United Capital is the latest wealth management firm to enter the digital ring, but offering what it says is a unique twist on the advisor platform.
FinLife Partners is the white label version of its proprietary wealth management model that incorporates what United Capital chief executive Joe Duran calls financial life management.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access