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Framing it as a wildly disruptive 3,300-basis-point fee on de novo revenues, Joe Duran's United Capital digital reboot is apparently raking in RIA assets and revenues

The charismatic CEO's launch of FinLife Partners -- with unabashed Fidelity support -- is in effect selling revenues to advisors but taking a risk on their success

Author Brooke Southall March 28, 2017 at 7:40 PM
no description available
Joe Duran: This is the most single important thing I have done in my career.

Joe Duran


Joel Bruckenstein


David Canter


Bill Winterberg


Matt Brinker

Jeff Spears

Jeff Spears

March 28, 2017 — 10:48 PM
Looks like another firm is using its scale and IP to build 2.0. Will be interesting to watch the response of Dynasty and Focus.
brooke southall

brooke southall

March 28, 2017 — 10:49 PM
Good point, Jeff.
Fred D

Fred D

December 6, 2017 — 11:34 AM
⚆ _ ⚆ really tho?


March 9, 2018 — 4:03 AM
What happened to the FinLife Chief Business Officer? I am feeling hoodwinked

Related Moves

January 15, 2020 at 2:42 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 at 6:13 PM

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.

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

See more related moves

Mentioned in this article:

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

Consulting Firm
Top Executive: Bill Winterberg

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

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