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Jason Del Col

3 articles

Articles tagged "Jason Del Col"

Jason Del Col: Our vision of the next-generation of an RIA office is they can service $200 million to $300 million with a support team in Dallas and not a lot of infrastructure.

Aug 22, 2014

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

Aite Group's Alois Pirker (center) moderated a conversation on the joys of independence -- and interdependence

Mar 4, 2013

Fidelity goes to the Wall Street Ritz-Carlton with five partner firms and preaches going independent more dependently

The takeaway at this hybrid mini-summit: Yes you can -- but probably not without some serious backup

Sheri Smith was hired to create a river of referrals flowing to United Capital's 38 offices

Jul 11, 2012

United Capital makes three exec hires, including a veteran recruiter from Raymond James

The big Newport Beach, Calif.-based RIA and consolidator is putting big dollars toward turning existing offices into marketing and recruiting machines

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Jason Del Col

Articles tagged "Jason Del Col"

In calculated gamble, United Capital begins to build, not buy, growth in major cities

Fidelity goes to the Wall Street Ritz-Carlton with five partner firms and preaches going independent more dependently

United Capital makes three exec hires, including a veteran recruiter from Raymond James

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