Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Life Health > Running Your Business

FundQuest Signs Distributor

Your article was successfully shared with the contacts you provided.

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.


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.