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How Matt Cooper is getting past the 'oh, sure' factor that came from a slow roll-out of ... the other Newport Beach roll-up

Not only are deals picking up at the $900-million Beacon Pointe Wealth Advisors but existing advisors are telling success stories that can be quantified

Author Brooke Southall October 4, 2013 at 6:27 AM
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Gary Dorfman: We represented ourselves not as a startup but as part of one of the top institutional management companies.


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Joe Duran's second RIA act is rocking with eight staff, four co-founders and a conspicuously anti-United Capital concept that will flip RIA stakes 'eventually' as a minority investor

The United Capital founder paradoxically promises to 'passively' buy minority stakes as a backdrop for going hyper-active with quick-strike capability to apply super-consulting and technology to create explosive growth as a prelude to a sale.

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Goldman Sachs & Co. appoints Rachel Schnoll to yank off United Capital band-aid that Joe Duran didn't -- making FinLife work with non-UC applications

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Mentioned in this article:

United Capital Financial Advisers
RIA Welcoming Breakaways
Top Executive: Joe Duran

DeVoe & Company
Consulting Firm
Top Executive: David DeVoe



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