Tag : tru Independence

tru Independence Launches $500 Million Sykon Capital
Fintech News

tru Independence Launches $500 Million Sykon Capital

Business Wire
by Business Wire0218
tru Independence, (“tru”) a $10 billion and growing national independent advisory community, announces the launch of Sykon Capital (“Sykon”), the latest firm to join tru’s growing roster of independent advisory businesses. Sykon is the second group from the New York City area to partner with tru in the past three months and signifies......
tru Independence Launches truView, Part of Its New EAS Platform
Fintech Investment Services News

tru Independence Launches truView, Part of Its New EAS Platform

Fintech News Desk
by Fintech News Desk0341
In a crowded advisory platform landscape, tru understands that advisors crave a partner who cares for them as passionately as they care for and protect their own clients tru Independence, a $9 billion national independent advisory community, announces the launch of truView, which will power a new Experience As a......
$650 Million Channel Wealth Selects tru Independence as Advisory Growth Partner
Finance News

$650 Million Channel Wealth Selects tru Independence as Advisory Growth Partner

Fintech News Desk
by Fintech News Desk0353
tru Independence continues to attract growth minded advisors who see the value in the tenants of the tru partnership: growth services, human capital and innovative technology tru Independence, a $9 billion national independent advisory growth platform, announced the latest advisor partner to join — Channel Wealth. The firm is headquartered......
Conquis Financial LLC Launches $200 Million New Advisory Firm with tru Independence
Finance News

Conquis Financial LLC Launches $200 Million New Advisory Firm with tru Independence

Fintech News Desk
by Fintech News Desk0340
Katherine Simmonds selected tru for increased autonomy and an independent support model tru Independence, a national financial advisory partnership platform that provides breakaway and existing independent advisors with the support and resources needed to operate and grow, today announced that San Francisco-based advisor Katherine Simmonds, CFP®, has launched her new independent advisory......
Fintech News

tru Independence Expands C-Suite, Further Strengthens Business Platform with Addition of Gary Bonner as Chief Operating Officer

Fintech News Desk
by Fintech News Desk0388
The company also announces partnership with Entwood Holdings to drive growth tru Independence (tru), an open architecture platform that provides independent financial advisors with a full suite of business support services, today announced the addition of Gary Bonner as Chief Operating Officer. The addition of Mr. Bonner to the team’s C-Suite is powered by the......
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