United Capital Launches Liquidity Program for Advisors
United Capital now allows advisors with the firm for at least six years to convert up to 25% of company stock holdings to cash.
The Expat Life: Helping Clients Retire Overseas
The trend of Americans retiring in foreign countries to live more comfortably opens a new frontier for advisors.
6 Essentials to Pick the Right Buyer for Your Practice
Choosing a buyer for your advisory practice should be a piece of cake, so you should simply sell to the highest bidder, right?
How to Defend Against the Wave of Robo-Advice
Stephanie Bogan, United Capital's head of client experience, offers a defense against the increased virtual competition.
Joe Duran’s United Capital Acquires Arizona Firm
United Capital and its affiliates have $17 billion in assets under advisement and, with the addition of Brotherton, 47 offices.
RIA First-Half Dealmaking at Slowest Pace Since 2008: Schwab
Why? Advisors may be more focused on organic growth than M&A right now, says Jonathan Beatty of Schwab Advisor Services.
M&A Roundup: United Capital Acquires Atlanta-Based PPA Advisors
In other M&A news, Envestnet completed its acquisition of Prudential WMS, and Madison Dearborn Partners completed its NFP deal.
Cup of Joe: Starbucks. Financial Advice. Together at Last
United Capital CEO Joe Duran wants financial advice to be as reliable as Starbucks.
RIAs Closed 13 M&A Deals in Q1: Schwab Advisor Services
The RIA sector notched its greatest number of M&A deals since Q1 2012, but overall deal size declined.
Paula Hogan Optimizes Life-Cycle; Michael Finke Retires 4% Rule: May Research—Slideshow
The cover story for Research magazine's May issue, "Investing for a Lifetime, focuses on Milwaukee financial advisor Paula Hogan, whose innovative blending of life-cycle theory and life planning provides a promising path for the future of financial advice.