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Flourish CEO on annuities launch and managing data with vendors

Fintech Flourish topped $5 billion in assets under custody and is launching into fee-based annuities; CEO Max Lane said he's learned a lot about the importance of data integration along the way. ....

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Flourish RIA Fintech Hits $5 Billion AUC Milestone

Flourish RIA Fintech Hits $5 Billion AUC Milestone
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Cash management strategies ahead of Fed cuts | Financial Planning

Cash management strategies ahead of Fed cuts | Financial Planning
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Altruist Launches Cash Platform

Altruist Cash is available to custodial clients and advisors but can be used as a standalone product ....

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Flourish / Wealth Management IQ Survey Finds Advisors Vastly Underestimate Clients' Held-Away Cash Holdings

New York, March 26, 2024 (GLOBE NEWSWIRE) Flourish, a platform that provides innovative access to financial products that help registered in. ....

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