Flourish

We’ve reached $6B in assets under custody! And, in the first half of 2024, Flourish Cash clients earned more than $118M in interest. Thanks to you, clients are earning more than 9x the national savings account average. Every client has held-away savings that could be earning more – help them get started today! #cash #wealthmanagement #financialplanning A Flourish Cash account is a brokerage account offered by Flourish Financial LLC. 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. Assets include Flourish Cash client cash balances held with the Flourish Cash Program Banks as of 09/17/2024. Federal Deposit Insurance Corporation, National Deposit Rates: Savings [SNDR], retrieved from FRED, Federal Reserve Bank of St. Louis; https://lnkd.in/eTQSe8DS, 09/16/2024.

Thanks to everyone who came out to meet us at Future Proof 2024! We enjoyed three days of sunshine, tacos, and meeting advisors from all corners of the country to share how we’re helping their firms grow. We’re holding a special webinar to continue the conversation, reach out to marketing@flourish.com to register. #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.

The ThinkAdvisor Luminaries finalists have been announced and we are thrilled to be recognized in three (!) categories: ✨ Retirement Income Innovation ✨ Industry Disruptor ✨ Executive of the Year, Flourish CEO Max Lane Congratulations to all the many Flourish firms and partners who were also named finalists! #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.

While multi-year guaranteed annuities might not be on the radar of many independent RIAs, these products can solve individual client challenges and improve portfolio construction — particularly with MYGA rates often yielding 1+% more than comparable fixed-income alternatives. Read our Insights article on three client profiles that may especially benefit from this powerful fixed-income alternative: https://lnkd.in/ehBY3u2u #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. Please visit flourish.com for more information.

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.