Wealth Management: Galileo Empowers Financial Advisors to Build a Moat Around Their Clients’ Assets

With more than $9.5 trillion in cash set aside by consumers and small businesses for daily and emergency expenses, cash may be the opportunity that financial advisors need to add value, retain clients and capture wallet share. The new Galileo Securities Solution allows investors to make transactions directly against invested securities and benefits consumers dissatisfied with low returns on the cash assets they set aside for everyday expenses and short-term saving.

Galileo’s founder and CEO, Clay Wilkes, recently talked with Wealth Management about the Galileo Securities Solution and how cash management can be a game changing proposition for financial advisors.

Read the full Wealth Management article here.

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