Chalice Financial Network Launches Reg-BI Readiness Platform To Support Seamless Client Service And Business Growth For Independent Financial Advisors In New Regulatory Environment

August 1st, 2019

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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

LifeYield's Suite of Tax-Smart Household Portfolio Management Tools Now Available on CFN

BridgeMark Strategies Forms Strategic Alliance With Chalice Financial Network