Mar 10, 2016
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
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United Capital
99 articles
Articles tagged "United Capital"
Page 3 of 7Jan 11, 2016
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
Jul 29, 2015
With 'revenue sharing' as primary consideration, Guggenheim transfers its in-house RIA to HighTower
HighTower gets a substantial bounty of fee-generating assets and clients and Guggenheim avoids having to scale up
Apr 17, 2015
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
Apr 16, 2015
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
Mar 18, 2015
Swamped by Tony Robbins' referrals, Ajay Gupta launches national venture with Jemstep and United Capital as notable partners
The UBS breakaway mentioned in the self-help guru's book is now calling on RIAs nationwide to share the referral wealth
Mar 3, 2015
How United Capital's unconventional rolling up of a $2 billion RIA reveals how close the roll-up model is to extinction
Joe Duran's Newport Beach firm does cryptic non-transactional acquisition as Focus Financial becomes a tuck-in machine and HighTower sells de facto franchises
Feb 5, 2015
AMG is suddenly among the RIA roll-up elite after the Baker Street deal pushes it past $25-billion of AUM
After adding the $5.2-billion San Francisco firm, John Copeland's Florida-based skunkworks is smelling sweet
Oct 7, 2014
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
Sep 15, 2014
Why Joe Duran is dead wrong on 2015 marking the end of the Golden Era of the RIA
The serial entrepeneur's column in InvestmentNews forgets that RIAs are also advancing and that the 'new competitors' carry baggage and have fatal shortcomings
Sep 2, 2014
Joe Duran explains United Capital's 100% revenue growth to $100 million since 2012 and the firm's complex plan to grow faster
In an overdue catch-all, catch-up the CEO of the $10-billion RIA tells of $4 billion of deals in the works and up to 15 de novo offices
Aug 19, 2014
Fresh off an RBC exit, Ryan Marcus lands with Joe Duran
The recently departed face of RBC's RIA custody will tackle the Northeast corridor of the US for United Capital
Jun 18, 2014
How Merrill Lynch Clear looks so impressively RIA-like and what shows how deceptive looks can be
The big iPad-laced and rhetoric-laced wirehouse initiative toward goals-based investing may have selling insurance as its primary goal
May 20, 2014
Are 'for sale' the dirtiest words in the acquirers' lexicon? M&A mavens debate the point at a Philadelphia event
If 'Secrets of Successful Acquirers' didn't live up to its scandalous billing, some sparks did fly at Gladstone's annual confab
May 2, 2014
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