The June 2023 report discusses how tighter bank lending has created opportunities for wealth managers to meet client liquidity needs. Wealth managers can offer five primary liquidity types, including securities-based loans and lines of credit, matching solutions to client profiles. Effective adoption requires advisor awareness, client education, and integration into advisory practices. Missed opportunities often stem from lack of communication or product access. By proactively addressing liquidity gaps, wealth managers can strengthen client relationships, capture lost business, and position themselves as strategic partners during economic uncertainty.

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