8+ hour, 48+ min ago  (103+ words) Date: Apr 30, 2026 Time: 2:00 pm EDT Attendees will learn how to: Define and communicate the advisor's true value proposition in a shifting industry landscape Identify signs of outdated operating models and understand when change or independence may be warranted Evaluate common…...

2+ week, 4+ day ago  (1009+ words) Plus, Subatomic debuts an AI chief of staff, Nitrogen earns ISO certification, Zocks enters life insurance and WealthFeed adds warm introductions for prospecting. Flourish, a technology platform serving registered investment advisors, perhaps best known for its cash management features, has…...