Are Your Investments Tax-Efficient?
Despite Washington's antics, many of the issues with tax-efficient investing have remained surprisingly constant, David Peterson of United Capital says.
Happy? Afraid? Generous? United Capital’s Money Mind Analyzer Figures You Out
United Capital may not officially be in the marriage guidance business, but considering the private wealth firm’s latest venture, it has a nice sideline in couples counseling.
The added value of dually registered reps
More advisors are establishing their own RIAs, yet retaining their NASD licenses. What are the benefits of doing so? The trend in dual licensing --...