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Joe Duran hits The New York Times best-seller list with 'The Money Code' and is feeding his big RIA with the leads

The gist of the story: He was rich as hell at 34 years old after selling a company to GE and he realized it didn't solve much

Author Brooke Southall February 18, 2013 at 9:50 PM
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Joe Duran says about making millions: I felt no real comfort about my family's financial situation.

Joe Duran



June 26, 2014 — 2:13 AM

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June 26, 2014 — 3:43 AM

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November 29, 2023 at 3:23 AM

Joe Duran will co-develop Goldman Sachs unit aimed at outsourcing to non-Goldman RIAs after 'magic' never materialized for direct-to-consumer RIA

The Newport Beach, Calif. RIA legend plans to shift from B2C to B2B to fix Goldman's disconnect with RIAs and play to the strengths for him and the bank

February 8, 2023 at 3:03 AM

Marc Spilker adds Matt Brinker as chess piece -- and partner -- in what he calls a 'very selective' talent add to build platform-for-RIA platforms outside Wall Street

Merchant Investment Management's executive chairman wants good people good at their job and Brinker likes having a breakaway Goldman partner rather than one captive to the Wall Street giant.

January 15, 2020 at 2:42 AM

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

The New York-based investment bank has the cash and people to do the combinations -- especially Goldman software -- that the roll-up's founder couldn't afford or didn't want to advantage

November 8, 2019 at 4:52 AM

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Mentioned in this article:

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

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