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United Planners Celebrates Success!

United Planners Celebrates Success!
streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.

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Wealth management firm puts clients' needs first

Wealth management firm puts clients' needs first
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Zacks Professional Services Teams Up With United Planners Financial Services

Zacks Professional Services Teams Up With United Planners Financial Services
Chicago, IL, June 09, 2021 (GLOBE NEWSWIRE) 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.
Advisor Tools is a web-based platform that provides investment professionals with complete analytics tools as well as Zacks’ highly-regarded independent research including the Zacks Rank for stocks, mutual funds and ETFs, and many more unique and proven equity research and selection tools. In addition, Advisor Tools offers a range of proprietary model portfolios, including the Earnings Certain Portfolio (“ECP”) family. The ECP suite of core equity portfolios delivers proven stability and performance in all markets, and has generated a lot of enthusiasm among financial pros. ....

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