The RIABiz Directory

United Capital Financial Advisers

Filed under: Consolidator/Roll-up Firm, RIA Welcoming Breakaways

Company info:

Top executive: Joe Duran
http://www.unitedcp.com
949-999-8500
500 Newport Center Drive
Newport Beach , CA 92662

RIA department info:

Contact: Matt Brinker
Acquisitions
949-999-8517
matt.brinker@unitedcp.com

Etcetera:

Founded in 2005

Q&A:

What is the service or product you offer to RIAs?

United Capital is a strategic acquirer — not a financial acquirer — of exceptional wealth management practices. We work together to meaningfully improve the value of each business we partner with, helping you expand your offerings and serve your clients more effectively than ever before. And our unique business model typically means our partners grow their assets and revenues immediately.

How do you differentiate your offering from competitors?

United Capital Financial Advisers, Inc. a firm which thinks differently about the financial services industry. We are looking to change the conveyor belt approach to the investment advisory business by focusing on the client’s entire financial life and democratizing the way our clients review financial advice.

BOOKS:

The Money Code by Joe Duran.

The Money Code by Joe Duran on Amazon.

What else would you like to say about your business?

Our adviser’s unique mentorship approach has pioneered multiple concepts in financial planning in guiding their clients to achieve their financial goals. Our client-centric tools were developed to allow clients to interchange with their advisers and focus exclusively on the things that they can control.

United Capital Video:

Joe Duran, CEO United Capital | InvestmentNews | Feb. 2013 from United Capital on Vimeo.

Related listings:

No listings available

	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
	The FPA finally puts on a better CFP face and she lights up the hall in Baltimore Gigi Guerra was the 75,000th CFP recipient and she captured an air of revitalization the Financial Planning Association will need to survive and thrive amid massive industry changes
	The inverted reverence dynamic at The In\|Vest event and why Bill Crager is so over it Tomorrow is here: Wirehouse execs and IBM types play groupies as robo-founders leaned back in their chairs
	The overnight maturation of In\|Vest 2016 was like green bananas going straight to brown for some but Joe Duran made sure it bore fruit A pure robo, a quasi-robo, an RIA-herder and an insurance man walked onto a panel, riffing on Jon Oliver's scathing fiduciary take
	What Neesha Hathi told the In\|Vest 2016 in NYC crowd in her debut as Schwab robo chief -- and how she elicited one gasp from the crowd Though declining to offer a glimpse of the future, Hathi surprised with stats showing Schwab is succeeding against the upstart robos with older, less web-savvy customers

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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
	The FPA finally puts on a better CFP face and she lights up the hall in Baltimore Gigi Guerra was the 75,000th CFP recipient and she captured an air of revitalization the Financial Planning Association will need to survive and thrive amid massive industry changes
	The inverted reverence dynamic at The In\|Vest event and why Bill Crager is so over it Tomorrow is here: Wirehouse execs and IBM types play groupies as robo-founders leaned back in their chairs
	The overnight maturation of In\|Vest 2016 was like green bananas going straight to brown for some but Joe Duran made sure it bore fruit A pure robo, a quasi-robo, an RIA-herder and an insurance man walked onto a panel, riffing on Jon Oliver's scathing fiduciary take
	What Neesha Hathi told the In\|Vest 2016 in NYC crowd in her debut as Schwab robo chief -- and how she elicited one gasp from the crowd Though declining to offer a glimpse of the future, Hathi surprised with stats showing Schwab is succeeding against the upstart robos with older, less web-savvy customers

United Capital Financial Advisers

Company info:

RIA department info:

Etcetera:

Q&A:

What is the service or product you offer to RIAs?

How do you differentiate your offering from competitors?

What else would you like to say about your business?

Related listings:

No listings available

Related articles:

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 FPA finally puts on a better CFP face and she lights up the hall in Baltimore

The inverted reverence dynamic at The In|Vest event and why Bill Crager is so over it

The overnight maturation of In|Vest 2016 was like green bananas going straight to brown for some but Joe Duran made sure it bore fruit

What Neesha Hathi told the In|Vest 2016 in NYC crowd in her debut as Schwab robo chief -- and how she elicited one gasp from the crowd