News, Vision & Voice for the Advisory Community


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

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

Related Moves

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 – 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 – 4:52 AM

Goldman Sachs closes United Capital deal and Matt Brinker, Joe Duran's wingman, exits with social media swan song on same day

The M&A chief's departure from the Newport Beach, Calif. roll-up may signal that its rolling-up days are over

July 18, 2019 – 6:13 PM

Mentioned in this article:

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



June 26, 2014 — 2:13 AM

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June 26, 2014 — 3:43 AM

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