Principals

Chalice Network exists to fill a void in the marketplace for hundreds of thousands of Independent Advisors and SMBs.

Cybersecurity is hard and it’s filled with scary stories that can leave firms frozen in their tracks, unsure if they should be doing more. After all, what harm can happen by doing nothing and retaining the status quo, right? Well, for advice firms, this couldn’t be further from the truth. According to a KPMG Small Business Reputation & The Cyber Risk Report, financial services businesses are most likely to lose customers due to a cyber breach, with nearly two in five businesses (39%) surveyed seeing customers leave after a breach.

Forward-thinking financial advisory firms face an increasing number of challenges. In addition to fee compression, strong market competition, shrinking margins and increasing cyberattacks, firms also have to navigate and comply with country-specific regulations.

HOUSTON, TX (June 4, 2020) – RE1 Advisor, LLC, a U.S.-based commercial property consultancy business, announced a partnership with...

“Gray swan is a term used to describe a potentially very significant event that is considered unlikely to happen but still possible....

Advisors want deeper client relationships and to build a more sustainable business model. Standing out from an increasingly homogeneous advice market doesn’t have to be expensive or time-intensive, but it does mean a little lateral thinking.

Welcome to Y'all Street Report - our new weekly video series from Jim Row, Managing Partner at Entoro...

Millennials lead other generations on investing in two hot topics: Crypto assets, plus climate and energy issues. Yet, some still argue that these investments are diametrically opposed due to the Bitcoin network’s considerable electrical demand.

Big news arrived from CoinDesk this morning regarding JP Morgan’s preparation to launch its first actively managed Bitcoin fund for its private wealth clients by this summer.

While uncertainty flooded the global financial markets over the course of 2020 and 2021, one thing rang true: crypto is a force to be reckoned with. Now, boomers and billionaires alike are finally waking to crypto’s place in the future of our world.