See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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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.
