Cerity Partners
Cerity Partners, one of the nation’s leading independent financial advisory firms, announced that it has merged with New York-based wealth management firm EMM Wealth. With this merger, Cerity Partners now manages approximately $26 billion in assets.
Flourish
Flourish, a platform for financial advisors, announced a partnership with Buckingham Strategic Wealth to offer Flourish Cash as a cash-management option for Buckingham’s advisors and their clients. Clients of Buckingham Strategic Wealth now have access to a competitive variable rate on their cash, high levels of FDIC coverage through Flourish Cash’s Program Banks, and a modern and streamlined user experience.
Vasyl Soloshchuk is CEO and co-owner at INSART, FinTech engineering company. Vasyl is also the author of WealthTech Club, which conducts research into fortune and startup robo-advisor and wealth management companies in terms of the technology ecosystem.