Articles tagged "United Capital Financial Advisers"

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How to hold 1,000 hands: Robo CEOs lay out a stark choice for traditional advisors at MarketCounsel Summit

RIAs who comfort themselves with the thought that automated advice caters to their 'non-core' clients are in for a rude shock

December 15, 2014 — 4:53 AM UTC

Stephanie Bogan leaves United Capital for Costa Rica

Her former employer characterizes the move as a 'personal decision'

August 22, 2014 — 3:08 AM UTC

In calculated gamble, United Capital begins to build, not buy, growth in major cities

Joe Duran will still buy firms but his $10-billion RIA will spin out six snazzy startup offices in the next two years manned by graduates of its own training program

August 22, 2014 — 3:04 AM UTC

Ameriprise makes its move upmarket by first moving its bonus payouts to Wall Street levels

The Minneapolis-based broker jacks its sticker bid to 150% bonuses of brokers' last 12-months of revenue

June 13, 2014 — 2:30 PM UTC

How two deals struck last week show midsize RIAs reigniting the M&A and breakaway movements

The stakes are high for an ex-Morgan Stanley team that bolted with years to go on retention bonuses and a Virginia RIA is hitching its expansion plans to United Capital's star

July 15, 2013 — 4:15 PM UTC

Why the term 'roll-up' should stay in the RIA vocabulary

It's a short term packed with tall meaning

October 16, 2012 — 2:05 AM UTC

United Capital unveils national mass-affluent strategy keyed to a radio program

With the success of Edelman Financial and The Mutual Fund Store in mind, Joe Duran will take the mike regularly, but Steven Pomeranz will be the regular host

May 16, 2012 — 12:54 PM UTC

The 10 most influential figures in the RIA business going into 2012, Part 2

These advisors and executives made dramatic moves that advanced the business of registered investment advisors

January 4, 2012 — 5:46 AM UTC
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