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RIA-focused fintech Flourish is living up to its name
The firm has announced a surge in advisors and AUC.
Are advisors seeing only the tip of the cash iceberg?
Poll of 750 high-net-worth advisors finds clients’ need for cash management could be a competitive edge and a relationship touch point.
Flourish tightens ties with Focus under new tech partnership
Deal expanding access to tech solution comes as the independent wealth network eyes a new chapter of growth.
Fintech Flourish expands fee-based annuity shelf
The advisor tech provider is streamlining the annuity process for RIAs as it adds another carrier to its platform.
Fintech launches annuities platform
Flourish aims to facilitate RIAs’ access to annuities.
