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Power Player: Joe Duran powers beyond old 'roll-up' labels even as his United Capital roll-up shifts into a higher gear

In America few second acts surpass the first but the United Capital CEO is on at least his third act -- and he's a native African

Author Mia Diamond August 21, 2017 at 10:48 PM
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Joe Duran: The majority of the people in the industry are the walking dead, and they don’t even know it.

brooke southall

brooke southall

August 22, 2017 — 5:36 PM
Observation, I deleted your comment. It came across as an unhelpful pot shot in its message, lack of substance and its anonymous delivery. -Brooke
Jeff Spears

Jeff Spears

August 22, 2017 — 7:39 PM
Happy to see a software solution written by someone who knows more about wealth management than FinTech
Joe Anthony

Joe Anthony

August 22, 2017 — 9:17 PM
A business leader who can find ways to monetize most aspects of his/her business while reframing the way their firm and their firm's competition approaches the business - that's a power player. On top of it, he is giving the tools to be successful to other firms, almost daring them to beat him at his own game. Pretty compelling!
Ha

Ha

August 23, 2017 — 3:49 AM
brooke dissatisfying to see the usual unflinching edge surrender thread to habitual sterilized pundits
brooke southall

brooke southall

August 23, 2017 — 6:21 PM
Ha, Well, if we are going to do something as silly as have a 'Power Players' feature then we have to ... do them. We are not going to try to refute our own case, at least not strenuously. -Brooke P.S. I appreciate the implicit compliment wrapped inside your fair criticism.
Let em play

Let em play

August 24, 2017 — 2:58 PM
Duran catalogues broader RIA industry professionals as a lumbering and comatose "walking dead" Unnamed "living dead" walking within RIA Biz readership paints pithy abstract for 1700+ word chronicle of Duran's unmistakable hot air Pot shot or return volley? Don't step out on the court if you can't stand in there for the hit back. "Zombie" onlookers are displeased with the out of bounds call Brooke!
Mooky

Mooky

February 12, 2018 — 11:15 AM
Duran calls FinLife Partners software “the most single important thing I have done in my career." Casual Observer calls a spade a spade “A relentlessly self absorbed prevaricator deluded by an inflated personal narrative”
Dave

Dave

March 22, 2018 — 3:03 AM
What is FinLife CX? This feels like a TV infomercial scam

Related Moves

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

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

See more related moves

Mentioned in this article:

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

FiComm Partners
Marketing & Public Relations
Top Executive: Megan Carpenter, CEO



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