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.
Talks between the private equity owners of Cetera and Advisor Group reportedly broke down last week, as some advisors say Cetera is struggling to meet their expectations.
As you approach the sale of your advisory practice, the following factors impact accessibility of bank financing and ultimately cash at closing.
Plan-It, a financial literacy app, wins judges' approval and $50,000 from TD Ameritrade Institutional.
The president and CEO told advisors the company's innovations are meant to support them, not replace them.