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May 14, 2024 09:00 ET | Source: Flourish

Flourish Launches Integration with RightCapital to Enable Streamlined Access to Clients’ Held-Away Asset Data

New York, May 14, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (“RIAs”) improve their clients’...
March 19, 2024 11:26 ET | Source: Flourish

Flourish Announces New Relationship with Focus Financial to Bring Flourish Cash to More Focus Firms

New York, March 19, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (“RIAs”) improve their clients’...
September 28, 2022 09:00 ET | Source: Flourish

Flourish Completes SOC 2 Type 1 Certification, Inclusive of Flourish Cash and Flourish Crypto

New York, Sept. 28, 2022 (GLOBE NEWSWIRE) -- Flourish, a platform which provides innovative access to financial products that help RIAs secure their clients’ financial futures, today announced...
March 07, 2022 11:12 ET | Source: Chase Buchanan Wealth Management Services

Chase Buchanan Wealth Management Continues Global Expansion of Financial Advisers

Paphos, Cyprus, March 07, 2022 (GLOBE NEWSWIRE) -- Chase Buchanan Wealth Management is undertaking a dynamic expansion, creating private wealth management hubs throughout Europe and beyond to...
December 02, 2021 09:00 ET | Source: Flourish

Flourish Crypto Adds Support for Ethereum and Expands Compliance Resources with a Blueprint for Approaching Cryptocurrencies, Following Growing Demand from RIAs

New York, Dec. 02, 2021 (GLOBE NEWSWIRE) -- Flourish, a platform which provides innovative access to financial products that help Registered Investment Advisers (RIAs) secure their clients’...
December 14, 2016 10:18 ET | Source: First Ascent Asset Management

First Ascent Position Paper Explores Robo Advice Regulatory Issues

DENVER, Dec. 14, 2016 (GLOBE NEWSWIRE) -- Can a Robot Be a Fiduciary? That’s the core question in a new position paper released today by First Ascent Asset Management. Written by First Ascent...
May 17, 2016 12:38 ET | Source: CNL Securities Corp.

CNL Securities Debuts Mobile App

Orlando, Fla., May 17, 2016 (GLOBE NEWSWIRE) -- CNL Securities has launched a mobile app specifically designed to help inform and educate financial advisors on key topics related to...