Flourish Annuity Platform Marks Major Expansion
By John ManganaroThe platform, launched in early 2024, now includes RILAs, fixed indexed annuities, variable annuities, income riders and more.
May 01, 2025
Focus Financial Names New President and COOAs Focus’ new president, Adam Birenbaum is tasked with creating a “more unified, aligned and forward-looking organization.”
April 30, 2025
Barry Ritholtz Sees ‘Genuine Risk’ for Clients Who Need Money In Next Few YearsMonths ago, the Ritholtz Wealth CIO told clients to tune out the noise. But the message has evolved.
April 24, 2025
10 Biggest Wealth Management Deals: Q1 2025The biggest deal of the first three months of the year, as tracked by Echelon Partners, may surprise you.
April 23, 2025
Altruist Secures $152M in New Funding for GrowthLed by Jason Wenk, the RIA custodian is now valued at about $1.9 billion.
April 22, 2025
What Advisors Should Know When Their BD Gets AcquiredCommonwealth is far from the only BD caught up in the ongoing consolidation wave, recruiter Jodie Papike says.
April 21, 2025
Why We're Enhancing Our Focus on Recruiting MomentumWe're broadening coverage of this topic to help advisors make well-informed decisions about switching firms.
April 18, 2025
Mariner and Vanilla Strike Estate Planning DealThe arrangement gives all of the $560 billion RIA’s 700-plus advisors access to the tech firm's platform.