In Financial Data, Small Is the New Big
While big data is here to stay, forward-thinking advisors are finding a wealth of relevant information right in front of them.
How Real Advisors Can Steal the Robo-Advisors’ Advantage
FlexScore, an in-depth financial scoring system, might help financial advisors get the robots to work for them.
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.