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Registered Investment Advisor Group Chalice Partners with

New Joint Venture Supports the Rise of Independent RIAs

Chalice Wealth Partners and partner to support growing sector of independent Registered Investment Advisors (RIAs). Burlington, VT and New York, NY: For years, independent broker-dealers were unable to offer the product range of major wirehouses to affiliated Registered Investment Advisors (RIAs), including alternative investments, but lately, that gap has been closing. Chalice and […] Finance New York Brokerage Services, LLC Attracts Seasoned Broker to Management Team

New York, NY. Brokerage Services, LLC, a FINRA-member broker-dealer, is proud to announce that Joseph (Joe) Ventresca will join the leadership team in a newly created role, Managing Director of Investment Banking.  Joe brings decades of investment banking experience advising middle market companies seeking capital, and placing investments on behalf of institutional and high […]

Investor Management Services and Team Up to Offer Clients Best-In-Class Technology Along With Broker-Dealer Services

Charlotte, NC and Burlington, VT: Investor Management Services (IMS), the leader in software for commercial real estate firms to manage their investors and assets and the only complete solution for investor management, and, a registered broker-dealer with technology solutions tailored for how securities professionals, advisors, issuers, and sponsors attract and retain investors, announced today […]