Articles tagged "Gail Graham"


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United Capital begins recapitalization and continues repeopling exec ranks -- both prompted by asterisked $6.9-billion of 'contracted' assets

Sydney, Australia's AMP invests 'tens of millions' in the firm but not to pay off existing PE partners whose stakes stayed static

September 14, 2017 — 7:57 PM UTC

United Capital nabs Min Zhang not long after Gail Graham leaves and Larry Shumbres continues a magical post-Schwab ride

The $19.8-billion national RIA in Newport Beach, Calif. makes the ex-Totum Wealth CEO its digital product manager and Shumbres fills the CEO spot

September 8, 2017 — 9:25 PM UTC

After spending millions and getting cozy with Salesforce, United Capital is morphing, maybe big-time

Gail Graham is bringing the $15 billion 'roll-up' into the third-party white label business -- intending to license its system to RIAs

March 10, 2016 — 9:37 PM UTC

United Capital unveils its killer electronic app but boomer clients still say: Paper, please

The $10.5-billion RIA spent millions of technology but client habits may delay use of the electronic version

October 7, 2014 — 6:27 PM UTC

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

August 22, 2014 — 3:04 AM UTC

How the RIA business made a dent at the 2014 Finovate conference in San Jose

Personal Capital and Motif presented and United Capital was there in force

May 2, 2014 — 6:20 AM UTC

From a Wall Street perch, Chip Roame imparts wry skepticism anaerobically at Tiburon CEO Summit of 2013, spring edition

The independent channel is booming -- but objects in the mirror may still be in front of you, the Tiburon guru warns

April 10, 2013 — 4:51 AM UTC

Joe Duran inks deals with two top RIA executive talents after United Capital hits a 'roadblock'

The United Capital CEO is bringing aboard Gail Graham, a former Fidelity higher up, and Stephanie Bogan, a former Genworth luminary, to be sure the firm's capacity keeps pace with marketing

September 13, 2012 — 4:55 AM UTC
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