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Flourish launches mortgage platform to help RIAs retain assets

Flourish launches mortgage platform to help RIAs retain assets

Cash, Fintech, Industry News, Mortgage brokers, RIAs, Technology, Wealth management /

On Tuesday, advisor tech provider Flourish launched a residential mortgage platform aimed at helping RIAs prevent asset outflows to banks and wirehouses during home financing decisions.  Processing Content The new offering, Flourish Lending, is available to more than 1,100 RIA firms on the platform and supports refinancing, cash-out refinancing and new home purchase loans of […]

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Bank of America inches past estimates, buoyed by net interest income

Bank of America, Brian Moynihan, Earnings, Wealth management /

Key Insight: Bank of America’s earnings narrowly surpassed Wall Street’s expectations in the fourth quarter of 2025. Supporting Data: BofA’s earnings per share reached $0.98 in last year’s final quarter, edging past analysts’ estimates of $0.96, according to S&P. Expert Quote: “While any number of risks continue, we are bullish on the U.S. economy in

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Democratic AGs hire former CFPB Director Chopra

CFPB News & Analysis, Consumer banking, Industry News, Wealth management /

In this week’s banking news roundup: Rohit Chopra is named senior advisor to the Democratic Attorneys General Association’s working group on consumer protection and affordability; Flagstar Bank’s private-banking division adds two additional wealth-planning capabilities; Chime promotes three members of its executive leadership team; and more.

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Empathy can’t be automated — neither can financial guidance

Empathy can’t be automated — neither can financial guidance

Artificial Intelligence, Marketing, Practice and client management, Technology, Wealth management /

Will AI ultimately supplant financial advisors? We certainly see headlines hinting at such a fate, including one in Financial Planning: “Don’t think AI will replace you? That’s this CEO’s goal.” Ronak Amin, vice president of customer success, Aidentified In the October article by FP reporter Rob Burgess, Fahad Hassan, head of RIA Range Advisory, likened

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Northern Trust shares jump on report of BNY merger interest

Northern Trust shares jump on report of BNY merger interest

Asset management, BNY, M&A, Wealth management /

Adobe Stock Shares of Northern Trust rose by more than 6% as of midday Monday after a news report that Bank of New York Mellon reached out to the asset servicing and investment management firm last week to discuss a potential acquisition. The CEOs of BNY and Northern Trust have had at least one discussion,

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