- Chalice Network is waiving its annual membership fee to provide immediate access to discounted, affordable healthcare insurance options.
- NFP announced the acquisition of Fiduciary Investment Advisors.
- Envestnet’s board has named William Crager CEO.
- Morgan Stanley won U.S. antitrust approval for its acquisition of E*Trade Financial.
- Birmingham, Ala.-based team is joining LPL Financial.
- Docupace is announcing the availability of a suite of Digital Adoption Bundles that lower the cost of and barriers to digitizing operations.
- AdvisorPeak announced Operation Rebalance platform free of charge through the end of the 2nd Quarter 2020.
Chalice Financial Network
Chalice Network, an online member-based digital marketplace for independent, small- and mid-sized business owners, is waiving its annual membership fee to provide immediate access to discounted, affordable health insurance options.
NFP
NFP, an insurance broker and consultant that provides property and casualty, corporate benefits, institutional investment consulting, retirement and individual solutions, announced the acquisition of Fiduciary Investment Advisors LLC (FIA), in a transaction that closed on April 1.
Envestnet
Envestnet’s board has named William Crager CEO, some six months after the platform provider’s co-founder and leader Jud Bergman was killed in a car accident. Crager, who became interim CEO in October, first worked with Bergman to start the Chicago-based company in 1999 and has been its president since 2002.
E*Trade
Morgan Stanley won U.S. antitrust approval for its $13 billion acquisition of discount brokerage E*Trade Financial Corp., according to a person familiar with the matter.