Articles tagged "Stephanie Bogan"
Cheryl Bicknell drops the largest on-stage news bomb, and Dan Seivert's revenge event in sparkling San Diego got a WTH explanation for those 20-times multiples
The Mariner Wealth COO says her Kansas company will spike headcount 400% in a 'few' years, fitting the Dealmakers confab mission to explain the inexplicably soaring RIA deal volumes, runaway valuations, and a future where it's only expected to accelerate.
September 7, 2022 at 1:41 AM
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 at 9:37 PM
Stephanie Bogan leaves United Capital for Costa Rica
Her former employer characterizes the move as a 'personal decision'
August 22, 2014 at 3:08 AM
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 at 3:04 AM
The FPA NorCal Conference burnishes its little-gem image with big RIAs and other advisory progressives
700 people pow-wowed at The (respendent) Palace of San Francisco and none of their activity escaped the Tim Welsh watchful eye
May 30, 2013 at 6:10 PM
United Capital's Joe Duran throttles back on deals as he opens an RIA version of Hamburger University
Stephanie Bogan will lead the training center that aims to create corporate 'mini-me's' around the country
November 28, 2012 at 4:44 AM
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 at 4:55 AM
Stephanie Bogan: Put me in, I'm ready to play
The CEO of Quantuvis is leaving the Genworth unit and actively seeks an executive position with a yet-to-be-determined hot RIA venture -- after a Caribbean sabbatical
April 25, 2012 at 12:01 AM
Fidelity launches gigantic referral database to give advisors a shortcut to wealthy prospects
Advisors gain from referrals, but hate asking for them
March 4, 2011 at 3:30 PM
TD Ameritrade is pulling out the stops for 100 advisors in Laguna Beach
Smaller custodian is starting to make a habit of 'going big'
April 29, 2010 at 6:25 AM
Constellation Wealth Advisors nabs a major rainmaker
Silicon Valley RIA practice hopes that Steve Bono can jump start its $4 billion practice