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Latest News and Press Coverage of Trilogy Financial:

Wealth Management May 14, 2018 The digitization of financial services is upon us and with it comes an opportunity to grow—not just in our use of technology, but also in the way we serve clients. In this age of hybrid financial advice, where clients wish to experience the same autonomy they…

  • Wisebread 12 May 2018 Giving your teenager a credit card may seem like a scary proposition, but it could be the safest way to teach them about credit. Credit expert John Ulzheimer says it's just like teaching your teenager how to operate a car, but in a controlled environment. "Nobody would just let a teen hop in a car and drive," says Ulzheimer, who formerly worked with Equifax and FICO. "And nobody should just let their kid get a card on their own someday without some teaching by the parents." https://www.wisebread.com/does-your-teenager-really-need-a-credit-card

  • FinTekNews April 5, 2018 We need them to abandon the machine work that has become such a distraction. Oftentimes, smart advisors use less than superior tools to do their darndest to serve their clients and in the meantime have lost human connection. It is time to alter our expectations of financial advisors. We primarily need to expect them to act in human, not machine ways, and in doing so more than earn their fee. What are the human things great advisors do? https://finteknews.com/making-financial-advice-human-4-things-advisors-must-do-and-4-things-tech-must-do/  

  • Are You Prepared to Be the Financial Advisor of Tomorrow? Apr. 19, 2018 Ferrero, global confectionary giant, has brought on Cheryll Forsatz in the newly created role of VP, PR and corporate communications. Forsatz joins Ferrero from Ketchum, where she was a senior VP with responsibility for the agency’s external communications. Before that, she served as director of communications for McDonald’s New York Metro Region and was also a senior VP at MWW PR. At Ferrero, she will lead PR and corporate communications plans and strategies for its product portfolio (which includes Ferrero Rocher, Nutella, Tic Tac and Kinder Joy) as well as for…

  • Is This Your First Tax Season as Newlyweds? Here’s How to Get Through It Like Pros April 2018 A financial expert breaks down how to get through tax season unscathed, including how to prep, when to file jointly and the best ways to optimize your refund. ’Tis the season—for taxes. Listen, we know shuffling through IRS forms and deciphering a new tax code is one of the least enticing ways to kick off newlywed life (especially if you just returned from your honeymoon and finally wrapped up thank-you notes). But if you haven’t already, it’s time to get down to…



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