Dean Shill of Katapult Wealth Partners Awarded Prestigious AICPA Standing Ovation Honor
Recognizing Excellence: Katapult Wealth Partners' COO, Dean Shill, Celebrated as Recipient of the Prestigious AICPA & CIMA PFP Standing Ovation Award Dean Shill, CPA/PFS, COO,...
TruChoice Hosts First TruWomen Mastermind of the Year
The two-day event offered attendees interactive sessions and a look at TruChoice's new women-focused marketing platform TruChoice Financial Group, LLC (TruChoice), one of the largest...
TruChoice Earns Great Place To Work Certification
The prestigious award is based entirely on current employee feedback about their experience working at TruChoiceMINNEAPOLIS, MN / ACCESSWIRE / May 4, 2023 / TruChoice...
Income Solver Software Ranked #1 by Advisors for Third Year in a Row for Retirement Income Strategies
Income Solver is ranked #1 for the third year in a row in the category of "Retirement Distribution" Software by advisors in the T3 Technology...
SSanalyzer Wins Top-Ranked Social Security Software
OVERLAND PARK, KS / ACCESSWIRE / March 22, 2023 / The annual T3 Technology survey of financial advisors once again ranked Social Security Solutions Inc.'s...
SSanalyzer Wins Top-Ranked Social Security Software — Eighth Year in T3 Technology Survey
The annual T3 Technology survey of financial advisors once again ranked Social Security Solutions Inc.'s tool SSanalyzer in 2023 as a leading provider for Social...
Sora Finance Raises $3.9M to Offer Credit Management as a Service to Financial Advisors and Employers
Sora Finance, a fintech startup providing credit management and liability optimization as a service to financial advisors, planners, and employers, just announced a previously undisclosed...
TruChoice Launches New Online Calculators
The 2 diagnostic calculators give financial professionals added insight when developing retirement solutions for clients TruChoice Financial Group, LLC (TruChoice), one of the largest distributors...
TruChoice Opens 2023 With Annual Climb Conference
The practice management event featured two keynote speakers, peer-to-peer sharing, and the launch of an exclusive new online calculator TruChoice Financial Group, LLC, one of...
TruChoice Adds 3 RILA Carriers to Product Shelf
The additions now give TruChoice 7 RILA carriers to offer financial professionals more available solutions for clients TruChoice Financial Group, LLC, one of the largest...