Chalice launched Chalice 2.0, the next evolution and enhanced Chalice Network PaaS.AdvicePay announced a fee-for-service technology partnership with Cambridge. Smarsh announced direct carrier capture and archiving support for T-Mobile for Business. Veater Financial Group joined SagePoint Financial. BNY Mellon Wealth Management named Adam Innerst as Market President. John Gallagher and Mark Levin join LPL from Morgan Stanley. Chad Roope, CFA, has joined Sequoia Financial Group as chief investment officer. Magnifi hired Tom Van Horn to serve as chief product officer. Addepar closed a $117 million Series E funding round.
Chalice Network, the online member-based digital marketplace for independent, small- and mid-sized businesses that provides exclusive access to business, technology and client-service solutions, announced the launch of Chalice 2.0 –the next evolution and enhanced Chalice Network PaaS.
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AdvicePay, the leading fee-payment-processing platform designed exclusively for financial professionals, and Cambridge, a leading financial solutions firm, announced a fee-for-service technology partnership to enhance and expand Cambridge’s alternative pricing models, providing financial professionals with flexible solutions as they integrate planning in their practices.
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Smarsh, enabling organizations to manage the risk and uncover the value within their electronic communications, announced direct carrier capture and archiving support for T-Mobile for Business. Smarsh helps regulated organizations capture, archive and search text messages to meet regulatory compliance mandates and e-discovery challenges.
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Veater Financial Group, a Fresno, Calif.–based firm managing $503 million in client assets, joined SagePoint Financial, an independent broker/dealer in the Advisor Group Network. SagePoint Financial adds over 1,400 advisors across the country to parent Advisor Group’s count of 11,100 finance professionals. Advisor Group manages over $450 billion in client assets.
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BNY Mellon Wealth Management named Adam Innerst as Market President in Houston, TX to lead the region’s wealth management practice, with responsibility for client strategists, wealth managers and support staff.
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$2 billion advisory duo, John Gallagher and Mark Levin, joins LPL from Morgan Stanley. They will be aligning with Gladstone Wealth Partners to establish Maverick Partners Wealth Management, which will be based out of Marlton, N.J. A team of financial advisors with about $2 billion in advisory, brokerage and retirement plan assets are joining LPL Financial from Morgan Stanley.
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Sequoia Financial Group, a registered investment advisor with more than $5 billion in client assets, announced that Chad Roope, CFA, has joined the firm as chief investment officer, effective immediately.
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Addepar, a technology platform for wealth management, announced it has closed a $117 million Series E funding round, led by WestCap Group. WestCap’s investment from its flagship Strategic Operator Fund was led by Laurence A. Tosi, WestCap’s Founder and Managing Partner as well as a member of Addepar’s Board of Directors for the past two years, and by Scott Ganeles, also a partner at WestCap.
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Magnifi, a Boulder-based investment search platform owned by the TIFIN Group, has hired financial technology industry veteran Tom Van Horn to serve as the firm’s chief product officer. Van Horn was most recently vice president of product management at the fin-tech firm Broadridge Financial Solutions Inc.
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