About the on-demand webinar

With historic bank failures this year, the rising awareness of “uninsured deposits,” and the trillions more earning little to no interest at the bank, the topic of cash in the media and with high net worth individuals has become mainstream. Having the cash conversation in today’s market environment adds measurable client value, deepens relationships, and potentially uncovers a surprisingly large held-away cash opportunity. If you are not speaking with your clients about cash, someone else surely is.

In this webinar replay you will learn about:

  • The impact of rising rates, bank uncertainties, and new money market mutual fund reform regulatory restrictions
  • The held-away cash opportunity and competition for client deposits
  • Elevating the cash conversation with HNW individuals, business owners, and investors
  • Acervus Marketplace and StoneCastle’s partnership that provides unique cash management solutions to Addepar clients at no additional cost.

This webinar replay discusses the ever-changing cash landscape and how wealth managers and advisors can best realize new opportunities while helping clients save, earn, and protect more of their cash.



 

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Thursday December 1, 2022

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(6) Meeting Details - #details-section

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WEDNESDAY NOVEMBER 18TH

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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MEETING DETAIL 4

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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MEETING DETAIL 5

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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MEETING DETAIL 6

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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Thursday, December 1st

11:00 - 11:30 AM ET
8:00-8:30 AM PT

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(3) Showcase - #showcase-section

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WEDNESDAY, NOVEMBER 2ND

9:45 am

Speaker: Don Nilsson, Chief Product Officer, Addepar

Helping your firm grow with Addepar: Unlocking the Power and Possibility of More Informed, Data-driven Investing and Advice

Addepar’s culture of constant innovation is key to keeping its leading portfolio aggregation, analytics and reporting platform on the cutting edge of game-changing technologies in fintech. Chief Product Officer Don Nilsson will discuss some of the latest updates to the Addepar platform, including Trading and Rebalancing, Integration Center and the next evolution of the client experience, and explain how these tools enable financial professionals to spend more time delivering value to their clients.

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WEDNESDAY, NOVEMBER 2ND

11:45 am

Speaker: Don Nilsson, Chief Product Officer, Addepar

Helping your firm grow with Addepar: Unlocking the Power and Possibility of More Informed, Data-driven Investing and Advice

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WEDNESDAY, NOVEMBER 2ND

12:45 pm

Speaker: Don Nilsson, Chief Product Officer, Addepar

Helping your firm grow with Addepar: Unlocking the Power and Possibility of More Informed, Data-driven Investing and Advice

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Burin Poomchonghko

ACERVUS SECURITIES, INC
SR. RELATIONSHIP MANAGER

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Eric Lansky

STONECASTLE CASH MANAGEMENT
PRESIDENT

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(25) Member Section - #member-section

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NOTICE: Marketplace and brokerage services are provided by Acervus Securities, an Addepar company and SEC-registered broker-dealer and member FINRA/SIPC. Acervus Securities, Inc. is not acting as a municipal advisor and the opinions or views contained herein are not intended to be, and do not constitute, advice within the meaning of Section 975 of the Dodd-Frank Wall Street Reform and Consumer Protection Act. This email message, and any attachments, is not an offer, or solicitation of an offer, to buy or sell any security or other product. The recipient is responsible for evaluating any material herein and deeming suitability of investments for their clients. Financial product data is provided by our partners and is subject to change without notice. This email message is intended for Advisors and Professional Investors only. If you have received this communication in error, please destroy all electronic and paper copies and notify the sender immediately. Acervus Securities, Inc. reserves the right, to the extent permitted under applicable law, to monitor, review and retain all electronic communications traveling through its networks and systems. By messaging with Acervus Securities, Inc., you consent to the foregoing. Email transmissions cannot be guaranteed to be secure, timely or error-free. Please visit our disclosure page in conjunction with this message.

This webinar is for informational purposes only. It is not intended and should not be relied upon for investment advice, guidance or recommendation to purchase or sell any security or hold any investment strategy.

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