Introducing The Partner Series

Regal’s LionShare platform supports financial advisors and their journey to create a better client experience. Regal is excited to announce the next chapter in this journey with The Partner Series!

Your clients’ financial wellness and the well-being of your practice go hand in hand. The Partner Series offers a customized money management approach, practice management resources, and thought leadership to support your journey…

Regal has partnered with an industry leader, BlackRock, to bring you these low-cost portfolio options designed to:

Streamline your investment approach
Improve business efficiency
Instill psychological safety
Free up time and resources
BlackRock’s Portfolio Management Team, led by Michael Gates, CFA®, will be working alongside the Regal Team, Sonya Lincolnhol, and Thomas Murray III to bring you decades of wealth management experience, portfolio management capabilities, and more…


The Partner Series will be available when the calendar turns on January 1, 2020. Be on the lookout for weekly emails leading up to the anticipated launch of this practice-changing platform!


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