Flourish

Panel discussion

Cash Awakening: Exploring the CIO Perspective on Cash


December 8, 2023

Estimated watch time: 53 minutes

 

One of the most frequent questions we get from advisors across the 700+ RIAs we partner with is how Flourish Cash† works along money market funds, Treasurys, 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?

Watch 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 discusses 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 peel back the difference between Flourish Cash, money market funds, Treasurys, and other cash equivalents from both an investment and planning-oriented, behavioral perspective.

 

This material is provided for informational purposes only. The views and opinions expressed in this interview are those of the individuals being interviewed and do not necessarily reflect the views or opinions of the Firm. The inclusion of any external party in this webinar does not constitute an endorsement or recommendation by the Firm. The information provided is not intended as financial, investment, or legal advice and should not be relied upon as such. This feedback may not be representative of the experience of other customers, and is not a guarantee of future performance or success. 

 

About Flourish

Flourish builds technology that empowers financial advisors, improves financial lives and retirement outcomes, and delivers new and innovative investment options to advisors. Today, the Flourish platform is used by more than 700 wealth management firms representing more than $1.5 trillion in assets under management. Flourish is wholly-owned by MassMutual. For more information, visit www.flourish.com.

 

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Flourish is an online platform through which investors can access financial services and products. Flourish’s offerings 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. Flourish Crypto is offered by Paxos Trust Company, LLC, a New York limited purpose trust company regulated by the New York Department of Financial Services that provides custody and execution services for the Flourish Crypto accounts, and Flourish Digital Assets LLC, registered in New York as a commodity broker-dealer and provides website and other services and support for Flourish Crypto accounts. Paxos is not an affiliate of Flourish. Flourish Annuities refers generally to the annuity platform operated by Flourish Technologies LLC, where applicable, and to Flourish Insurance Agency LLC in its capacity as a licensed insurance producer providing insurance services related to such platform. Flourish Insurance Agency LLC does business in California under the name Flourish Digital Insurance Agency. An annuity is an insurance contract. Annuities shown on the platform are sold through Flourish Insurance Agency LLC, a licensed insurance producer, with offices in Jersey City, New Jersey, and are issued by one or more approved licensed life insurance companies. The Flourish entities mentioned above are affiliates. Flourish Cash, Flourish Crypto, and Flourish Annuities accounts are separate accounts and only assets in Flourish Cash accounts may be eligible for protection by the FDIC or SIPC. Please review the Legal section of our website, and the disclosures provided with each Flourish service or product, for further information. If you were introduced or invited to Flourish by an investment advisor or other third party, please be aware that, unless otherwise disclosed to you, they are not affiliated with any Flourish entity. The role of the investment advisor or other firm that invited you to Flourish may vary between different Flourish services and products, as further described in your terms of service. © 2024 Flourish. All rights reserved.

† A Flourish Cash account is a brokerage account 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. 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.