For United Capital's newest advisor, it was the tools that closed the deal.

Fargo, N.D.-based planner Paul Jarvis, with $160 million in assets under management, says United Capital offered him an investment platform, a support team and better technology.

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

Don't have an account? Register for Free Unlimited Access