Posts Categorized: Financial Services

State National Companies Joins Forces With Glia

Posted filed under Financial Services.

State National Companies is proud to announce that the company has teamed with Glia, the leading provider of Digital Customer Service (DCS), to introduce a communication platform that provides State National’s end-user customers with a seamless digital-first experience across all channels — SMS, chat, voice and video — without breaking the digital connection. This new… Read more »

Aliah Minor HS Teacher Turned Entrepreneur is Leaving no Entrepreneur Behind During Tax Season

Posted filed under Financial Services.

Local Houston Entrepreneur and Finance professional went from stretching $10 for gas and food to assisting other entrepreneurs with budgeting and tax preparation. During this year’s tax season Aliah Minor, owner of Calberts Tax Service, LLC, has committed to helping other entrepreneurs. During the pandemic, many small businesses have had to pivot their business model… Read more »

Highly Trusted Resource for the Gluten-Free Community, Mama Knows Gluten Free Announces Acquisition By Stealth Acquirer

Posted filed under Financial Services.

Launched in 2017, Mama Knows Gluten Free found market fit by providing easy-to-follow, family-friendly, recipes featuring affordable and simple ingredients. With a catalog of hundreds of engaging posts and recipes, the site serves as a go-to resource for millions of visitors each year. Audrey Roberts, Mama Knows Gluten Free founder, said “I have been very… Read more »

New Disruptive Innovation Replaces Target Date Funds & Managed Accounts in 401(k) Plans

Posted filed under Financial Services.

Ronald Surz, President of Target Date Solutions,  announces the release of Soteria software that facilitates personalized target date accounts by blending patented safe-landing target date glidepaths with the personalization of managed accounts. Target date funds (TDFs) are the most popular Qualified Default Investment Alternative (QDIA). Managed accounts (MAs) are the second most popular. Both TDFs… Read more »