United Capital

Dynasty CEO Shirl Penney sees it as an option down the road.

Genstar puts consolidator Mercer Advisors up for sale.

The rule can only be effective if the investing public accurately understands its implications, says the firms’ chief platform officer.

The firm hopes to broaden wealth management offerings beyond ultrahigh-net-worth clients.

Joe Duran outlines the company’s strategy for its mass-affluent advisory push.

The Wall Street giant will use the Main Street advisory firm to further its mass-affluent strategy.

The large aggregator faces questions about its future.

The market is expected to remain heated in the months ahead.

Firms are seeking these three specialties.

As CEO Joe Duran prepares to meet potential investors, he faces one of the greatest sales pitches of his career.

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.