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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