Insights

All in one place: blog posts, announcements, and educational materials.

insights-Sept-FOMC-summary
Blog

Sept. FOMC market update

Blog

In the face of the highest levels of inflation seen since the 1980s, the Fed recently hiked its benchmark Fed Funds Target rate. The Flourish Treasury Operations group offers an analysis of what's to come.

wealthies-2021-awards
Blog

Flourish Wins Wealth Management "Wealthy"

News

Flourish recognized for market-leading cryptocurrency investing solution for RIAs.

crypto-glossary
Blog

Flourish Appoints New CEO

News

Max Lane appointed CEO. Change will support future growth and product development.

podcast
Podcast

Wealthstack podcast

Flourish's own Ben Cruikshank sat down with Mark Bruno, Managing Director, Wealth Management at Informa for a lively discussion of crypto investing for RIAs.

podcast
Podcast

CityWire WealthTech podcast

Ben Cruikshank joins CityWire's Ian Horne to talk about the landscape of crypto for RIAs, the challenges, solutions, and regulatory environment.

bitcoin-whitepaper
Whitepaper

Bitcoin investment considerations

An analysis of bitcoin through the lens of traditional financial assets.

podcast
Podcast

Crypto & The RIA World – A Flourishing Partnership?

Podcast

Hear Ben Cruikshank speak with the host of the Advisor Lab podcast, Alex Cavalieri.

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Blog

Blockchain 101

Blog

Before investing in any asset class, it’s important to understand the basics of the space. Ensuring you can answer questions about the blockchain is a great place to start.

compliance-solutions-strategies
Blog

Adapting your RIA Compliance Program for Crypto

Guest Blog

RIAs should apply the same compliance rigor to cryptocurrency as they do to every other investment, product offering or business line.

compliance-primer
Whitepaper

Crypto: Regulatory & Compliance Primer for RIAs

Whitepaper

Investing Client Assets in Bitcoin and Other Cryptocurrencies: A Regulatory and Compliance Primer for Registered Investment Advisers

podcast
Podcast

Crypto as lead gen for advisors

Podcast

Listen to Max Lane discuss Flourish with Craig Iskowitz.

top-10
Blog

Intro to the Top 10 cryptocurrencies

Blog

While there are thousands of cryptocurrencies, these 10 make up 80% of the market.

crypto-glossary
Blog

Cryptocurrency glossary

Blog

Cut through the jargon with our cryptocurrency glossary.

futures-etf
Blog

What RIAs need to know about Bitcoin Futures ETFs

Blog

Gaining exposure to bitcoin through a Futures ETF comes with significant drawbacks. Here’s what advisors need to know.

taxes
Blog

6 Things RIAs need to know about taxes and crypto

Blog

The IRS has seen the crypto headlines. They’re taking notice, and your clients should too.

crypto-icon
Blog

Flourish Crypto Launch

Blog

We are excited to announce the launch of Flourish Crypto.

massmutual
Blog

Bitcoin and beyond

Guest Blog

Read more about how MassMutual is thinking about cryptocurrency and positioning ourselves for the future.

crypto-glossary
Blog

Notification of data incident

Blog

Intuit Mailchimp, an email provider used by Flourish, recently experienced an unauthorized data incident impacting Flourish user data.

paxos-logo
Blog

Guest blog post from Paxos

Guest Blog

Paxos explains its unique approach to pioneering a new market .

blockchain-101
Blog

Blockchain 101

Blog

Before investing in any asset class, it’s important to understand the basics of the space. Ensuring you can answer questions about the blockchain is a great place to start.

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