September 12, 2019 | INC Advisors Signs Strategic Alliance with Chalice Financial Network
Rich Dragotta, Founder of INC Advisors, said, “The advisors we work with are independent business owners, trying to grow their businesses in an environment in which the economics don’t always favor the little guy. When we saw all that Chalice could offer – from an affordable and comprehensive group health coverage and benefits to marketing, information technology, cybersecurity and M&A support services – we knew that being a part of their network would be a great boost to our advisors and future advisors joining our network."
September 10, 2019 | Institute for Portfolio Alternatives Signs Strategic Partnership with Chalice Financial Network
Tony Chereso, President and CEO of the IPA, said, "Through our new partnership with Chalice, we are able to provide our 200-plus member firms and 1,700-plus individual members with a greater ability to operate their businesses efficiently and serve their clients more effectively."
September 06, 2019 | The Investment Center Signs Strategic Alliance with Chalice Financial Network
Marc Lefurge, The Investment Center’s Chief Marketing Officer, said, “The advisors we work with are independent business owners, trying to grow their businesses in a very competitive environment. When we saw all that Chalice could offer – from marketing, to information technology, to cybersecurity, to M&A support services – we knew that being a part of their network would be a great benefit to our advisors."
August 22, 2019 | BridgeMark Strategies Forms Strategic Alliance With Chalice Financial Network
Leading Third-Party Transitions Consultancy and M&A Advisory Firm for Independent Wealth Management Space to Provide Solutions Designed to Maximize Preparedness in Post-Reg BI Regulatory Environment for Chalice's Member Financial Advisors.
August 01, 2019 | Chalice Financial Network Launches Reg-BI Readiness Platform To Support Seamless Client Service And Business Growth For Independent Financial Advisors In New Regulatory Environment
Comprehensive Solution Helps Firms Meet the SEC's New Requirements on Serving Best Interest of Their Clients and Mitigates ConflictsNew Platform Encompasses Solutions from Kupfer & Associates and NRS to Deliver End-to-End Compliance and Regulatory Guidance Solutions
July 31, 2019 | LifeYield's Suite of Tax-Smart Household Portfolio Management Tools Now Available on CFN
LifeYield's proprietary Taxficient Score® will help Chalice's members – many of whom are financial advisors – to quantify the financial benefits of tax-smart asset allocation for their clients over 10-, 15- or 20-year periods.
July 22, 2019 | Chalice Financial Network Launches Succession Link 2.0
Keith Gregg, the Chairman and Chief Executive Officer of Chalice Financial Network, and the CEO of Succession Link, said, "The rollout of Succession Link 2.0, the nation's top online matching service for independent financial advisor M&A deals, represents our ongoing commitment to enhancing our offerings to benefit CFN members. The success we have enjoyed since our launch has allowed us to pour resources back into the firm and to continually evolve. We are now comparable to the SBA for RIAs, the Amazon Prime for independent advisors and a credit union for our members."
May 14, 2019 | Riskalyze, NRS and WeWork added to CFN
Chalice Financial Network adds new strategic alliances with the industry-leading platforms Riskalyze, NRS and WeWork, which greatly enhance CFN's ability to connect wealth management practices with the best portfolio analysis, compliance support and office space providers on the market.
April 08, 2019 | Chalice Financial Network Deploys Accelerated Growth Towards Enhanced Savings For Independent Advisors With New Pricing Structure
Members Now Pay Reduced Fee of $99.99 Per Month with a Money-Back Guarantee They Will Recoup the Cost of Joining by Using the Services on the Chalice Marketplace More Affordable Price Is Backed by Popular Demand Among Hundreds of Advisors Across the Country Who Attended CFN's Successful Five City Roadshow
April 06, 2019 | Chalice Financial Network Partners With Orion Advisor Services To Provide Independent Financial Advisors With Discounted Access To Industry Leading Business Administration Software
CFN Members Gain Access to Full Suite of Orion Services, Encompassing Performance Reports, Billing, Trade Order Management, Business Intelligence and More Orion CEO Eric Clarke Joins Chalice Advisory Board to Help Ensure Access to Award-Winning Solutions and Services for CFN Members New Strategic Alliance Underscores Strength of Chalice's Vision for Delivering "Unbundled" Third-Party Solutions, Free of Traditional IBD or RIA Affiliation Costs and Constraints
March 11, 2019 | Chalice Financial Network™ Acquires Succession Link And Forms Strategic Alliance With Oak Street Funding® To Launch Comprehensive Support Platform For Independent Financial Advisor M&A Deals And Advisor Loans
Newly-Created Chalice Advisor Lending Solutions Expands Capital, M&A Support to the 43,000-plus Users of the Top Online Matching Service for Independent Advisors Seeking to Buy or Sell a Business Alliance with Oak Street Funding Gives Chalice Members Access to Preferred Rates and Fee Waivers on Non-SBA Advisor Loans Throughout the Lifecycle of the Business* As Part of the Enhanced Services and Support, Derek Bruton Has Been Promoted to President of Chalice Financial Network and Succession Link's Chief Technology Officer Tim Horton Has Been Named Chalice's CTO
February 24, 2019 | Chalice Financial Network Launches To Revolutionize Independent Financial Advisor Space With National Membership Association Model
Amazon Prime for Independent Financial Advisors' Offers Discounted Access to Third-Party Wealth Management, Technology and Business Enterprise Solutions, Free of Traditional RIA or Broker-Dealer Affiliation Agreements Rolls Out Guaranteed Issue Group Health Insurance for Independent Financial Advisors, Staff and Dependent Family Members, with Average Cost Savings of 25% to 30% Forms Advisory Board Comprised of Nine Industry Leaders, While Kicking Off Five-City Roadshow with Anticipated Attendance Encompassing Hundreds
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