by a third-party investment adviser or other third party, whose name or logo may be shown above, please be aware that, unless otherwise disclosed to you, they are not affiliated with any Flourish entity. The role of the investment adviser or other firm that invited you to Flourish may vary between different Flourish services and products, as further described in the terms for each service or product. © 2023 Flourish. All rights reserved.

1 A Flourish Cash account is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. The cash balance in a Flourish Cash account will be swept from the brokerage account to deposit account(s) at one or more third-party Program Banks that have agreed to accept deposits from customers of Flourish Financial LLC. The accounts at Program Banks will pay a variable rate of interest.