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Press Releases
10 October 2019

SkyView Partners Launches Digital Marketplace for Independent Wealth Management M&A and Financing

by INSART

SkyView Partners Launches Digital Marketplace for Independent Wealth Management M&A and Financing

SkyView Partners announced the launch of their Advisory Practice Board of Exchange (APBOE), a subscription-free turnkey solution for buying and selling wealth management practices in conjunction with access to bank…
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Press Releases
1 October 2019

Rockfleet and ActiveAllocator Announce Alliance

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Rockfleet and ActiveAllocator Announce Alliance

Rockfleet and ActiveAllocator announced an agreement to deliver asset allocation and portfolio construction methods to mutual prospects and clients. This agreement gives Rockfleet access to new and assorted portfolio construction and…
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Press Releases
3 September 2019

ScratchWorks Launches “Season 3”; Increases Investments in Past ScratchWorks Finalists

by INSART

ScratchWorks Launches “Season 3”; Increases Investments in Past ScratchWorks Finalists

ScratchWorks announced the launch of “Season 3” of its annual program to connect innovative tech companies with investment and wealth management luminaries to advance the digital transformation of the financial…
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Press Releases
23 August 2019

BridgeMark Strategies Forms Strategic Alliance with Chalice Financial Network To Deliver Comprehensive Advisor Transitions Support And Services

by INSART

BridgeMark Strategies Forms Strategic Alliance with Chalice Financial Network To Deliver Comprehensive Advisor Transitions Support And Services

BridgeMark Strategies announced a strategic alliance with Chalice Financial Network. BridgeMark Strategies will offer its services and solutions on a discounted basis to Chalice’s community of over 48,000 independent financial…
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Press Releases
21 August 2019

Fiduciary Exchange (FIDx) Announces a Strategic Partnership with Ebix, Expanding Annuity Offerings for Advisors

by INSART

Fiduciary Exchange (FIDx) Announces a Strategic Partnership with Ebix, Expanding Annuity Offerings for Advisors

FIDx announced a strategic partnership with Ebix Inc. Acting as a bridge between insurance carriers and wealth managers, FIDx and Ebix have partnered to help advisors access a pool of…
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Press Releases
15 August 2019

Chalice Financial Network Launches Cyber Security Protection Package

by INSART

Chalice Financial Network Launches Cyber Security Protection Package

Chalice Financial Network launches its new Cyber Security Protection Package. Chalice Members will receive a complimentary Cyber Risk Assessment with an option to purchase affordable cyber security insurance coupled with…
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Press Releases
14 August 2019

Ladenburg Makes Investment In Newday Financial Technologies

by INSART

Ladenburg Makes Investment In Newday Financial Technologies

Ladenburg Thalmann Financial Services Inc. announced an investment in Newday Financial Technologies Inc., a startup focused on delivering easily accessible, low-cost impact investing strategies that align with the values of…
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Press Releases
1 August 2019

Chalice Launches Reg-BI Readiness Platform To Support Seamless Client Service And Business Growth For Independent Financial Advisors

by INSART

Chalice Launches Reg-BI Readiness Platform To Support Seamless Client Service And Business Growth For Independent Financial Advisors

Chalice launches its Reg-BI Readiness Platform to help Chalice’s independent financial advisor members seamlessly serve their clients and grow their businesses under the new regulatory environment being shaped by the…
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Press Releases
31 July 2019

AdvicePay Expands Billing and Payments Platform with New Fee Calculator

by INSART

AdvicePay Expands Billing and Payments Platform with New Fee Calculator

AdvicePay launches a new fee calculator that simply and easily calculates the amount of fees that are due based on various client-fee schedules and scenarios, while automatically creating accompanying invoices…
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Press Releases
19 July 2019

Advisor Group Introduces Cyberguard Program To Protect Advisors And Clients From Ever-Increasing Threat Of Cyber Attacks

by INSART

Advisor Group Introduces Cyberguard Program To Protect Advisors And Clients From Ever-Increasing Threat Of Cyber Attacks

Advisor Group announced the introduction of the CyberGuard Program, an evolving toolkit of cybersecurity services and support platforms aimed at empowering its 7,000 advisors across the country to protect themselves…
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