Ep. 336: Building the Private Bank for the Independent Advisor with Max Lane, Flourish
About this episode
This episode features a deep dive into the evolution of the independent RIA tech stack and the emergence of private banking services for fiduciaries with Max Lane, CEO of Flourish.
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 .
Keywords
- RIA tech stack
- fiduciary services
- financial capabilities
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