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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

Author Lisa Shidler August 22, 2014 at 3:04 AM
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Jason Del Col: Our vision of the next-generation of an RIA office is they can service $200 million to $300 million with a support team in Dallas and not a lot of infrastructure.

Joe Duran

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Stephanie Bogan

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Philip Palaveev

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Jason Del Col

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Gail Graham



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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

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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

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January 15, 2020 at 2:42 AM

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Mentioned in this article:

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

The Ensemble Practice LLC
Consulting Firm
Top Executive: Philip Palaveev



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