TruChoice Financial Group, LLC (TruChoice), one of the largest distributors of insurance products in the financial services industry, is augmenting its lineup of technology tools that can help financial professionals and their clients to be better prepared when developing retirement income strategies. The two new calculators focus on evaluating ongoing income flows and addressing withdrawal rate … Read more
Veery Capital, a registered investment advisory firm specializing in retirement plan services, has officially announced the addition of two new members to its team. According to the firm, Sarah Shaw has been appointed to the position of financial planning associate, and Terrance Tillman has been brought on as an operations associate. The expansion of the … Read more
Zoe Financial is the platform where affluent clients find, hire, and grow their wealth with trusted financial advisors. Today, the company announced the public launch of the Zoe Wealth Platform. This innovative and powerful tool allows clients to open investment accounts instantly while working with a financial advisor. In addition, the platform features account funding, automated rebalancing, … Read more
PHP Agency (“PHP”), a tech-enabled national field marketing organization serving America’s diverse middle class, and part of Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced PHP has named Maral Keshishian as President. Since 2011, Maral Keshishian has served PHP … Read more
Zoe Financial was selected as a winner for NerdWalletʼs 2023 Best-Of Awards for the category of Best Online Financial Advisor. With this award, the New York-based company becomes a two-time winner for this recognition. Zoe is a wealth platform that connects people across the country with the top 5% of financial advisors to guide them through their retirement planning, investment … Read more
For financial companies and FinTech businesses, data is the most critical asset. However, for most companies, 80% of data is unstructured. Korean company XQuant wants to help companies and businesses in the finance sector with data automation using AI. XQuant was established in 2019 to deliver services to financial institutions increasingly interested in using AI … Read more
Trillium Trading, a leading proprietary trading firm headquartered in New York City, announces Benjamin (Ben) Baller to be appointed as Managing Director of Trading, effective January 2023. Baller will oversee trading operations and further develop the analytics department and trader training programs. Since joining the firm in 2008, Baller has been an integral part of … Read more
Leading retirement planning and wealth management firm Veery Capital is celebrating 10 years in business in the state of Delaware. Headquartered in Wilmington, the firm has remained committed to serving its clients and giving back to the community since its formation. When considering the new branding direction for the firm in 2021, Veery Capital’s executive … Read more
TruChoice Financial Group, LLC, one of the largest distributors of insurance products in the financial services industry, has again enhanced their Specialized Products Division (SPD), adding three registered index-linked annuity (RILA) carriers. The additions give TruChoice’s financial professionals expanded product offerings with seven RILA carriers to choose from. “RILAs are still the fastest-growing segment of the … Read more
Instnt, the AI-managed customer acceptance platform that helps businesses accept and onboard more good customers for good, with up to a $100 Million fraud-loss protection and liability shift, joins Hyperledger Foundation, the open, global ecosystem for enterprise blockchain technologies to continue driving the development and adoption of Hyperledger technologies. For the longest time, consumers have had … Read more
