RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "StoneCastle"


Headline

Publish date


Ricky Illigasch: In addition to having a conversation … the advisor can take action.
September 18, 2024 at 3:58 AM

Adam Grealish: As we are near the end of the rate cycle, we need to offer a very attractive rate.

Altruist ups its game with new 5.1%, FDIC-backed cash accounts to lure RIAs, but the digital custodian is still a couple clicks shy of cash management disruption

Near to break even, the young LA custodian will sacrifice some revenue to compete and 'stand out,' but sweep accounts will remain cash cows.

March 28, 2024 at 2:00 AM

The Bank of Baroda is a source of high-yielding cash for Vanguard Group's new cash products in pilot.

Vanguard is now several months into beta plan to offer head-turning, high FDIC-insured yields and capacity after 2019 scrapping left it flat-footed against Schwab and Fidelity

The Malvern, Pa., giant copied a new business model -- and co-opted many regional partner banks -- to go 2%-plus as part of a rethink of its 2019 decision to forsake bank cash accounts for money market funds.

October 6, 2022 at 3:53 AM

Frank Bonanno: Cash as an asset class is back.

RIAs are drowning cash managers with 'silly' inflows as they line up for insured 3% yields -- the best port in the Federal Reserve's interest rate storm

The Fed's 'overarching focus' on killing inflation is giving life to StoneCastle, MaxMyInterest and Flourish Cash, which are built to do workarounds on FDIC limits at the best rates.

September 30, 2022 at 1:51 AM

Gary Zimmerman: The current crisis is a Goldilocks environment for Max.

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

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

Add Your Listing

RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.