Insights

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

Buckingham and Flourish icons
Blog

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.

crypto-glossary
Blog

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.

FP podcast
Podcast

Financial Planning podcast

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

Flourish Cash icon
Blog

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.

Flourish Crypto icon
Blog

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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Blog

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.

insights-Sept-FOMC-summary
Blog

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.

wealthies-2021-awards
Blog

Flourish Wins Wealth Management "Wealthy"

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

crypto-glossary
Blog

Flourish Appoints New CEO

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?

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

blockchain-101
Blog

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.

compliance-solutions-strategies
Blog

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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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
Podcast

Crypto as lead gen for advisors

Listen to Max Lane discuss Flourish with Craig Iskowitz.

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Blog

Intro to the Top 10 cryptocurrencies

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

crypto-glossary
Blog

Cryptocurrency glossary

Cut through the jargon with our cryptocurrency glossary.

futures-etf
Blog

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.

taxes
Blog

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.

crypto-icon
Blog

Flourish Crypto Launch

We are excited to announce the launch of Flourish Crypto.

massmutual
Blog

Bitcoin and beyond

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

crypto-glossary
Blog

Notification of data incident

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

Paxos explains its unique approach to pioneering a new market .

blockchain-101
Blog

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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