September 22, 2018

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Featured News

Joe Duran has a game plan, and anyone can play

The CEO of United Capital built a formula for holistic financial planning that any firm can tap into — for a price.

SEC's proposed advice rule is about as clear as mud

The way we see it, there's value in simplicity — so let's start there.

The public can be better served without state regulation of planners

Cost and interest are two reasons behind this stance, but there's more to it.

Making diversity intentional is first step to boosting inclusion

Diverse fintech firm offers advisers a lesson on how to be competitive for top talent.


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