United Planners, Priority Financial Group Discuss 2026 Transition Partnership
Updated
Updated · Wealth Management · Jul 14
United Planners, Priority Financial Group Discuss 2026 Transition Partnership
3 articles · Updated · Wealth Management · Jul 14
Summary
United Planners and Priority Financial Group outlined a partnership centered on PFG's transition to United Planners, framing the move as a way to support advisor growth.
Leaders said the tie-up is built around advisor choice, an advisory-focused growth model and high-touch service backed by United Planners' platform and personnel.
The discussion presented independence as the core pitch—offering advisors more support and flexibility while operating within the new partnership structure.