The platform expansion gives advisors access to all major fee-based annuity types – bringing new avenues to bolster client retirement confidence and increase firm AUM.
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Achieve more with Flourish Cash business accounts
A flexible cash account can help business owners overcome many common limitations of business accounts offered by traditional banks.
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Best practices for cultivating prospects
Tips for cultivating prospects and creating deeper connections with potential clients – the first step on the path to conversion.
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Flourish acquires Sora Finance
The acquisition of the award-winning lending platform solidifies plans to add an advisor lending solution to our suite of products, now expected early 2026.
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5 tips to drive referrals
Referrals from existing clients, friends, and family are the main source of new business for firms today. We're sharing five tips to drive referrals.
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Using Flourish to drive firm organic growth
The release of platform enhancements expands advisors' potential to drive referrals and supports prospecting efforts.
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Flourish completes its third 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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Annuity replacements primer
An overview of annuity replacements and how they may improve client outcomes while unlocking firm growth.
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Advisor Spotlight with JoAnn May
Learn how the Co-Founder of Chicago-based Forest Asset Management uses Flourish to cultivate relationships with prospective clients.
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Fraud prevention
An educational resource sharing client best practices and measures Flourish takes to ensure the safety of client funds and information.
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Advisor Spotlight with Breanna Sykes
Read how Breanna Sykes of Copper Leaf Financial uses Flourish to help clients better manage their cash while generating more referrals at the same time.
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Empowering Advisors, Expanding Frontiers
Flourish President Ben Cruikshank shares a 2025 message for advisors
A look at how surrender charges can bring flexibility and liquidity to annuities
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Fireside reading for advisors
Recommended reading from the Flourish library to fuel your inspiration for 2025.
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In conversation with Callie Cox
An interview with Ritholtz Wealth Management's Chief Market Strategist about empathy, translating market insights, and the one topic advisors should be facing.
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Designate trusts as annuity beneficiaries
Clients can now designate trusts as beneficiaries on contracts with Flourish Annuities.
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Announcing same-day transfers
Flourish Cash now offers same-day transfers for all account types, giving clients the confidence that their money will be where they need it, when they need it.
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Advisor Spotlight with Stephanie Bogan
Read how Stephanie Bogan of Limitless Advisor Coaching teaches advisors how to transform their businesses and their lives using the latest research in behavior, mindset, and practice management.
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Understanding the key benefits of MYGAs
A closer look at the key benefits of multi-year guaranteed annuities and how they can support clients.
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Announcing Salesforce integration
Flourish has launched an integration with Salesforce that provides advisors with greater visibility into clients held-away cash, as well as an easy invitation process.
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Flourish wins 2024 Wealth Management Award
Flourish is honored to have received the award for Best Cash Optimization Solution for Flourish Cash for the second year in a row.
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The latest platform updates
Flourish is releasing a number of platform updates this fall, which will further improve the advisor experience and their ability to support clients.
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Bringing MYGAs into your practice
Understanding the use cases for multi-year guaranteed annuities and the clients that could most benefit from them.
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Announcing new eMoney integration
Our new integration with eMoney allows advisors to surface clients' low-yielding cash, present opportunities for optimization, and invite clients to Flourish — all from within eMoney.
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Why cash still matters, part II
Supporting clients with held-away cash can help advisors differentiate their practice, unearth new assets, and drive organic growth.
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Why cash still matters, part I
As interest rates have remained steady and the banking industry is no longer making headlines, cash might not be top of mind for clients, creating an opportunity for advisors.
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Designate trusts as beneficiaries
Clients can now designate trusts as beneficiaries for both individual and joint Flourish Cash accounts.
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Advisor Spotlight with Curt Stowers
Learn how Curt Stowers of F5 Financial Planning uses a values-driven mission to serve clients while leveraging Flourish Cash to support local nonprofits.
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Response to inquires regarding Synapse
Outlining the fundamentally different operating model of Flourish Cash, which operates in a highly-controlled, highly-audited, and highly-regulated manner.
Announcing Addepar integration
Flourish has launched an integration with Addepar, creating a data connection between the portfolio reporting software and Flourish.
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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In conversation with Dr. Daniel Crosby
An interview 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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In conversation with Jill Schlesinger
An interview 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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In conversation 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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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.
Blog
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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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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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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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 appoints new CEO
Max Lane appointed CEO. Change will support future growth and development.
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