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Est. 2026Moves · Money · ManagementNew York

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MassMutual helps Flourish find white knight buyer and regain 'standalone' status just months ahead of Phase II rollout that makes its 1,300 RIA clients more like a giant virtual private bank

By Brooke Southall · RIABiz ·

The Springfield, Mass. life insurer is passing the 'controlling interest' baton to private equity on the verge of RIA play to assault the bank fortress walls of checking and lending, nationally -- without a bank charter or branches but digital savvy aplenty

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