Articles tagged "United Capital"

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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 inverted reverence dynamic at The In|Vest event and why Bill Crager is so over it

Tomorrow is here: Wirehouse execs and IBM types play groupies as robo-founders leaned back in their chairs

June 23, 2016 — 6:19 PM 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 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

With 'revenue sharing' as primary consideration, Guggenheim transfers its in-house RIA to HighTower

HighTower gets a substantial bounty of fee-generating assets and clients and Guggenheim avoids having to scale up

July 29, 2015 — 8:20 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

Swamped by Tony Robbins' referrals, Ajay Gupta launches national venture with Jemstep and United Capital as notable partners

The UBS breakaway mentioned in the self-help guru's book is now calling on RIAs nationwide to share the referral wealth

March 18, 2015 — 7:41 PM UTC