News and Research

United Planners is ranked in the top 20 of the 2023 Independent Broker-Dealer Survey

Beacon Flash: Culture of Compliance – An Interview With Aaron Spradlin, United Planners’ CIO

cleverDome, Inc.™ and United Planners Financial Services (United Planners), announced a material cybersecurity offering focused on shielding the financial advisors of the firm – and, in tandem, the financial advisory firms’ clients.

Zacks Professional Services Teams Up With United Planners Financial Services

Zacks Professional Services (“Zacks Pro”) announces a new partnership with United Planners Financial Services (“United Planners”), bringing access to Zacks Advisor Tools (“Advisor Tools”) to more than 450 affiliated financial advisors.

YCharts Launches New Partnership with United Planners Financial Services

A new relationship with YCharts will provide United Planners Financial Services & their affiliated advisors with strategic access to a suite of powerful investment analysis tools that simplify client engagements, optimize workflows, and enable smarter investment decisions.

The Broker Dealers of 2020