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Holding client cash in a fee-exempt money market account, enabling advisers to show clients a lower blended fee across all assets
"We have a money market account with Flourish — a broker-dealer just for RIAs — for cash they don't get billed a fee on. But if the cash is principally protected and they're earning cash on it, we can explain to them, hey, you've got $1.8 million, $300,000 i..."
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