United Capital

Launching an app doesn’t have to cost millions of dollars.

Outside investors are ready to exit, CEO Joe Duran tells Financial Planning.

Gains by rivals expose independent advisors' vulnerability, says United Capital's Matt Brinker.

The makings of a true destination RIA

Advisors and clients would benefit acknowledging what's really driving financial decisions.

Older clients have more assets, but younger investors are leading the digital charge.

Helping clients navigate life choices is critical for differentiation.

Want to know where the smart-money minds go when off the clock? It’s here.

A public offering will be a landmark for the advisory business. But the aggregator will face unprecedented scrutiny from investors.

“It’s incredibly important to have diversity. Period,” says Kara Murphy.

The platform provider is pushing the concept hard, but early reviews are mixed.

By focusing on the relationship, RIAs can outdo automated investors — and charge accordingly, says CEO Joe Duran.

"We've been waiting for the finicky sellers and now they're here," says Echelon Partners CEO Dan Seivert.

The big questions firm owners should be asking in a booming M&A market.

The Broker Protocol, the new tax law and the fate of the bull market are expected to influence RIA deal-making in 2018.

Consolidators are doubling and tripling RIAs' five-year performance.

The popularity of mobile-first investment apps will help automated advice mature, researchers predict.

The milestone cements the dominance achieved by large institutions in the online space.

The deal marks the largest acquisition for the firm year to date.

The sale of an asset management firm gives Mariner a capital source to buy RIAs. Lots of them.