Articles tagged "Gary Zimmerman"
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Phones at RIA cash managers 'ring off the hook' amid yield crunch and MaxMyInterest pulls rabbit out of hat -- keeping rates on FDIC cash near pre-cut levels
Though StoneCastle, Flourish, and Galileo offer low rates, inflows soar higher because cash is king as Gary Zimmerman promises to keep Max soaring -- but B2C Wealthfront and Betterment banks? Not so much
April 3, 2020 at 11:20 PM
Wealthfront adds staggering $1 billion to its robo-bank in 'less than a month', but critics say it's treading the line, again, on possible conflicts of interest
CEO Andy Rachleff's made a smart move -- short-term, for sure -- but the two months come with a big asterisk and cultural, business model and marketing pivot may cause longer-term headaches
April 26, 2019 at 2:20 AM
What Tom Bradley's first post-TD Ameritrade gig says about him is interesting and his specific MaxMyInterest robo mission, more so
The non-competed New Jersey exec gets a piece of the action and much boils down to signing a wirehouse, an RIA custodian or an LPL
April 9, 2018 at 5:32 PM
Citi exec 'accidentally' invents cash-robo with 400 RIAs as distribution channel
Gary Zimmerman scrambled in 2009 from Tokyo to shield millions in uninsured cash, leading to MaxMyInterest, which RIAs now use to automate process of getting $5 million under FDIC protection -- and often earning an extra 100 basis points in the bargain
December 7, 2017 at 8:00 PM
NAPFA is small, pure and aching for an elevator pitch -- but the perfect place for NYC-based MaxMyInterest to debut
Amid the din of an otherwise predictable Midwestern JW Marriott event, a different kind of robo got swarmed by the advisors wearing halos
