Insights

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

 Explore our educational content about all things annuities.

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Announcing RightCapital integration

Announcing the launch of our integration with RightCapital, a planning tool used by financial advisors.

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Investment News reports on Flourish's growth surge

A recent InvestmentNews article reported on Flourish's latest growth in AUC, advisors, and its client base

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Flourish completes its second SOC 2 Type 2 examination

The receipt of the SOC 2 Type 2 report once again demonstrates Flourish's commitment to security.

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Interview with Dr. Daniel Crosby

A conversation with psychologist and behavioral finance expert Dr. Daniel Crosby.

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Client behavior and cash

An interview with Flourish CEO Max Lane about behavioral finance, why it matters for advisors, and how it impacts clients and their cash.

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In the media: CBS Money Watch

Experts including Flourish CEO Max Lane spoke about their forecasts for cash account rates this spring.

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Cash is so much more than a number

A look at cash from a behavioral finance perspective and the opportunity for advisors that an expanded understanding holds.

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The overlooked opportunity in client held-away cash

A Wealth Management IQ report explores advisor perceptions around clients’ held-away cash and attitudes around cash management needs.

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Annuities FAQs

We share responses to the most frequently asked questions about Flourish Annuities.

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Annuities Glossary

Terms and definitions for key words and concepts related to annuities.

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Announcing Advisor Teams

Advisor Teams creates new opportunities to collaborate in Flourish, allowing advisors to organize themselves into custom groups and easily share visibility of clients across the team.

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Improving the invitation process

The new process makes it even easier for advisors to invite clients to specific products and prefill applications, allows advisors to upload trust documents, and more.

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Why we built Flourish Annuities

CEO Max Lane shares how the newest Flourish product opens the world of annuities to RIAs, expanding their toolkit to improve client outcomes.

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What is an annuity?

Understanding what an annuity is, the different forms it can take, and the benefits it can bring to client portfolios.

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What is a MYGA?

We take a closer look at multi-year guaranteed annuities, how they work, and their role in the portfolio.

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2024 New Year letter

Flourish CEO Max Lane takes a look back at 2023, reflects on what’s coming in 2024, and shares how Flourish will continue to empower advisors to embrace new frontiers.

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Fireside reading for advisors

Recommended reading from the Flourish library to fuel your inspiration for 2024.

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End-of-year checklist for financial advisors

Four actions advisors using Flourish can take to help their clients close out the year strong.

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Beyond the portfolio with RoseRock

How the boutique firm uses technology solutions to maximize efficiency and streamline operations, ultimately allowing them to better serve their clients.

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Watch the Cash Awakening webinar

Exploring the CIO perspective on how Flourish Cash works along money market funds, Treasurys, and other cash equivalents in the advisor toolkit.

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Flourish announces new branding

Flourish is thrilled to unveil its brand-new logo, marking a significant evolution as the company paves the way for future developments.

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Advisor Spotlight with Kaitlyn Carlson

Read how the founder of Theory Planning Partner's experience as a private wealth advisor led to the discovery of two underserved client niches that eventually became the core clientele for her own firm.

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Beyond the portfolio with Thomas Doll

A deep dive into how Thomas Doll supports its clients who own businesses by providing access to Flourish Cash business accounts.

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Announcing Wealthbox integration

Flourish has launched an integration with Wealthbox, one of the top CRMs used by financial advisors.

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The benefits of business accounts

Small businesses and nonprofits are often underserved when it comes to options for managing their cash reserves – creating an opportunity for advisors.

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Creating a stronger Flourish Cash program for clients

A behind-the-scenes look at the recent increases in FDIC coverage through our Program Banks in response to client and advisor needs.

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Insights from Flourish CTO Josh Owen

On The Blind Ambition podcast, Flourish CTO Josh Owen shares his career journey and how it primed him to lead the Flourish technology team.

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InvestmentNews features latest Flourish updates

A recent InvestmentNews article took an in-depth look at the recent Flourish Cash rate and FDIC coverage increases.

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Beyond the portfolio with Halbert Hargrove

How a systematic approach to rolling out Flourish Cash enabled Halbert Hargrove to integrate and scale the cash-management solution.

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How advisors can defend against competitors

Flourish CEO Max Lane spoke with ThinkAdvisor about how advisors can expand their line of products in order to defend against competitors.

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Flourish Wins 2023 Wealth Management Award

Flourish is honored to have received the award for Best Cash Optimization Solution for Flourish Cash at the Wealth Management 2023 Awards.

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Interview with Jill Schlesinger

A conversation with Jill on Money podcast host and Business Analyst for CBS News, Jill Schlesinger.

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Capturing more wallet share with cash

In Investment News, Flourish CEO Max Lane shares how knowing clients' cash holdings can increase wallet share.

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Mid-year letter from Flourish CEO Max Lane

Flourish CEO Max Lane takes a look back at the first half of 2023 and gives a preview for what’s coming next.

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Download The Cash Opportunity ebook

Experience The Cash Opportunity for Advisors in a downloadable ebook that includes all five articles from the series.

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Setting up standing instructions

How to create a connection between Flourish Cash and brokerage accounts.

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An interview with Farnoosh Torabi

We sat down with personal finance expert and So Money podcast host Farnoosh Torabi to discuss the connection between fear and finances.

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The Flourish Cash business model

Understanding the difference between the rates that Flourish Cash offers and the rates offered by banks.

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Recurring buys launches on Flourish Crypto

Clients can schedule repeat purchases of bitcoin and ether through Flourish Crypto.

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Seven steps to a successful rollout

In the fifth article of our series, The Cash Opportunity for Advisors, we share a seven step process for RIAs to get started with Flourish Cash.

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Flourish completes SOC 2 Type 2 examination

The receipt of the SOC 2 Type 2 report demonstrates Flourish's commitment to security.

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Flourish talks financial literacy

For Financial Literacy Month, the Flourish team shared their thoughts about financial literacy: what it means, why it matters, and some favorite educational resources.

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Announcing Redtail integration

We're excited to announce the launch of an integration with Redtail, the market-leading CRM solution for financial advisors.

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How to start the cash conversation with clients

A step-by-step guide to successfully rolling out a cash-management solution to current, new, and prospective clients.

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Separation of cash and crypto

Flourish Crypto and Flourish Cash are both offered by Flourish, but are distinct legal entities, operate under different regulatory regimes, and are separate from a financial perspective.

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Key takeaways from the March Fed meeting

Flourish CEO Max Lane discusses the March 2023 Fed meeting, the state of economic affairs, and the latest rate increase.

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New updates to Flourish Cash

We're excited to announce new enhancements to the Flourish Cash program: more security, and room for more cash to earn our top-tier rate.

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Stack Overflow Podcast

Flourish Engineering Lead Christine Ryu joined the Stack Overflow podcast to discuss how tech is transforming finance for everyone, from big banks to individual consumers.

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Our bank due diligence process

An overview of the Flourish Cash Program Bank Network and our bank due diligence and risk monitoring process.

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The benefits of bringing cash into focus

In the third article of our series, The Cash Opportunity for Advisors, we explore the advantages a cash management solution can offer advisors and clients.

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Flourish President shares cash insights on ThinkAdvisor

In an article on ThinkAdvisor, Flourish President Ben Cruikshank discusses why advisors are often blind to held-away cash and how it can help advisors grow their business.

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Understanding why clients hold cash

In the second article of our series, The Cash Opportunity for Advisors, we look at where held-away cash comes from and why clients hold more than their advisors realize.

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Buckingham looks beyond the portfolio

Buckingham, one of the largest RIAs in the country, began using Flourish Cash in 2019 and has been able to deliver tremendous value to clients, helping them earn millions in interest, with the RIA-centric cash solution.

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Reflections and the year ahead

Flourish CEO Max Lane takes a look back at 2022, outlines trends shaping the advisory landscape, and shares how Flourish will help drive advisor success in 2023 and beyond.

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Financial Planning podcast

Flourish President Ben Cruikshank discusses how making plans for cash and crypto can bring advisors closer to their clients.

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Why advisors are blind to cash

In the first article of our new series, The Cash Opportunity for Advisors, we take a closer look at held-away cash and the opportunities for financial advisors.

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Statement on Flourish Crypto security

An update in light of the recent turmoil in crypto markets: Flourish Crypto’s custodian has not been impacted.

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Flourish completes SOC 2 Type 1 audit

One of the biggest steps any organization can take in embracing security is the pursuit of a SOC 2 (Service Organization Controls) 2 certification.

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Sept. FOMC market update

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.

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Flourish Wins Wealth Management "Wealthy"

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

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Flourish Appoints New CEO

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

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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.

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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.

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Bitcoin investment considerations

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

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Crypto & The RIA World – A Flourishing Partnership?

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

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Blockchain 101

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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Adapting your RIA Compliance Program for Crypto

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

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Crypto: Regulatory & Compliance Primer for RIAs

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

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Crypto as lead gen for advisors

Listen to Max Lane discuss Flourish with Craig Iskowitz.

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Intro to the Top 10 cryptocurrencies

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

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Cryptocurrency glossary

Cut through the jargon with our cryptocurrency glossary.

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What RIAs need to know about Bitcoin Futures ETFs

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

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6 Things RIAs need to know about taxes and crypto

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

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Flourish Crypto Launch

We are excited to announce the launch of Flourish Crypto.

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Bitcoin and beyond

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

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Guest blog post from Paxos

Paxos explains its unique approach to pioneering a new market.

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