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Wealth Advisor Daily
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Tuesday, October 6, 2026The Morning Brief →Sign in
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Rohit Agarwal

In PWD coverage since September 4, 2026 · 2 stories
PWD coverage
practice

Aquiline buys control of Flourish from MassMutual as Phase II lending rollout nears

MassMutual retains a stake described as significant in the cash platform used by 1,300 RIAs; no purchase price is disclosed.
M&A · Sep 4Flourish's PE buyout is a private-bank end run
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