Flourish Acquiring Sora Finance

Published on March 20, 2025

The addition will add mortgage and liability capabilities to the wealthtech platform.

Continue reading on website
Other news

SEC Marketing Rule Guidance Lightens Burden on Investment Performance Advertising

March 20, 2025
The Trump administration’s SEC amends the guidance on the marketing rule to ease requirements for how RIAs advertise extracted investment performance to potential clients.

Stifel Hit With Class Action Suit Over Cash Sweeps

March 20, 2025
In 2023, the firm earned 6.08% on deposits and paid as little as 0.01%, the complaint states.      Related StoriesTrade War Casts Shadow Over Annuity Issuers, S&P Analysts WarnThe Big Firms That Gained, and Lost, the Most Advisors in 2024FINRA Panel Orders Stifel to Pay $7M to Breakaway Advisors