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MaxMyInterest

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Topic

One year later, many clients have forgotten key lessons from the banking crisis

Just as diversifying investments improves risk-adjusted returns, so does diversifying cash.

Topic
  • News
  • September 8, 2023

Flourish Cash increases FDIC coverage, interest rate to meet advisor demand

Independent advisors can use Flourish to offer clients 5% APY on cash and up to $10 million in FDIC insurance.

Topic
  • News
  • June 28, 2023

MaxMyInterest partners with eMoney to give planners access to high-yield cash accounts

MaxMyInterest's services will be available to more than 100,000 advisors using eMoney.

Topic
  • News
  • March 13, 2023

Bank failures spotlight cash management platforms

Financial advisors look for creative ways to keep client cash accounts from going over the $250,000 limit on FDIC coverage.

Topic

Fintech Bytes: RBC works with Salesforce, Wealthbox integrates with MaxMyInterest

A roundup of the week's top tech news, including MaxMyInterest integrating with Wealthbox, CapIntel's growth and Smarsh hiring new executives.

Topic
  • News
  • November 21, 2022

Higher yields on cash give advisers another asset allocation tool

The Federal Reserve's fight against inflation has turned boring cash accounts into top performers.