On The Blind Ambition podcast, Flourish CTO Josh Owen shares his career journey and how it primed him to lead the Flourish technology team.
Blog
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.
Podcast
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.
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?
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.
Whitepaper
Crypto: Regulatory & Compliance Primer for RIAs
Investing Client Assets in Bitcoin and Other Cryptocurrencies: A Regulatory and Compliance Primer for Registered Investment Advisers
Podcast
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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Notification of data incident
Intuit Mailchimp, an email provider used by Flourish, recently experienced an unauthorized data incident impacting Flourish user data.
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Guest blog post from Paxos
Paxos explains its unique approach to pioneering a new market.
