Cash Sweep: A Cost of Doing Business Or A Fiduciary Breach?
In December 2019, the CFA Society of Washington, D.C. held a Cash Sweep event to discuss how our industry addresses low yields on cash at various custodians. Kevin Galvin was invited to speak at the event, as well as, Davis Beckworth and Joshua Olds.
Kevin discussed how Hopwood Financial Services, as a Registered Investment Advisor, utilizes different methods of cash management to ensure the client’s best interest is front and center.
To learn more about this event please visit the links below: