fbpx Chalice Financial Network

 

News

For media inquiries please contact Joe Kuo or Chris Latham.

 
February 20, 2019 | Wealth Management — A Step-by-Step Guide to Finding the Proper Succession Planning Deal Partner
Whether you are looking to become a buyer or a seller, the key to achieving your goals through a succession planning deal is to find the proper partner on the other side of the transaction. Read More…

February 13, 2019 | WSJ — Wealth Adviser Briefing: Price-Gap Costs, Servicing Mortgages, Summer Camp Homes
San Diego-based Chalice Financial Network, which launched last month, says it has acquired Succession Link, an online matching service for mergers and acquisitions among independent advisers. Chalice also has partnered with Oak Street Funding, which makes loans to advisers looking to buy or sell practices. Read More…

February 13, 2019 | Barrons — Chalice Financial Network Bolsters Offerings
Chalice provides third-party services and technology on a subscription basis and is targeting smaller independent advisors — those with $50 million to $250 million in assets under management. The company says this cohort has trouble getting needed services at a discount unless they enter an “all or nothing” relationship with an independent broker-dealer or RIA aggregator. Read More…

February 13, 2019 | The DI Wire — Chalice Financial Network Launches M&A Support Platform for Advisors
The company acquired Succession Link, an online matching service for financial advisor merger and acquisition deals, and formed a strategic alliance with Oak Street Funding, which provides financing for advisors seeking to buy or sell an independent practice. Read More…

February 12, 2019 | Private Banker International — Chalice Buys Succession Link to Power New Adviser M&A Support Service
Chalice founder, chairman and CEO Keith Gregg said: “From identifying potential transactions, to obtaining deal financing, to expertise on transaction execution and business integration, we now offer the entire continuum of solutions that independent advisers need to buy or sell a business. Read More…

February 11, 2019 | Wealth Management — Chalice Acquires Succession Link, Launches New Advisor Lending Service
To help power the new service, Chalice acquired Succession Link, an online matching service for independent advisor M&A deals. The firm also formed a partnership with Oak Street Funding, which provides conventional non-small-business-administration loans to advisors seeking to buy or sell books of business. Read More…

February 11, 2019 | FA Magazine — Chalice Financial Network Expands Services For M&A
Keith Gregg, founder, chairman and CEO of Chalice, said, “From identifying potential transactions, to obtaining deal financing, to expertise on transaction execution and business integration, we now offer the entire continuum of solutions that independent advisors need to buy or sell a business. Read More…

February 11, 2019 | Real Assets Advisor — Shop Talk: Fintech and Its Role at Financial Advisory Firms
Technology has made its move on the financial advisory business in a big way, now the question becomes where will fintech take financial advisers and what is the proper ratio of high-touch to go with the high-tech. Along the way, what roles are AI and blockchain likely to play? To discuss fintech and its advances, we are joined by Christopher Giles, chief information officer at Chalice Financial Network. Watch Video Now…

February 8, 2019 | Forbes — Using Tech To Enhance, Value And Sell A Business
Entrepreneurs who have worked hard to build successful businesses deserve not only to sell it at a healthy valuation to a capable buyer but to complete the transition with minimal stress. However, the sale process often is unsettling and stressful for small business owners. Read More…

January 29, 2019 | ThinkAdvisor — New Platform Offers Not Just Software but Business Building
Keith Gregg, CEO says they (Chalice Financial Network) not only provide top-grade third-party advisory software and fintech solutions in one platform to advisors, but also provide business solutions, such as software for accounting, so advisors aren’t wasting time accessing separate programs. Read More…

January 28, 2019 | Financial Advisor IQ — Startup Promises Amazon Prime-like Services for FAs
The firm says it aims to fill “the enormous current void” in services for independent advisors with $50 million to $250 million in assets under management, Keith Gregg, chairman and CEO of Chalice, says in the press release. Read More…

January 25, 2019 | City Wire USA — Chalice Advisor Exchange has labelled itself the ‘Amazon Prime for financial advisors’ and has leading fintech specialists on its advisory board.
The San Diego, California-based fintech platform provides advisors with a central software that includes access to institutional alternative investment like private equity, venture capital and hedge funds as well as a roster of fintech solutions that address needs in human resources, compliance and information technology. Read More…

January 25, 2019 | Wealth Advisor — Chalice Financial Network launches Chalice Advisor Exchange
Keith Gregg, Chairman and CEO of Chalice, says: “We’re thrilled to launch Chalice Financial Network, with its Chalice Advisor Exchange platform, as the culmination of the intensive planning and implementation we have engaged in over the past year, with the aim of creating the ‘Amazon Prime for independent financial advisors.’ Read More…

January 24, 2019 | Wealth Management — Chalice Offers End-To-End Business Services For Advisors
“Chalice liberates independent advisors from the ‘all or nothing’ affiliation structures that traditional independent broker-dealer and corporate RIA platforms require before they grant access for these advisors to the resources and tools needed to succeed,” said CEO, Keith Gregg. Read More…

January 24, 2019 | FA Magazine — Former IBD Exec Brings New Member Benefit Organization to Indie Advisors
The idea of the network is to help independent advisors through the entire lifecycle of their business—from starting it to exiting. The firm has resources to help advisors set up their own LLC or RIA and has negotiated a deal with WeWork to provide office space at a 25 percent discount. Read More…

December 21, 2018 | Think Advisor — How Indie Advisors Can Get More Love (and Service) From Their Firms
Independent financial advisors who are willing to provide data-driven details on their performance and growth projections, dive deep in understanding what their broker-dealers are doing and research what the broader industry has to offer, could achieve a new level of success in partnership with the firms that support them. Read More…

December 21, 2018 | FinTek News — 2019 Predictions for Trends in Wealthtech From the Experts
“We see a movement towards the great unbundling of technology solutions, and more a la carte choices and pricing. API connectivity is becoming common place, and access to digital marketplaces – are the go to shopping place for Independent Wealth Advisors,” says Keith Gregg, Chairman and CEO of Chalice. Read More…

December 18, 2018 | Forbes Finance Council — How To Outsource Business Tasks Without Losing Control Of Your Business
It is well documented that many sales representatives (download required) spend less than 40% of their time on actual sales-related activities and that the average entrepreneur spends just 32% of their time working on vital business functions, like long-term strategic planning. Taking these steps will help you regain control of your life and peace of mind without breaking the bank.. Read More…

November 28, 2018 | Financial Planning — Handicapping the Platform Providers
“We think [RIAs with between $50 million and $250 million AUM ] are an overlooked and underserved market,” says former LPL executive Derek Bruton, COO of Chalice Wealth Partners. Read More…

November 16, 2018 | Wealth Management — The Great Unbundling of Financial Advisor Support
The future of financial advisor support will shift from “all or nothing” affiliation models to fintech-based, industry membership organizations that deliver affordable, à la carte platforms that ideally bring together everything independent advisors might need to succeed, from investment management, marketing and business administration to human resources benefits, office space and liability protection. Read More…

October 1, 2018  |  Financial Advisor – Building the Perfect Tech
Some firms market themselves primarily as fintech companies with broker-dealer and RIA platforms included. Chalice Wealth Partners in San Diego is such a firm, according to Christopher Giles, president of Chalice Financial Technology. Most advisors affiliating with Chalice do so for the fintech offerings, which are aggregated from tech vendors and all accessible through a single sign-on platform, he says. Read More…

September 18, 2018  |  FinTechNews – Meet Christopher Giles of Chalice Wealth Partners
Chalice Advisor Exchange helps advisor members grow their businesses through the aforementioned scalable technology solutions in addition to turnkey digital marketing and social engagement. Read More…

September 13, 2018  |  RIABiz – Two ex-LPL talents join Derek Bruton and Keith Gregg’s Chalice start-up (RIAs)
After just three months in-situ as the president of Chalice Wealth Partners, the ex-LPL RIA overseer gets Christopher Giles as chief information officer and Stephanie Holly as chief financial officer. Read More…

July 9, 2018  |  Press Release – Chalice Wealth Partners and VENTURE.co partner to support growing sector of independent Registered Investment Advisors (RIAs)
Chalice and VENTURE.co today announce a new collaboration, bringing increased product access and diversification across asset classes to independent advisors. VENTURE.co is providing the Chalice Financial Network and its advisors with early access to high quality, broker-dealer vetted alternative investments to supplement traditional products. Read More…

July 2, 2018  |  RIABiz – The Derek Bruton Effect Gets Louder
At Chalice Wealth Partners, the tall presence of Derek Bruton is starting to reach above the clouds—exhibited by two slam dunks. He drafted two top people to his team and scored a big RIA account, all within the past 30 days. Read More…

June 26, 2018  |  FinTek News – Chalice Wealth Partners Strengthens Executive Bench with Two Hires
“Chalice is continuing to grow at an accelerated pace to meet the industry’s needs in unprecedented ways. The addition of Christopher and Stephanie bring exceptional talent and firepower to the executive team that is sure to take us to the next level. Their presence not only supports the accelerated growth we are experiencing, but clearly illustrates our commitment to talent and technology,” said Keith Gregg, Chalice’s Founder and CEO. Read More…

June 26, 2018  |  OnWallStreet-Financial Planning – Atlanta Consulting Chooses Chalice Capital as Broker-Dealer
“Chalice’s ability to provide institutional, quality support and services via full service brokerage and capital markets in addition to their willingness and empathy in supporting the wants and needs of independent RIAs designated that they are a great fit for our firm and clients,” said Roderick Hennek, managing director and founder of Atlanta Consulting, in a a statement. (View slide #33) Read More…

June 1, 2018  |  Investment News – Heard of Chalice? It’s Being Called Amazon Prime for Financial Advisers
Keith Gregg has rolled up his sleeves to dig himself into his latest venture, Chalice Wealth Partners, an enterprise he is touting as Amazon Prime for financial advisers. The “member benefit organization” is designed to “connect all the products and services to help advisers run their businesses,” he said. “The breakaways and independents really are small business owners, and they need this.” Read More…

May 30, 2018 (San Diego, CA) – Atlanta Consulting Group Chooses Chalice Capital Partners as Its Broker/Dealer.
The Atlanta Consulting Group, an Atlanta-based wealth manager that advises on more than $12 billion in client assets, said Wednesday it had chosen Chalice Capital Partners as its broker/dealer. Chalice Capital Partners is the independent b/d branch of the Chalice Financial Network, which offers its network of financial advisors a shared-services and technology platform Read More…

April 10, 2018 (San Diego, CA) – Chalice Wealth Partners Launches Chalice Financial Network, a Members-Only FinTech Platform for Financial Advisors
Chalice Wealth Partners, a financial technology membership organization for registered investment advisors (RIAs) and wealth advisors, today announced the launch of Chalice Financial Network, a shared-services technology platform that enables members to access their full suite of products and services – all via a single sign-on. Read More…

April 25, 2018  |  Fintek News – Chalice Wealth Partners Raises $4.6 Million in Series A Funding Led by Uinta Investment Partners
Chalice Wealth Partners, a financial technology membership organization for registered independent advisors (RIAs) and wealth managers, today announced that the closing of their Series A Funding has totaled $4.6 million. Read More… 

April 12,2018 – Fintech Firm Launches Shared-Services Platform, Solutions
Fintech firm Chalice Wealth Partners says it is rolling out a “members only” shared-services technology platform for wealth managers, Chalice Financial Network. Plus, it has hired Derek Bruton, a former LPL Financial executive, to become chief operating officer of both its broker-dealer and RIA. Read More…

Chalice Financial Network™ is a thriving peer-to-peer community of like-minded independent wealth advisors where The Strength of WE Empowers a Network of ME™.

Hover Image
Hover Image
Hover Image
Hover Image
Chalice Wealth Partners
The Holy Grail for Wealth Advisors
Hover Image
Hover Image

Comments are closed.

Have questions?