KEEP by StoneCastle

Wishing our partners, colleagues, friends and families a very happy and safe?Thanksgiving Day. #Gratitude #Thankful?

We are excited to share that we have officially rebranded FICA For Advisors to KEEP by StoneCastle?—a brand that embodies safety and protection for your clients’ cash. KEEP—the safest room in the castle—is our commitment to the advisor community in helping you to attract, retain, and protect clients’ large cash balances through A better savings account?. Why the Change? FICA For Advisors helped introduce our institutional Federally Insured Cash Account (FICA) to RIAs back in 2017, establishing credibility and ease in positioning our insured cash solution. This is evidenced by the support of more than 500 advisory firms and billions under administration. While FICA is ubiquitous in the institutional space, we wanted to have something that exemplifies our commitment to, and resonates specifically with advisors and by extension, your clients. Why KEEP by StoneCastle? KEEP captures the core benefit of our offering—security and protection. Historically, in stone castles, the “keep” was the safest, impenetrable room, a sanctuary where treasures, families and their heirs, and the kingdom’s most valuable assets were protected. Similarly, KEEP by StoneCastle, through its fortified deposit network, offers unmatched security for the lifeblood of your clients’ financial well-being—their cash.?KEEP has a natural tether to the StoneCastle name to honor our legacy and reinforce the stability offered by our deposit network since 2009. And the KEEP name instantly creates an incredible versatility in articulating the cash message to advisors with a meaningful storyline that is memorable, engaging, and clearly evokes the key tenets of cash when speaking with clients, especially UNHW/HNW clients. It makes you want to ask them, “Where do you keepcash?” KEEP Moving Forward: It's Not Just a Name Change This rebrand goes beyond a new name; it brings enhanced capabilities through our advisor portal, helping to “keep watch” over client deposits with more efficiency and ease. It’s a more functional dashboard for prospecting, administration, communication, referrals, and education. It is also the new foundation for exciting upgrades we are announcing in the coming months. As we look to 2025, we are committed to enhancing our technology and making the KEEP experience even more seamless for advisors and their clients. A special thank you to our advisor clients for your partnership and feedback. We’ve been enjoying seeing the “aha moment” on many of your faces when we share what the KEEP name means and represents. Your immediate enthusiasm for using the word 'Keep' in conversation suggests we’ve struck on something more than just a sound product—it carries a feeling, not just a name, making it truly memorable. We appreciate the feedback (good or helpful), so keep sharing! Keepcash.com

Stay tuned—our exciting transformation is being fortified, and we wanted to KEEP you in the loop! #keepcash

Almost ready to share what we've been working on! #keepcash

Don’t miss our exciting news! Keep checking back. #keepcash

The recent, seemingly quiet failure of a small bank in Oklahoma serves as a stark reminder: uninsured deposits are at risk, and depositors can be left in limbo, uncertain if their money will be recovered. While this event flew largely under the national radar, the impact on those with uninsured deposits is real. Advisors, now is the time to ensure your clients' funds are fully protected. If this had been another Silicon Valley Bank situation, the consequences would likely have been more widespread. Add to it that regulators have said that securing uninsured deposits going forward will be addressed, “on a case-by-case basis”. Don't take that chance—speak with your clients today to confirm they have no uninsured deposits at risk at any bank. #ficaforadvisors #cash #bettersavingsaccount advisor.cash https://lnkd.in/eESvvzDK

We're at the Ascend 2024 conference in Minneapolis today! Stop by our booth (#11) and say hello to Morgan Ludovico and Starla Hendricks. #FICAForAdvisors #Bettersavingsaccount #Protectmorecash Advisor.cash

We are excited to be exhibiting at?Ascend 2024! Stop by our booth (#11) to say hello to?Morgan Ludovico?and?Starla Hendricks?and learn how?#RIAs?are driving organic growth by protecting more of their client’s held away?#cash.?#ficaforadvisors #bettersavingsaccount #FPAofMN

It may seem counterintuitive, but as interest rates fall, the importance of having a #cash strategy rises, especially one that supports your #organicgrowth goals. Regardless of the rate environment, historical trends reveal clients hold significant #cash balances, often outside their advisor’s view. From financial crisis, through pandemic, through record high Fed Funds rates, HNW clients’ household allocation to #cash consistently averages above 20%. In our latest #FICAForAdvisors Cash Update read why it is critical for #RIAs to engage clients in conversations about their #cash strategy now.?? https://lnkd.in/eFFzdqfP

We are excited to be exhibiting at Wealthcare’s 2024 Advisor Conference in Orlando! Stop by our booth today and say hello to Claire (Pullen) Zenoni and Alison Sinicropi to learn how #RIAs are driving organic growth by protecting more of their client’s held away #cash with #FICAForAdvisors.?