Summary: Looking to beef up its presence in New England, United Capital Financial Advisers has acquired the private client group of Westport Resources Management, an RIA in Westport, Connecticut.
 Clients and advisors are really gravitating toward the notion of goals-based investing, and [United CEO] Joe Duran and his team has found a way to leverage technology to humanize the investment process. I expect the industry to continue in that direction and I think United Capital will lead the way.”Matt Sonnen, CEO, PFI Advisers |
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