The post Ep. 336: Building the Private Bank for the Independent Advisor with Max Lane, Flourish appeared first on and was written by Elana Iskowitz.

Meet Our Guest This episode features a deep dive into the evolution of the independent RIA tech stack and the emergence of “private banking” services for the fiduciary space. Max Lane — CEO of Flourish. Max is a strategic leader at the helm of a platform dedicated to expanding the financial capabilities of independent RIAs. […]

The post Ep. 336: Building the Private Bank for the Independent Advisor with Max Lane, Flourish appeared first on and was written by Elana Iskowitz.