Resources

Investment News: New RIA aggregator Uniting Wealth Partners gives majority ownership to advisors
Financial Advisor IQ: Industry Veterans Launch RIA Succession Incubator
Financial Advisor Magazine: New Succession Model Aims to Maximize Firms’ Value
CityWire: Exclusive: RIA consultants launch new aggregator majority-owned by advisors
Industry Veterans Launch Uniting Wealth Partners, a Revolutionary RIA Model that Redefines Advisor Ownership and Succession Planning