United Planners Financial Services of America L.P. has agreed to market a fee-based advisory program from an outside firm to its network of investment advisors.
United Planners, Scottsdale, Ariz., a broker-dealer and investment advisory firm, will be getting the program from FundQuest Inc., Boston.
The FundQuest program includes mutual fund wrap accounts, unified managed accounts, separately managed accounts and a product that combines a fee-based variable annuity with universal life options.
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