To power the new service, Chalice acquired Succession Link, an online matching service for M&A deals and formed a partnership with Oak Street Funding, a non-SBA lender.

The goals-based planning application is built on core technology from Fiserv that has been highly customized.

As Independent Financial Partners gets ready to launch its own b/d, four teams decide to stay with LPL and affiliate with another OSJ, Integrated Financial Partners.

Launched in 2009, the digital firm with human advisors has yet to declare its latest valuation.

The addition is part of the Ladenburg subsidiary’s plan to recruit and support tax-focused advisors.  

Timothy O’Hara will be president of the Rockefeller multifamily office and part of the firm's executive team.

Bill Rudnick was previously a partner at DLA Piper, a law firm that has worked with the wealth manager since its inception.

TAMP makes it easier for advisors to provide portfolio recommendations and analysis.

After the founder and CEO's unexpected death, nobody else has the keys to the vault.

A prominent advisor and the founder of an RIA operations network partnered to create a technology guidebook for firms changing hands.