Ep. 336: Building the Private Bank for the Independent Advisor with Max Lane, Flourish
April 11, 2026
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Show Notes
<p>The post <a href="https://wealthtechtoday.com/2026/04/11/ep-336-building-the-private-bank-for-the-independent-advisor-with-max-lane-flourish/">Ep. 336: Building the Private Bank for the Independent Advisor with Max Lane, Flourish</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>
<p>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. […]</p>
<p>The post <a href="https://wealthtechtoday.com/2026/04/11/ep-336-building-the-private-bank-for-the-independent-advisor-with-max-lane-flourish/">Ep. 336: Building the Private Bank for the Independent Advisor with Max Lane, Flourish</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>