Bringing you live news and features since 2006 

Chalice Financial Network launches Chalice Advisor Exchange


Chalice Financial Network (Chalice), a Software-as-a-Service-based (SaaS) member benefit organisation for independent financial advisors, has launched the Chalice Advisor Exchange (CAEx).

The organisation is delivering to its members a digital marketplace and shared services via CAEx, starting with a guaranteed issue group health insurance that saves advisors on average 25 per cent to 30 per cent on premium costs, in addition to multiple other top third-party services and solutions. In a related move, Chalice also announced the formation of the Chalice Advisory Board, comprised of nine retail wealth management industry leaders who have played crucial roles in building and leading top firms.
Keith Gregg, Chairman and CEO of Chalice, says: “We’re thrilled to launch Chalice Financial Network, with its Chalice Advisor Exchange platform, as the culmination of the intensive planning and implementation we have engaged in over the past year, with the aim of creating the ‘Amazon Prime for independent financial advisors.’ We are combining three key things to support independent business owners in the wealth management industry: community with a common purpose of peer-to-peer support and economies of scale; single point access to a digital marketplace with everything independent advisors need to run a business; and access to capital – the fuel all advisors need to grow their business.”
CFN provides third-party wealth management and FinTech solutions for independent financial advisors on a flat monthly or annual subscription fee basis, and on a fully “unbundled” basis, with no RIA or broker-dealer affiliation requirements. Its CAEx digital marketplace is a single sign-on shared services technology platform based on the Amazon Prime model. Independent financial advisors who are CFN members can sign onto Chalice Advisor Exchange to access a comprehensive spectrum of wealth management, technology and business enterprise solutions, at a deeply discounted cost.

Latest News

BlackRock’s global ETP flows report for June finds a steady rise with USD128.1 billion added to global ETPs in June,..
Morningstar’s global ETF flows report for the first half of 2024 shows that actively managed ETFs have captured 25 per..
The surge in bitcoin ETF launches and funds flowing into the sector is transforming institutional investment in digital assets but..
LSEG Lipper’s latest research finds that the majority of actively managed funds and ETFs globally were not able to beat..

Related Articles

Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Andrea Busi, Directa SIM
Romain Thomas talks to Andrea Busi (pictured), CEO of Directa SIM, who explains why the online trading platform has just...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by