PFG, a Phoenix-based firm with nearly $5 billion in assets under administration, today announced its transition from Osaic to United Planners Financial Services ("United Planners") as the ...

After paying more than $1 million in penalties to settle actions last year from state securities regulators, a rep-owned broker-dealer, United Planners’ Financial Services of America, is now on the ...

There was plenty of movement among financial advisors ahead of the Thanksgiving holiday week in the United States. The moves kicked off with Beacon Pointe Advisors, a Newport Beach, Calif.-based ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...