Uptick Partners, a new support platform designed to help other advisors from captive broker/dealers go independent, has launched a guarantee program. Advisors who partner with Uptick typically get a ...

Uptick Partners, a registered investment advisor platform launched by former Edward Jones advisors last year, has brought on its second advisor outside its founding members with a Little Rock, ...

NACOGDOCHES, Texas--(BUSINESS WIRE)--Uptick Partners, the “Bridge Builder to Independence,” today announced the official launch of the firm’s RIA platform for advisors seeking to break away from ...