Articles tagged "Joe Duran"


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The FPA finally puts on a better CFP face and she lights up the hall in Baltimore

Gigi Guerra was the 75,000th CFP recipient and she captured an air of revitalization the Financial Planning Association will need to survive and thrive amid massive industry changes

September 17, 2016 — 12:24 AM UTC

The overnight maturation of In|Vest 2016 was like green bananas going straight to brown for some but Joe Duran made sure it bore fruit

A pure robo, a quasi-robo, an RIA-herder and an insurance man walked onto a panel, riffing on Jon Oliver's scathing fiduciary take

June 20, 2016 — 8:41 PM UTC

What Neesha Hathi told the In|Vest 2016 in NYC crowd in her debut as Schwab robo chief -- and how she elicited one gasp from the crowd

Though declining to offer a glimpse of the future, Hathi surprised with stats showing Schwab is succeeding against the upstart robos with older, less web-savvy customers

June 17, 2016 — 8:58 PM UTC

After her Stanford B-school classmates rip on FAs at reunion, a stung Min Zhang takes uber north to Pershing RIA event to hear out Kitces, Tibergien and Poirier on the topic

Mark Tibergien, Mike Kitces, Addepar CEO and others in San Francisco show pathway to capturing the hearts and savings of 'bankless' millennials

May 6, 2016 — 9:05 PM UTC

What to make of Peter Mallouk's sweeping deal with Tony Robbins -- and where the unlikely pairing goes from here

After deliberately relinquishing his cherished anonymity, the CEO of $18-billion AUM is using the Robbins deals as part of a larger charge from the bulrushes

April 5, 2016 — 3:58 AM UTC

After spending millions and getting cozy with Salesforce, United Capital is morphing, maybe big-time

Gail Graham is bringing the $15 billion 'roll-up' into the third-party white label business -- intending to license its system to RIAs

March 10, 2016 — 9:37 PM UTC

Why the RIA business starts 2016 without its swagger: 2014 and 2015

What's hot right now? Almost nothing and nobody. But it might be a 'healthy correction' of equilibrium

January 11, 2016 — 11:42 PM UTC

Roll-ups are off at an acquisition clip in 2015 as $2 billion washes over the transom in a single week

Focus follows Dynasty into Canada as the three big aggregators toggle between organic and inorganic growth

April 17, 2015 — 6:20 PM UTC

United Capital chases DFA's MO, trains '1099 advisors' and co-opts Starbucks brand guy

The multitasking Newport Beach-based national RIA also announced closing on two more RIA purchases with about $625 million of AUM

April 16, 2015 — 9:23 PM UTC

How United Capital's unconventional rolling up of a $2 billion RIA reveals how close the roll-up model is to extinction

Joe Duran's Newport Beach firm does cryptic non-transactional acquisition as Focus Financial becomes a tuck-in machine and HighTower sells de facto franchises

March 3, 2015 — 6:43 PM UTC