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Flourish launches QuickBooks/Quicken integrations for its Cash accounts, streamlining financial management. Business clients earned $45M+ interest in 2025.

Advisory Services Network carries strong momentum into 2026, having added approximately 20 advisory groups and net growth of $2.1 billion in 2025.

NEW YORK, Sept. 10, 2024 (GLOBE NEWSWIRE) -- Goldman Sachs Custody Solutions (“GSCS”), a modern custodial provider for independent advisors, will now serve as a select custodian for NewEdge Wealth...

Denver, Feb. 29, 2024 (GLOBE NEWSWIRE) -- Capitaliz, a digital platform for business valuation, succession, and exit planning, today announced findings from its latest Value Potential Index™ (VPI)....

Denver, Feb. 07, 2024 (GLOBE NEWSWIRE) -- Capitaliz, a digital platform for business valuation, succession, and exit planning, today announced Jared Johnson as its President, North America. In this...

Denver, Dec. 13, 2023 (GLOBE NEWSWIRE) -- Capitaliz, a leading digital platform for exit planners to deliver scalable business valuation, succession, and exit planning outcomes, today launched its...

New York, Sept. 12, 2023 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (RIAs) secure their clients’...

New York, Sept. 08, 2023 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (RIAs) secure their clients’...

Fayetteville, Ark., June 07, 2023 (GLOBE NEWSWIRE) -- AcreTrader, the land investment platform at the intersection of agriculture, tech and finance, announced today its strategic alliance with...

New York, April 18, 2023 (GLOBE NEWSWIRE) -- Flourish, a platform which provides innovative access to financial products that help registered investment advisors (RIAs) secure their clients’...