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Buckingham Strategic Wealth and Private Ocean hire startup Flourish as agent of FDIC-insured cash in rebuff to more established players like MaxMyInterest

Flourish sees a window to contest the incumbents with 'easy button' software that lures Greg Friedman's and Adam Birenbaum's RIAs, which combine for nearly $55 billion of AUM

Author Oisin Breen
February 11, 2020 at 11:37 PM
no description available
Kelly Brewster: There are so many things that we can make available that Envestnet may never even consider touching!

Mentioned in this article:

CRM Software
Top Executive: Greg Friedman

Tech: Other
Top Executive: Gary Zimmerman



February 12, 2020 — 3:43 PM
Why would an RIA want to use a brokered solution over something like Max or just opening up an online account with Ally? Brokers inherently have conflicts of interest that as a fiduciary, I cannot in good faith refer my clients to

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