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By John Sullivan, AdvisorOne |
March 1, 2013
Despite Washington's antics, many of the issues with tax-efficient investing have remained surprisingly constant, David Peterson of United Capital says.
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By Joyce Hanson, AdvisorOne |
March 5, 2012
United Capital may not officially be in the marriage guidance business, but considering the private wealth firm’s latest venture, it has a nice sideline in couples counseling.
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By Susan Campbell |
July 1, 2007
More advisors are establishing their own RIAs, yet retaining their NASD licenses. What are the benefits of doing so? The trend in dual licensing --...