Articles tagged "Joe Duran"
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Vanguard Group gets under RIAs' skin by launching ETFs supposedly aimed at helping them
Joe Duran says debut of up-priced, factor-based ETFs paves the way for fatter Vanguard RIA margins and broader U.S. wealth-management market share
February 22, 2018 at 3:55 AM
Determined to out-Joe-Duran Duran's United Capital, Dave Welling moves his $12B roll-up's HQ to Denver
As Mercer's torrid growth accelerates, its new CEO will hyper-unify investments and operations, make deals, pit software vendors against each other and hire like crazy
February 14, 2018 at 6:18 PM
Bernie Clark uses Schwab IMPACT 2017 as pulpit to preach Schwab scale as firewall to blaze of dystopian big-data future
With no RIA deliverable to pitch, Charles Schwab & Co. execs presented their go-big, 'no goals' vision for managing accelerating external change
November 17, 2017 at 10:45 PM
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 at 7:57 PM
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
August 21, 2017 at 10:48 PM
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
March 28, 2017 at 7:40 PM
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
September 17, 2016 at 12:24 AM
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
June 20, 2016 at 8:41 PM
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
June 17, 2016 at 8:58 PM
After her Stanford B-school classmates rip on FAs at reunion, a stung Min Zhang takes uber north to Pershing RIA event to hear out Kitces, Tibergien and Poirier on the topic
Mark Tibergien, Mike Kitces, Addepar CEO and others in San Francisco show pathway to capturing the hearts and savings of 'bankless' millennials
May 6, 2016 at 9:05 PM
What to make of Peter Mallouk's sweeping deal with Tony Robbins -- and where the unlikely pairing goes from here
After deliberately relinquishing his cherished anonymity, the CEO of $18-billion AUM is using the Robbins deals as part of a larger charge from the bulrushes
April 5, 2016 at 3:58 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
Why the RIA business starts 2016 without its swagger: 2014 and 2015
What's hot right now? Almost nothing and nobody. But it might be a 'healthy correction' of equilibrium
January 11, 2016 at 11:42 PM
Roll-ups are off at an acquisition clip in 2015 as $2 billion washes over the transom in a single week
Focus follows Dynasty into Canada as the three big aggregators toggle between organic and inorganic growth
April 17, 2015 at 6:20 PM
United Capital chases DFA's MO, trains '1099 advisors' and co-opts Starbucks brand guy
The multitasking Newport Beach-based national RIA also announced closing on two more RIA purchases with about $625 million of AUM
