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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

Author Oisin Breen December 7, 2017 at 8:00 PM
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Gary Zimmerman:  My wife was worried about whether I'd lose my job, but I wasn't worried. I was worried about all of our cash.

Robo-Advisors



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Mentioned in this article:

MaxMyInterest
Tech: Other
Top Executive: Gary Zimmerman



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