Flourish

This fall, Flourish is releasing a number of exciting platform updates that aim to further improve the advisor experience and support advisors' ability to more easily serve their clients. ➡ Next up: Advisors can now easily view beneficiary information for client Flourish Cash accounts – including name, allocation amount, and date last updated – by selecting the 'Beneficiaries' tab on the household overview page. Learn more and stay tuned for future updates! https://lnkd.in/e3iCSkDd #cash #wealthmanagement #financialplanning A Flourish Cash account is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. An advisor’s ability to view client account information is subject to applicable privacy laws and clients' consent to such sharing. 

We're excited to announce the launch of our new embedded invitation integration with eMoney Advisor! In combination with our eMoney integration launched in 2019 – which allows advisors to incorporate clients’ Flourish balance directly into eMoney Advisor – the new integration further helps advisors integrate Flourish into the tools and systems they use every day. With the new eMoney integration, advisors can: ▪ Surface clients’ low-yielding cash  ▪ Present optimization opportunities to clients ▪ Invite clients to Flourish and prefill applications directly from within eMoney "The new integration offers our firm a powerful tool for engaging with clients on the potential value of held-away cash," said Jason Newcomer, CFP®, AIF®, EA, Principal and Financial Planner at Dogwood Wealth Management. "Many clients have significant balances in their savings accounts, earning next to nothing. Now I can show them how moving that money to a higher-yielding account can have a real impact on how long their money will last in retirement. And with Flourish, they still feel it’s ‘their’ money, with control over the account and same-day liquidity." Learn more and get started with our guide: https://lnkd.in/ehyuUkJR #cash #wealthmanagement #financialplanning A Flourish Cash account is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. Flourish Financial LLC and eMoney are separate and unaffiliated entities. This feedback may not be representative of the experience of other customers, and is not a guarantee of future performance or success.

The Flourish team is honored to have received the award for Best Cash Optimization Service for Flourish Cash for the second year in a row at the 2024 WealthManagement.com Industry Awards! Flourish Cash has been embraced by more than 800 RIAs as the premier cash management solution. We're thrilled to receive the recognition and look forward to continuing to serve the advisor community. We also want to congratulate all the firms and partners we have the honor of working with who were recognized at this year’s Awards: Coldstream Wealth Management, The Colony Group, Dakota Wealth Management, eMoney Advisor, Envestnet, Inc, Integrated Partners, JFS Wealth Advisors, Keebeck Wealth Management, Mason Investment Advisory Services, Inc., Perigon Wealth Management, LLC, RFG Advisory, Savant Wealth Management, Snowden Lane Partners, Wealthspire Advisors. The Wealth Management Industry Awards (fka: “The Wealthies”) honor individuals, organizations, and companies providing significant support to financial advisors. The award program highlights technology initiatives designed to help financial advisors build better practices and more effectively serve their clients. This year’s program attracted a record-breaking number of entries: more than 1,000 from over 400 companies. In total, 92 awards were presented to 84 companies from a pool of 287 finalists. Finalists and winners are assessed and determined by a panel of independent judges. #cash #award #wealthmanagement #financialplanning A Flourish Cash account is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. Please visit flourish.com for more information.

Future Proof 2024 is just around the corner! We’ll be celebrating the Flourish mission to help your firm grow with a custom gift. To take part in this unique opportunity, please reach out to your Flourish representative by Tuesday, September 3 and plan to come visit us at Booth 303. Don’t forget to sign up for a Breakthru meeting for some one-on-one time with the Flourish team. We look forward to seeing you there! #cash #wealthmanagement #financialplanning #futureproof2024 A Flourish Cash account is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. Please visit flourish.com for more information.

Last week, we kicked off our two-part series about why cash still matters by sharing the unique opportunity for advisors who support clients with access to competitive rates, enhanced FDIC, and the long-term benefits of compounding yield. Now we take a look at how advisors who continue to bring cash into the conversation can add value to clients, unearth new assets & increase wallet share, and unveil an opportunity to increase organic growth. https://lnkd.in/eynXsDzD #cash #wealthmanagement #financialplanning A Flourish Cash account is a brokerage account offered by Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank.  The cash balance in a Flourish Cash account will be swept from the brokerage account to deposit account(s) at one or more third-party Program Banks who provide the interest rate and FDIC insurance. Please visit https://lnkd.in/ewRGQpsi for further details on rates and FDIC insurance coverage.

The steady stream of rate increases and bank instability in 2023 made cash a hot topic. As rates have remained steady and the banking industry is no longer a leading news story, cash might not be top of mind today. Yet, even if rates fall from current levels, clients have become far more aware of this piece of the personal financial puzzle than in previous decades, creating a unique opportunity for advisors. In our two-part series, we're taking a look at why cash still matters for clients and advisors. We start with a look at how advisors who support their clients with a high-yield cash solution can provide both immediate and long-term benefits: https://lnkd.in/eGMVdujh #cash #wealthmanagement #financialplanning A Flourish Cash account is a brokerage account offered by Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank.  Please visit flourish.com for more information. 

We’re excited to welcome Corebridge Financial to the Flourish Annuities platform! Corebridge is one of the largest financial services companies in the country and is ranked by LIMRA as the #2 carrier by annuity sales. With Corebridge, advisors can access the same core benefits they have come to expect from MYGAs without any surrender charges (i.e., withdrawal penalties),* giving clients the flexibility to exit the contract during the term if needed. Through Flourish Annuities, Corebridge is offering its American Pathway Advisory fixed annuities in 3-, 5-, and 7-year terms. “With the advent of Flourish Annuities, RIAs now have an advisor-centric platform to seamlessly add multi-year guaranteed annuities (MYGAs) to client portfolios to deliver attractive guaranteed returns, full principal protection, and tax deferred growth. The addition of Corebridge, one of the largest and most innovative carriers in the space, expands our marketplace to give RIAs more MYGA options," said Max Lane, CEO of Flourish. "Every advisor should be considering MYGAs for client portfolios and the Corebridge American Pathway Advisory offers clients liquidity and flexible terms.” Learn more: https://lnkd.in/eTmSjfEe #annuities #wealthmanagement #financialplanning Flourish Annuities refers generally to the annuity platform operated by Flourish Technologies, LLC and to Flourish Insurance Agency, LLC in its capacity as a licensed insurance producer providing insurance services related to such platform, and where applicable, the individual annuity contracts intended to be purchased by individual clients of registered investment advisors (“RIAs”). This is not a proposal or a solicitation to purchase insurance. Annuities are issued by American General Life Insurance Company (AGL). AGL is a wholly-owned subsidiary of Corebridge Financial, Inc. Guarantees are backed by the claims-paying ability of, and financial obligations of insurance products are the responsibility of, AGL.   Annuities are long-term insurance products designed for retirement. Any withdrawals taken prior to the Contract Owner reaching the age of 59½ may also be subject to a 10% federal tax penalty, in addition to ordinary federal and state income taxes. The Contract Owner should seek legal and tax advice before making withdrawals prior to age 59½. * Withdrawals may be subject to a market value adjustment, which can increase or decrease the value of the annuity, depending on the interest rate environment. Please visit flourish.com for more information and relevant disclosures.

We're excited to share that it's now even easier to get started with our SS&C Black Diamond integration. Through our direct custodial integration, advisors have the ability to view Flourish balances and position data together with other client assets. In recent months, we've substantially improved this integration. Advisors can now manage the integration in a few easy steps – no client involvement required. Learn more and get started with our guide: https://lnkd.in/eEjnuhWd #cash #wealthmanagement #financialplanning #integrations A Flourish Cash account is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. Flourish Financial LLC and SS&C Black Diamond are separate and unaffiliated entities. An advisor’s ability to view client account information is subject to applicable privacy laws and clients' consent to such sharing. 

We’re excited to share our latest Advisor Spotlight featuring an interview with Curtis Stowers, CFP®, President of F5 Financial Planning. We spoke with Curt about his transition from a senior executive position at Caterpillar to leading a successful financial advisory firm, the power of a values-driven mission, and how he leverages Flourish Cash to serve not only his wealth management clients but local nonprofits as well. Read the full interview: https://lnkd.in/epbWNui2 #cash #wealthmanagement #financialplanning A Flourish Cash account is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. Please visit flourish.com for more information. F5 Financial Planning and Flourish Financial LLC are separate and unaffiliated firms.

We’re excited to share that Flourish is a finalist in the 2024 Finovate Awards in two categories: ▪ Best Wealth Management Solution for Flourish Cash ▪ Innovator of the Year for Flourish CTO Josh Owen The Finovate Awards recognize the companies driving fintech innovation forward and the individuals bringing new ideas to life. See the list of the finalists: https://lnkd.in/dx5bd2a8 #cash #wealthmanagement #financialplanning #awards A Flourish Cash account is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. Please visit flourish.com for more information.