All in one place: blog posts, announcements, and educational materials.
Blog
Flourish completes SOC 2 Type 1 audit
Blog
One of the biggest steps any organization can take in embracing security is the pursuit of a SOC 2 (Service Organization Controls) 2 certification.
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.
Blog
Flourish Wins Wealth Management "Wealthy"
News
Flourish recognized for market-leading cryptocurrency investing solution for RIAs.
Blog
Flourish Appoints New CEO
News
Max Lane appointed CEO. Change will support future growth and product development.
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
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.
Whitepaper
Bitcoin investment considerations
An analysis of bitcoin through the lens of traditional financial assets.
Podcast
Crypto & The RIA World – A Flourishing Partnership?
Podcast
Hear Ben Cruikshank speak with the host of the Advisor Lab podcast, Alex Cavalieri.
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.
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.
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
Crypto as lead gen for advisors
Podcast
Listen to Max Lane discuss Flourish with Craig Iskowitz.
Blog
Intro to the Top 10 cryptocurrencies
Blog
While there are thousands of cryptocurrencies, these 10 make up 80% of the market.
Blog
Cryptocurrency glossary
Blog
Cut through the jargon with our cryptocurrency glossary.
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.
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.
Blog
Flourish Crypto Launch
Blog
We are excited to announce the launch of Flourish Crypto.
Blog
Bitcoin and beyond
Guest Blog
Read more about how MassMutual is thinking about cryptocurrency and positioning ourselves for the future.
Blog
Notification of data incident
Blog
Intuit Mailchimp, an email provider used by Flourish, recently experienced an unauthorized data incident impacting Flourish user data.
Blog
Guest blog post from Paxos
Guest Blog
Paxos explains its unique approach to pioneering a new market .
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.
