A Tipping Point?
It’s always easier to discern a trend with the use of hindsight. But I believe that the business of independent advice-giving has finally reached a turning point.
A Lost Decade for Advisors?
It has been called the “Lost Decade” for stocks, the period from January 2000 to December 2009 that saw the stock market decline for the first time since the decade that started in the 1930s.
For Firms in the United Capital Fold, a New Platform
United Capital Financial Advisers has partnered with FundQuest to build a suite of Web-based tools for UCFA advisors and their clients that cover the waterfront...
When advisor Paul Sutherland is considering stocks for possible inclusion in his Utopia Funds portfolios, he evaluates the strength of the company's brand since, he...
United We Grow
Most interview subjects wait for the questions to be lobbed in by the journalist. Others--usually the Type A CEO type--launch directly from the introductory pleasantries...