Tag Archives: #Cash

Episode 184 – The Cash Resurgence: Advisors’ Secret Weapon with Frank Bonanno

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

In this podcast, Frank Bonanno, Managing Director at StoneCastle Partners, LLC, provides insight into the importance of cash management for advisors and the unique advantages offered by StoneCastle’s solutions.

Topics also discussed:

  • The resurgence of cash as a favored asset class and how advisors are using it to grow assets under management.
  • The impact of recent market developments on cash strategies and advisors’ approach to managing client cash.
  • The factors driving the renewed interest in cash, including competitive interest rates and safety concerns.
  • The benefits of addressing clients’ held-away cash
  • The opportunities for advisors to expand their client base by addressing the cash needs of businesses, boards, nonprofits, and other organizations.
  • How StoneCastle’s approach to cash management, with FDIC-insured deposits and competitive rates, sets it apart from other options available to advisors.

Resources: 

advisor.cash by StoneCastle

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Episode 73 – It’s Time to Talk About Cash – With Frank Bonnano

Advisorpedia, Finance, Industry Innovators, Power Your Advice, , , , , , , ,

Frank Bonnano is a managing director and head of marketing at StoneCastle Partners, LLC. Stonecastle provides stable, cost-efficient funding to bank throughout the U.S. and harnesses this demand to create unique fixed-income cash products for institutional depositors.  

In today’s episode, Doug & Frank talk about a subject we have not discussed on our more than one hundred podcasts at Advisorpedia – cash and how advisors can take advantage of it in their clients’ portfolios. They also discuss:

  • The opportunity advisors are missing when they don’t talk with clients about their cash positions
  • With interest rates starting to edge back up, is cash back in play as an asset class
  • Can Advisors grow their business through cash
  • Why advisors should feel comfortable taking a sell down
  • StoneCastle’s FICA Impact product, and how it benefits local communities.

Resources: StoneCastle Partners, LLC

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