Financial Advisor Mag Joins Forces with Discovery Data and Succession Link to Create Dynamic Partnership

September 30th, 2020 · 3 min read

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Financial Advisor Mag Joins Forces with Discovery Data and Succession Link to Create Dynamic Partnership


Financial Advisor magazine today announced a new partnership with Discovery Data and Succession Link, a Chalice Network Company, to create an online hub, providing content, data and metrics designed exclusively for and about the RIA marketplace.

“For over 20 years, FA has been the leader in providing content for and about the RIA/wealth management community. This partnership creates a powerful combination of targeted content, highly relevant and timely benchmarking data, and M&A developments and opportunities,” stated David Smith, FA Co-Founder and Director of Third-Party Content.

The FA RIA Market Central Web Channel will feature content from FA, Discovery Data and Succession Link, and will be supported by a bi-monthly e-newsletter. The Channel page will also feature several dynamic tools that include MarketView RIA, Retail RIA Insights, ROI Calculator for Practice Management and M&A Opportunities, which are exclusively designed for RIAs and those providers who serve them.

“FA readers and the industry at large will benefit from this unique partnership,” Smith added. This new service is expected to officially launch in September 2020.

Succession Link is the industry's leading marketplace for connecting financial professionals with their ideal opportunity to buy, sell, or merge their business. With over 54,000 registered members, 42% of Succession Link’s growing network indicated interest in merging or selling. With the assistance of experienced professionals, the possibilities are endless.

“I have been blessed to know and work with David Smith for many years, and we could not be happier to have partnered with him on what will be the preeminent RIA marketplace in the industry. I believe David’s brilliance of building this trifecta for success with FA Magazine, Discovery Database, and Succession Link will deliver immense value to the RIA community,” says Keith Gregg, CEO, Succession Link and Chalice Network.

About Financial Advisor magazine Reaching qualified readers each month, Financial Advisor delivers essential market information and strategies that advisors need to succeed in their increasingly complex environment. FA focuses on sophisticated planning and investment strategies to help advisors better serve their affluent clients, as well as practice management ideas to help advisors build their firms. FA goes in-depth to challenge traditional planning wisdom by introducing readers to new approaches to help them better counsel clients. To achieve these goals, FA continuously seeks to bring together the best team of editors and contributing writers to provide the most cong publication for the top decision-makers in the financial advisory field.

About Chalice Network – Chalice Network is a community of over 55,000 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 the 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.

About Succession Link -- Succession Link is the leading networking marketplace for financial professionals who are looking to buy, sell, or merge their businesses. A wholly owned subsidiary of Chalice Network, Succession Link is the platform you need to find your most compatible match without all the fees of a middleman. Search for related buyers/sellers by opportunity type, AUM size, amount of revenue generated and much more.

Chalice Network: Access to Best-in-Class Wealth Management Products and Services