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Summary: United Capital said Wednesday that it has enhanced its GuideCenter web portal to offer a mobile app so that clients have direct access to their advisors and can track their financial goals.
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Summary: Registered investment advisory firms, on average, increased assets and revenues by 18% in 2018, according to an annual survey of RIA sentiment conducted by TD Ameritrade Institutional. The firm cited market volatility and investors' preference for independent advice as key drivers of the gains, noting that 63% of advisers are somewhat or very optimistic about the economy for 2019 and 47% expect stock prices to rise.
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Summary: Greetings! NexGen advisor with back office experience desires field opportunity. Seeking a good fit and an authentic partnership with a tenured professional who values authenticity and service above all else.
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RIA Match celebrates nearly 5,000 subscribers, the launch of our newest service, RIA Match Concierge Jump Start and the complimentary promotion of your My Story profile.
We look forward to serving our Advisor Community in 2019. We wish you continued success in the New Year!
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Summary: Despite recent stock market struggles, wealth management remains one of the strongest-performing sectors in financial services around the globe, according to Deloitte’s 2019 Banking & Capital Markets Outlook report. Macroeconomic trends, the movement towards fee-based relationships and favorable demographic shifts all give reason for continued optimism going into 2019.
