News & Events

April 20, 2020 | The CEO Views — Chalice Network Identified as Top 50 Innovative Companies of 2020

Chalice Network: Allied Team of Professionals Joining Forces for Business Optimization

Farmington, MI – April 20, 2020- CEO Views have identified Chalice Network, a technology solutions provider, as one of the top 50 Innovative Companies of 2020.

Chalice Network is a community of over 50,000 members comprised of independent Financial Advisors, CPAs, Insurance Agents and other financial professionals. The members of the organization enjoy access to exceptional benefits and solutions via our digital marketplace—all designed to help them run, grow and protect their business. Members may also access the Chalice Community where they can network, connect and learn from like-minded entrepreneurs. The company offers access to best-in-class wealth management products and services through its digital marketplace — Chalice Digital Marketplace, in search of the economies of scale and operational efficiencies that advisors want and need to thrive.

“It’s a great honor to announce Chalice Network as one of the top 50 Innovative Companies of 2020,” said Ben Johnson, Managing Editor of CEO Views.

About Chalice Network

Chalice Network is a member benefi¬t organization that focuses on supporting small to medium-sized independent professionals by offering highly favorable prices for exclusive access to services and enterprise-quality goods. The company was built to overcome the business problems of every small and medium-sized business owner-seeking economies of scale and operational effi¬ciency while helping them to simplify and grow their business through the Chalice Network.

About CEO Views

Published from Farmington Hills, Michigan, CEO Views is a print and digital magazine that aims towards providing the perfect platform for entrepreneurs to connect with the industry peers while exploring and understanding innovations that are changing the technology landscape of today and moving towards a newer world.

February 10, 2020 | Chalice Network Set to Host BooST 2020 Business Solutions and Technology Conference on March 2-4 in San Diego

The conference, set for March 2-4, 2020 at the Kona Kai Resort and Spa in San Diego, features sessions with dynamic industry experts who are focused on “Next Gen” trends, new tech, and insightful ideas geared toward helping attendees grow their small- and mid-sized businesses.

February 10, 2020 | Chalice Network Adds FA Client Machine and Anchor Point to the Chalice Marketplace

“Our goal at Chalice is to help small and midsized business owners grow and run their businesses, and our platform gives them all the tools they need from M&A services to marketing and health insurance to accounting support,” said Keith Gregg, chairman and CEO of Chalice Network.

January 16, 2020 | Chalice Network Sets Intentions for 2020; Member Organization Sharpens Focus on Digital Marketplace and Building Community

“Our intention and vision has always been to bring scale and support for the hundreds of thousands of independent financial advisors and RIAs who operate their own small and midsized businesses, and we have pursued partnerships with those who share that same passion,” said Keith Gregg, CEO of Chalice. “Today, we are proud to continue this course by sharpening our focus on Chalice Network and growing our community—where the strength of we empowers a network of me.”

December 10, 2019 | National Advisors Trust Company President and CEO James A. Combs Jr. Joins Chalice Network’s Advisory Board

“Jim brings a deep understanding of trust services to the Chalice organization,” said Dan Kreuter, CEO of Gladstone Group and chairman of the Chalice Advisory Board. “We know his expertise will enhance our members’ competency in implementing trust services, provide considerably more guidance for their clients, and deepen their value through multiple generations. We are pleased Jim has joined our Advisory Board, and we all look forward to working with him.”

November 04, 2019 | Chalice Network and Succession Link Combine on One Platform for Easy Member Access

Chalice Network™, an online member-based digital marketplace for independent, small- and mid-sized businesses, and Succession Link, the nation's top online matching service for independent financial advisor M&A deals, are now both available to members through a single sign on. Chalice acquired Succession Link a year ago as part of its continued commitment to providing its members with scale for savings, which leads to profit margin expansion and ultimately enhanced enterprise value for their business.

October 24, 2019 | Aurora Private Wealth Joins Chalice Network as New Enterprise Member

"As Aurora Private Wealth continues its growth, the Chalice team aims to add instant value and credibility with our offerings by fortifying their value proposition so they are empowered to enhance recruiting, grow organically, and retain quality advisors," said Chalice President Derek Bruton.

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."

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

March 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.

March 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

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

For media inquiries please contact Holly Ferris