United Capital

Automated platforms may have steered investors to buy rather than sell in the market panic.

Executives say wealth management’s evolution means automation, lower salary expectations and niche practices.

Give life advice and charge accordingly, says United Capital's Joe Duran.

"It’s never been a better time to be a seller," says investment banker Liz Nesvold.

The RIA's 7th deal in 16 months is for a $160M adviser.

Those unwilling to embrace technology will be left behind, wealth management leaders warn.

Former AMG executives buy stake in three regional wealth managers for use as aggregation vehicles.

The platform provider will now offer to buy a percentage of an advisory firm's revenue.

The firm's advisers and competitors are wondering about its next steps, and who will cash in. The answers will go a long way toward shaping the future of the independent channel.

RIAs are finding that the biggest competition for clients is right in their own backyard.

Consider your firm's capability and budget before deciding which tech route to take.

Experts say planners ignore offering counsel beyond numbers and investments at their own peril.

When advisers blend behavioral finance approaches with data insights, it makes them even more valuable.

The M&A powerhouse targets New England to broaden its footprint.

Some are better than others, with a few not yet updated for a law that eliminated double dipping.

Some are better than others, with a few not yet updated for a law that eliminated double dipping.

United Capital’s Mike Capelle on the principles that guided the formation of the firm.

In contrast to the predictions of an overthrow by robos, technology may save the relevance of some advisers.

A new model of holistic financial advice is coming on the scene.