Articles tagged "Joe Duran"
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How RIAs like Aspiriant and United Capital are working to put financial planning back at the center of financial planning firms
It's expensive, hard work, hard to charge for, difficult to deliver and adds real value
April 23, 2012 at 4:00 AM
The 10 most influential figures in the RIA business going into 2012, Part 2
These advisors and executives made dramatic moves that advanced the business of registered investment advisors
January 4, 2012 at 5:46 AM
United Capital extracts a 40-employee, mega-growth team from LPL
The big strategic buyer gets assets of Peak Capital Investment Services, a $600-million firm that has grown 12-fold in less than a decade
November 2, 2011 at 10:05 PM
Joe Duran calls current market hoopla The Great Perception Recession of 2011
On CNBC and in a letter to clients, the United Capital chief calls for caution but with a healthy dose of skepticism
August 14, 2011 at 9:36 PM
Joe Duran tries out novel financial planning strategy on himself and his wife
United Capital is seeking a replicable method for counseling high-net-worth couples
June 14, 2011 at 2:34 PM
Schwab spells out the details of its franchise plan
The San Francisco broker is making five-year deals with dozens of financial advisors from across advisory channels
June 8, 2011 at 1:28 PM
Why Joe Duran believes that classic RIA firms face extinction
Baby Boomers' expectations and rising technology could put a new squeeze on the old model
May 17, 2011 at 2:47 PM
United Capital scoops up a $1.6 billion wealth manager from M&T
Quick, efficient deal, aided by top investment banker, may be the blueprint for growth-by-chunks for California aggregator
January 13, 2011 at 2:20 PM
The MarketCounsel Member Summit hums in the Nevada desert
Joe Duran floats a controversial thesis about the threat faced by investment managers
November 18, 2010 at 6:17 AM
One of a new breed of roll-ups taking center stage, United Capital is churning out deals again
After a broken engagement slowed its progress, the company is on a buying spree
September 20, 2010 at 5:06 AM
Berkeley professor challenges United Capital directors to act more like managers and less like entrepreneurs
Eat-what-you-kill mentality won't take a company to the next level
March 1, 2010 at 7:26 AM
The faces of United Capital on an idyllic spring day on the Berkeley campus
Photographs of United Capital partners and executives at the Haas School of Business event
February 26, 2010 at 7:04 AM
United Capital calls its partner firms to Berkeley to help execute ambitious plan
Haas business school professors will orient consolidator's RIAs toward new ways of looking at growth
February 25, 2010 at 5:36 AM
What RIAs can learn from Malcolm Gladwell’s writings on entrepreneurs as risk averse
RIAs' success as entrepreneurs is in keeping with studies covered in a New Yorker article
January 20, 2010 at 5:18 AM
Taking A Break From the Turkey?
RIABiz's top 10 stories from the past month offer a window into what RIAs care about
