Max in the News
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How to Prepare Your Savings for Falling Interest Rates, September 18, 2024
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As Fed announces half-point rate drop, advisors change investment strategies, September 18, 2024
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6 Reasons to Switch Banks, August 20, 2024
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Where has all the cash gone?, August 16, 2024
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How one fintech is cashing in on interest rates, August 6, 2024
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What cash savers and credit-card users can expect if the Fed cuts rates in September, July 31, 2024
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‘This is my big chance to secure my future’: I’m about to inherit $600,000. What should I do with all this lovely cash?, July 2, 2024
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Sweep Accounts: What They Are and How to Open One, April 24, 2024
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The Hidden Risks in Cash-Sweep Accounts, April 18, 2024
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What Is a Good Interest Rate on a Savings Account?, April 10, 2024
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A Tidal Wave Of Financial Empowerment Is Coming, January 26, 2024
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This simple high-yield savings strategy could maximize your interest, December 29, 2023
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Savings Rates Remain Elevated as the Fed Holds Rates Steady, December 14, 2023
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How consumers directly see impact of Fed rate decisions, December 12, 2023
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Should I move all of my money to a high-yield savings account?, December 4, 2023
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Fidelity reveals it switched its RIA sweep default to a much lower-yielding FCash product… advisors are sure to be irked, November 3, 2023
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Stretching Your Dollar: Expert Tips on Savings, October 12, 2023
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Seeking High Interest and Low Risk, October 6, 2023
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Sitting on cash? High interest rates could make this a solid investing strategy, September 11, 2023
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High interest rates make it possible to earn ‘real money’ on cash now, expert says, September 10, 2023
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Pros and Cons of Online Banking, July 12, 2023
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WealthStack Roundup: eMoney Advisor Adds Support for MaxMyInterest, June 30, 2023
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MaxMyInterest partners with eMoney to give planners access to high-yield cash accounts, June 28, 2023
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Wealthtech Weekly: eMoney Advisor adds support for MaxMyInterest, June 28, 2023
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How to Open a Savings Account, June 16, 2023
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How to Open a Bank Account, May 26, 2023
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Banks Vying for Deposits Face Stiff Competition From Treasuries, May 18, 2023
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The Great Yield Chase: Why A Trillion Has Fled Traditional Bank Accounts, May 15, 2023
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Michael Kitces: How Higher Yields Affect Asset Allocation and Retirement Planning, May 9, 2023
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3 Tools to Manage Client Cash, Boost Interest, May 9, 2023
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Healthy, Wealthy, & Wise Retirement Podcast - MAX My Interest - Part II, April 18, 2023
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How to Supersize Your FDIC Insurance, April 16, 2023
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Facing a Potential Job Loss? Here’s How to Prepare, April 10, 2023
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I’m a Financial Pro Who Works With Millionaires: Here Are 3 Saving Tips Everyone Should Know, April 7, 2023
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Why Brokerage Accounts Are So Generous Right Now, April 6, 2023
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Healthy, Wealthy, & Wise Retirement Podcast - MAX My Interest - Part I, April 4, 2023
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Most Americans Have Accounts With More Than One Bank: Should You?, March 31, 2023
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How to Protect Your Cash and Investments in a Banking Crisis, March 29, 2023
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Banks may be hiking savings rates to hold on to customers amid SVB crisis, March 27, 2023
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Look before leaping onto platforms offering elevated FDIC-insured deposits, March 24, 2023
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RIAs seek FDIC shelter for client cash in droves after Silicon Valley Bank meltdown, March 24, 2023
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3 questions directors should bring to their next board meeting after SVB’s failure, March 24, 2023
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SVB Failure Aftermath: 5 Top Ways To Protect Your Money From Uncertainty in 2023, March 24, 2023
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Unlimited Deposit Insurance Can’t Solve Everything, March 24, 2023
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Secure your savings and boost your returns: 5 ways to a better bank account, March 23, 2023
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A Cash-Bond Mix May Let Income Investors Sleep More Soundly, March 23, 2023
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Regional Bank–Affiliated Reps Weather the Post-SVB Storm, March 22, 2023
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Another Fed rate hike is here — should you keep switching savings accounts to chase a higher return?, March 22, 2023
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Gary Zimmerman, MaxMyInterest – SVB, FDIC, & Improving ROI on Cash, March 16, 2023
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How to Be Sure Your Money is Protected in the Bank, March 16, 2023
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Wealth advisors pivot to safeguarding client cash amid bank blowups, March 14, 2023
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Silicon Valley Bank implosion shows why FDIC insurance is so important. Here’s how it works, and how it could be the key to protecting your money, March 13, 2023
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Amid bank failures, savers look to stretch federal deposit cash protection beyond $250,000, March 13, 2023
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Bank failures spotlight cash management platforms, March 13, 2023
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Silicon Valley Bank Collapse: Large Account Holders Are Unsecured Depositors, March 10, 2023
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BankProv Partners with Intelligent Cash Management Platform MaxMyInterest, March 1, 2023
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How Millennials and Gen Z Are Changing Banking, January 30, 2023
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Weekend Reading For Financial Planners (Jan 28-29), January 27, 2023
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Most Americans Bank at More Than One Institution: Should You?, January 24, 2023
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Rich Customers Pull Money From Banks Offering Paltry Interest Rates, January 24, 2023
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Ditching Big Banks Could Have Saved Americans $42 Billion More in Interest, January 6, 2023
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The simple way you can now earn nearly 15x the national average on your savings account (and psst: that means over 4%), January 5, 2023
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The era of the 4% savings account has finally returned. So here are 7 (actually smart) ways to make 2023 the year you save far more, January 5, 2023
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Stagflation: When a stalling economy, high inflation, and rising unemployment all collide, December 28, 2022
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Six Ways to Protect Your Money in 2023, December 23, 2022
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7 Ways to Automate Your Finances and Supercharge Your Savings, December 22, 2022
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Getting the Most Bang For Your Buck from Your Bank, December 14, 2022
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The $42 Billion Question: Why Aren’t Americans Ditching Big Banks?, December 8, 2022
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Shopping For the Best Checking Account APY Adds to Savings, December 7, 2022
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Fintech Bytes: RBC works with Salesforce, Wealthbox integrates with MaxMyInterest, December 2, 2022
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Inflation 2022: How Rising Prices Happened and Affected Us — and What’s Next, November 30, 2022
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Higher yields on cash give advisers another asset allocation tool, November 21, 2022
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MaxMyInterest Appoints ShopRunner Veteran Ateet Adhikari as COO, November 3, 2022
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You’re Giving Away Yield and Don’t Even Know It, October 21, 2022
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I Bond Hacks For Bypassing $10,000 Limit and Scoring Better Returns, October 17, 2022
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Financial advisers are adding value by finding higher yields for clients’ cash balances, October 10, 2022
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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, September 29, 2022
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The Fed ‘went big’ on its rate hike. Here’s who’s likely getting a financial boost from that — and ‘at levels last seen in 2009’, September 22, 2022
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Maximizing your client’s money, with guest Gary Zimmerman of MaxMyInterest, August 24, 2022
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Neobanks Are Struggling to Make Good on Their Lofty Promises, August 18, 2022
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5 Money Moves Experts Make When Inflation Is High, August 1, 2022
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Take these 10 steps now after the Fed’s latest interest rate hike, July 27, 2022
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Advisors, It’s Time to Dust Off the Inflation Playbook, June 21, 2022
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Fed to Meet Amid Slumping Stock Market, Out-of-Control Inflation, June 13, 2022
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Chances Of A 75 or 100 BPS Rate Hike Short-Term, June 10, 2022
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How Higher Interest Rates May Upend The Fintech Business Model, May 12, 2022
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How to invest when stocks and bonds are both crashing, according to experts, May 10, 2022
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Making Your Cash Work Harder as Interest Rates Rise, April 29, 2022
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What is the federal funds rate? How the Fed sets interest rates, explained, April 27, 2022
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What Causes Inflation?, April 26, 2022
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How to Protect Your Retirement Savings Amid Market Volatility, April 20, 2022
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Inflation Rates Are Breaking Records. Here’s What You Need to Know, April 19, 2022
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Five Questions Every Retiree Should Ask Now About Planning Their Finances, April 17, 2022
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Keep Your Savings Safe, March 25, 2022
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Gary Zimmerman Of MaxMyInterest On The Future of Money and Banking, March 13, 2022
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How will a Fed interest rate increase affect consumers?, March 9, 2022
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Have a case of buyer’s remorse? Why high inflation may be to blame, March 3, 2022
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The worst inflation in 40 years: Here’s when price pressures could hit their peak, February 25, 2022
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Take these 11 steps now before the Fed starts raising interest rates, February 23, 2022
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Why Now Is Not the Time To Pay Off Your Mortgage Early, According To Experts, February 22, 2022
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Envestnet: Expanded MaxMyInterest Integration Enhances Productivity And Better Advice, February 6, 2022
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MaxMyInterest Boosts Offerings for Envestnet, Tamarac Users: Tech Roundup, February 3, 2022
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MaxMyInterest Rolls Out Improved Integration With Envestnet, February 1, 2022
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Terry Savage: What to do with chicken money in inflationary times, February 1, 2022
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When Will Inflation End? (And What Can You Do in the Meantime?), January 31, 2022
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Fed tapering: How the US central bank gradually dials back its bond-buying stimulus, December 27, 2021
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Low Interest Rates Got You Down? How to Boost Your Returns on Cash Savings, December 22, 2021
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The Year in Inflation: What It Meant for the US — And Your Wallet, December 21, 2021
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Inflation Calculator: See How Much Inflation Is Costing You, November 11, 2021
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Banks don’t want your money right now, October 7, 2021
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For everyday Americans, inflation is a double blow to bank accounts, August 20, 2021
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Gary Zimmerman on Looking Out for Your Client’s Financial Interest, August 19, 2021
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You bought your house with cash — should you get a mortgage anyway?, August 13, 2021
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Munis a touch weaker; large fund inflows hit 20 weeks running, July 28, 2021
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It May Be Unsexy, But This One Asset Class Is Critical to Any Financial Plan, July 7, 2021
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Episode 105: Finding Higher & Safer Interest Rates With Gary Zimmerman, June 24, 2021
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Understand Inflation Before It’s Too Late, June 24, 2021
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What Does It Mean To Be FDIC Insured?, May 25, 2021
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Fidelity and Schwab oddly take opposite sides on issue critical to money market funds as an SEC, alarmed by systemic risks, puts NAVs under spotlight, May 10, 2021
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Clients Look To Advisors For Higher Yields On Their Emergency Cash, March 26, 2021
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Decision Dialogues: Maxing Out Savings Decisions, February 22, 2021
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What’s New In Investments, Funds? - Envestnet, BayPine, February 12, 2021
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Indie Advisors Banking on Credit, Cash Management, February 11, 2021
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Envestnet | MoneyGuide Rolls Out MaxMyInterest Integration: Tech Roundup, February 11, 2021
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MoneyGuide’s First Integration Helping Advisors Peer Into and Manage Client Cash, February 10, 2021
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The Latest In Financial #AdvisorTech (February 2021), February 1, 2021
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Redtail Adds Integration, eMoney Rebrands Marketing Tool, Holistiplan Introduces Tax Letter, January 28, 2021
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eMoney Launches Rebranded Digital Marketing Solution: Tech Roundup, January 28, 2021
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The Untapped, Multitrillion-Dollar Asset Class Opening Up to RIAs, January 27, 2021
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Fed’s Powell not worried about inflation; Munis stronger, January 27, 2021
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Cash Management Innovator MaxMyInterest Integrates with Redtail, January 26, 2021
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MaxMyInterest High-Yield Cash Management Tool Integrates With Redtail, January 26, 2021
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How to Maximize Your Return on Cash w/ Gary Zimmerman, January 26, 2021
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Your Guide to Bulletproofing Your Finances in 2021, January 15, 2021
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Munis steady ahead of holiday-shortened, large new-issue week, January 15, 2021
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Market watchers search for silver linings in 2021, January 11, 2021
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Outlook for Client Cash in 2021, January 4, 2021
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Crucial robo advisor growth tool pinched by zeroed-out interest rates, December 23, 2020
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The Meb Faber Show, December 14, 2020
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Tech Roundup, November 19, 2020
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Sidewalk Money, November 17, 2020
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Deposit Rates Are Taking a Pandemic Nosedive, November 12, 2020
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MAX review: Link your checking account to 8 high-yield savings accounts to earn the most interest, even when rates change, November 6, 2020
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Boomers, here’s your 5-point plan to fight back against low savings interest rates, October 26, 2020
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The Fed, market volatility and asset bubbles, October 23, 2020
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How to Boost Your Retirement Income, October 2, 2020
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Maximizing Your Cash with Gary Zimmerman, October 1, 2020
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rF LiveBroadcast with Gary Zimmerman of MaxMyInterest, September 14, 2020
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WealthManagement.com Recognizes Top Companies at All-Virtual Industry Awards, September 10, 2020
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How Do You Insure Funds More Than the FDIC Limit?, July 21, 2020
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MaxMyInterest Integrates With Morningstar: Tech Roundup, July 16, 2020
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nCino Soars on IPO; MaxMyInterest Teams Up with Morningstar, July 15, 2020
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Morningstar’s ByAllAccounts Integrates With MaxMyInterest, July 14, 2020
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Fidelity drops robo-advice fees for small accounts, July 9, 2020
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Advisors Who Don’t Discuss Cash With Clients Are Missing Out: MaxMyInterest CEO, July 9, 2020
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Negative interest rates, explained — and how they work, July 3, 2020
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How to Earn up to 136 Times More Interest on Your Idle Cash, June 16, 2020
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WealthManagement.com Industry Awards Finalists Announced, June 16, 2020
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How yield curve control differs from QE and why the Fed may be waiting, June 12, 2020
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Financial Advisor Q&A: MaxMyInterest, June 10, 2020
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What would force the Fed to go negative?, June 2, 2020
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What is the federal funds rate? How the Fed sets interest rates, explained, May 7, 2020
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Why interest rates may stay stuck near zero, May 7, 2020
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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, April 3, 2020
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Panic with friends (38) - with Gary Zimmerman of MaxMyInterest.com, April 2, 2020
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What the plunge in stocks and rates means for cash managers, March 18, 2020
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Integrations, AI Are Needed For Fintech To Really Save Advisors Time, March 9, 2020
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‘Do more for me’: Clients demanding digital banking options, March 2, 2020
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The Biggest Announcements At This Year’s T3 Advisor Conference, February 24, 2020
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Saving time, tech integration are themes at T3, February 19, 2020
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Orion, MaxMyInterest Give Advisors New Client Cash Solution, February 13, 2020
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Orion adds MaxMyInterest, updates Salesforce integration, February 13, 2020
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Orion Adds $35 Billion To Platform, Completes Tech Enhancements, February 13, 2020
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The Latest In Financial Advisor #FinTech (December 2019), December 2, 2019
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Mariner Wealth Advisors gets into the cash management business, November 14, 2019
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The Past, Present, And Future Evolution Of The RIA Custody Model, with Tom Bradley Jr., October 1, 2019
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Wealthy households keep 27% of their assets in cash. A new checking account aims to help you make the most of it, September 27, 2019
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Pushing the FDIC $250,000 Limit, August 29, 2019
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Six Trees Capital CEO wants to help you earn more interest on your cash, August 12, 2019
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Fidelity draws adviser wrath with 1.9% cash offer, August 7, 2019
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12 Ways to Save Money Without Trying, July 22, 2019
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With expected interest rate drop, search for yield is on, July 18, 2019
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Riskalyze Fintech Report Card: June 2019, July 15, 2019
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How to Find the Right Online Bank for You, July 2, 2019
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The Latest In Financial Advisor #FinTech (June 2019), June 3, 2019
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MaxMyInterest Review: A Money App That Promises Intelligent Cash Management, May 23, 2019
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Carson Group Eyes Banking, May 14, 2019
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How Much Cash Should You Hold in Retirement?, May 2, 2019
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How Much Money Do You Need to Be Happy?, April 15, 2019
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Retirees, Avoid Sweep Accounts With Low Yields, March 29, 2019
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Savers shouldn’t settle for abysmal interest rates, February 22, 2019
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Aggressive online competition means US savers can now easily get interest rates of 2% or more, February 14, 2019
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MaxMyInterest Featured on Mad Money with Jim Cramer, February 5, 2019
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How to Boost Interest Rates on Your Cash, February 4, 2019
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Raising Your Own Rates Even if the Fed Won’t, February 1, 2019
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How to save for retirement in an era of FOMO, December 19, 2018
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Riskalyze Fintech Report Card: November 2018, December 7, 2018
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Here’s something most brokerage firms would rather you ignore, November 24, 2018
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MaxMyInterest brings clever cash management to Radius Bank, November 19, 2018
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MaxMyInterest Brings Intelligent Cash Management to Radius Bank, November 16, 2018
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11 Ways to Make Your Retirement More Relaxing, October 5, 2018
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There’s an app for that… (p. 13), October 2018
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The new way savers can win, September 14, 2018
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Advisers in a pickle over low-yielding cash sweep accounts, August 29, 2018
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Michael Kitces on the fate of robos, Yelp help and recent fintech competitions, products, August 7, 2018
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The Latest In Financial Advisor #FinTech (August 2018), August 6, 2018
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Fintech Report Card: July 2018, August 3, 2018
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Cash management platform gains appeal among advisers amid rising interest rates and frothy markets, July 27, 2018
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Dynasty Financial shows maximum interest in MaxMyInterest, July 25, 2018
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Dynasty Financial Partners Teams Up with Cash Management Innovator MaxMyInterest, July 24, 2018
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Cash Can Be Advising Opportunity, July 24, 2018
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Kitces: Why the RIA custody fee must evolve, July 6, 2018
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Retirees, Maximize Returns on Your Cash Stash, June 27, 2018
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Trends to Watch in Online Banking, June 19, 2018
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Maximize Your Money with MaxMyInterest, May 31, 2018
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What Tom Bradley’s first post-TD Ameritrade gig says about him is interesting and his specific MaxMyInterest robo mission, more so, April 9, 2018
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The Art of Building Wealth with Max & Taking Small Steps for Success, April 2, 2018
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The Latest In Financial Advisor #FinTech (April 2018), April 2, 2018
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Tom Bradley Joins Advisory Board at MaxMyInterest, March 22, 2018
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Former TD exec Tom Bradley lands on fintech board, March 22, 2018
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Former TD Exec Bradley Joins MaxMyInterest Advisory Board, March 22, 2018
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Higher Deposit Rates May Finally Be Coming to Your Bank Account, March 19, 2018
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Here’s what you should really do with your cash amid market volatility, February 23, 2018
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The Tech Landscape: Results of the 2018 Technology Survey, February 19, 2018
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American banks pay depositors less than online accounts, February 15, 2018
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Financial Tools for Savers With Big Balances, February 2018
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Kitces: Fee disruption is coming, January 16, 2018
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BAI Banking Strategies Executive Report: Marketing Made Effective, January 2018
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Maximizing Clients’ Cash in 2018, December 27, 2017
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Why Today’s Technology Tools Are The Golden Age Of Advisor FinTech with Joel Bruckenstein, December 26, 2017
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3 Real #FinTech Disruptions In The Financial Advisory Industry, December 11, 2017
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Weekend Reading for Financial Planners (December 9-10), December 8, 2017
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Citi investment banker under dire 2009 threat ‘accidentally’ invents cash arbitrage robo-advisor that’s rolling with RIAs in 2017, December 7, 2017
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Bond investors should prepare for string of rate hikes in 2018, November 22, 2017
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Investors May ‘Hide’ Cash from Advisors, November 21, 2017
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The latest in financial adviser #FinTech, November 6, 2017
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The Six Levels Of Account Aggregation #FinTech And PFM Portals For Financial Advisors, October 9, 2017
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The Conflicts Of Interest Between RIAs And Their Custodians (and Brokers And Their B/Ds), September 14, 2017
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Maximizing Cash Returns With MaxMyInterest, August 19, 2017
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Why Rising Interest Rates Mean Opportunities for Advisors and Clients, August 16, 2017
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Outlook: Rising Rates Will Mean Higher Yields on Client Cash, August 15, 2017
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The latest in financial adviser #FinTech (August 2017), August 9, 2017
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Max My Interest – Tracking Which Bank Earns You the Most, August 3, 2017
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How to Make Cash-Heavy Clients’ Portfolios Work Harder, July 31, 2017
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Your Clients’ Cash Doesn’t Have to Sit Idle, July 28, 2017
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Savvy saving: 4 ways to snag the highest interest rates, July 21, 2017
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MaxMyInterest: Using Cash To Earn Interest, July 10, 2017
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5 Ways Older Investors Can Capitalize on Rising Rates, July 5, 2017
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As Rates Rise, Savings Accounts and CDs Are Gaining Interest from Consumers, June 22, 2017
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Kitces: Managing clients’ cash cravings, June 19, 2017
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The investing upside of having more cash on hand than you need, May 29, 2017
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Why Cash Is Critical, May 19, 2017
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The Latest in Financial Advisor #FinTech, May 1, 2017
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Buying Happiness And Life Satisfaction With Greater Cash-On-Hand Reserves, April 26, 2017
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US banks gain from rate rises as savers suffer, April 20, 2017
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7 steps to get financially fit in 2017, January 2, 2017
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Interview with Max’s CEO, Gary Zimmerman, October 28, 2016
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MaxMyInterest Unveils Laser App Integration to Speed Onboarding, July 19, 2016
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MaxMyInterest CEO Talks 3-Year Anniversary And The Future Of Fintech, July 13, 2016
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MaxMyInterest Celebrates Third Anniversary with Support for TD Bank, July 5, 2016
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Rising Rate CDs Are Not the Best Option for Growth-Seeking Investors, May 25, 2016
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MaxMyInterest Launches Client Invitation Feature, May 24, 2016
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Consumers Are Saving Cash to Reap the Rewards of High-Yield Checking Accounts, April 19, 2016
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4 Best Places to Stash Your Cash Now, April 1, 2016
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15 Useful Personal Finance Management Services, March 18, 2016
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Why Investors Should Feel Both Fear and Greed, March 9, 2016
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Why Some Investors Are Keeping Large Sums of Money in Cash, March 6, 2016
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Maximize Your Savings Potential: Three Places to Put Your Short-term Savings, February 23, 2016
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24 Ways To Save, Find And Earn Extra Money With Minimal Effort, February 5, 2016
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Follow-Through: What’s new at Max My Interest and Performance Trust, February 1, 2016
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MaxMyInterest – A New Advisor #FinTech Tool To Maximize Cash Yields And FDIC Coverage, February 1, 2016
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MaxMyInterest: A new way to chase yield?, January 21, 2016
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The Unanticipated Consequences Of Rising Interest Rates, January 11, 2016
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Savers Will Not See Significant Interest Rate Boosts in 2016, January 7, 2016
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A new way to chase yield, December 17, 2015
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US banks prepare for assault from online rivals, December 11, 2015
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The tech upstarts set to occupy Wall Street, December 8, 2015
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Auto-Cash Management, December 1, 2015
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Messaging And Mobile In Financial Services, August 26, 2015
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Fintech Startups And Accelerators Are Going Strong Globally, August 4, 2015
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FinTech Investments Quadruple: Top Trends To Watch, July 22, 2015
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EverSafe and MaxMyInterest Present at Innovation Lab Demo Day in New York, June 26, 2015
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These 7 startups are at the cutting edge of financial technology, June 25, 2015
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Wall Street holds fintech powwow, June 25, 2015
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How To Get The ULTIMATE Return On Your Cash, June 3, 2015
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10 Ways to Give Your Finances a Facelift, May 12, 2015
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Deposits go walkabout: A startup puts idle money through its paces, May 2, 2015
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Lost Track of Which Bank Pays the Most Interest? Try This, April 2, 2015
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Cash Flow: MaxMyInterest and the Pursuit of the Riskless One Percent, March 30, 2015
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American FinTech market shows its stripes – four major innovations to make us richer and happier, March 19, 2015
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Why This NYC Startup Is Right on the Money, February 26, 2015
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5 Tools That Will Help You Simplify – and Save, February 19, 2015
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The Best Online Tools for Retirement Planning and Living, January 20, 2015
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Bright Ideas for a Prosperous 2015, December 2014
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Finovate Debuts: MaxMyInterest from Six Trees Capital, October 21, 2014
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Earn More on Cash, September 27, 2014
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More Money, More Startups: Once-closed Financial Industry Makes a Place for Independent Entrepreneurs, September 26, 2014
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6 New Apps And Sites To Manage Your Money, September 25, 2014
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One Way to Make Money with a Stash of Cash, September 24, 2014
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MaxMyInterest Presents at FinovateFall 2014, September 23, 2014
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Expert Advice from Money Gurus, September 4, 2014
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Squeeze More Out of Cash Accounts, July 24, 2014
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How Much Is Your Cash Costing You? Four Ways to Enhance Returns, July 9, 2014
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Ilyce Glink Show – Investment And Real Estate Advice, June 15, 2014
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MaxMyInterest.com Launches, June 2, 2014
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How to Insure Large Bank Accounts, May 2, 2014