Fintech Flourish topped $5 billion in assets under custody and is launching into fee-based annuities; CEO Max Lane said he's learned a lot about the importance of data integration along the way.
Flourish RIA Fintech Hits $5 Billion AUC Milestone eagletribune.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eagletribune.com Daily Mail and Mail on Sunday newspapers.
Cash management strategies ahead of Fed cuts | Financial Planning financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.