May 1, 2014
Housen deal shows Marty Bicknell can make it in Jersey -- by word of mouth
The Kansas-based serial buyer's Mariner, now with $9.5 billion of assets, is knocking down big down-to-earth deals
Tag
United Capital
99 articles
Articles tagged "United Capital"
Page 4 of 7Mar 18, 2014
United Capital drops a six-figure check on 10 partner firms in share buyback program financed by SageView
Joe Duran's company is belatedly paying fully vested firms for up to 25% of their stock after the 2008 crash threw off the promised liquidity schedule
Dec 10, 2013
The unlikely marriage of United Capital and a mission-driven 31 year-old in boom-town Fargo
The North Dakota oil rush and a giant Microsoft presence figure in but mostly it's the passion of a young man with a plan
Oct 22, 2013
Ex-KKR capitalists reach the RIA gate by taking a $30-million stake in United Capital
After vowing never to take private equity again, Joe Duran describes a business model shift sparked by his 'Honest Conversations' method
Oct 21, 2013
How an RIA-only serial buyer-hirer sprinted to $2 billion of AUM with pieces from U.S. Trust, Fidelity, Genspring and Wachovia
SignatureFD just says no to hybrids, applies a family office approach and sticks around the Atlanta area -- for now
Oct 9, 2013
United Capital announces an RIA deal with plenty of spin
The Newport Beach roll-up brings on a Fidelity RIA in Arizona with $150 million owned by a married couple that advises together and skates together
Oct 4, 2013
How Matt Cooper is getting past the 'oh, sure' factor that came from a slow roll-out of ... the other Newport Beach roll-up
Not only are deals picking up at the $900-million Beacon Pointe Wealth Advisors but existing advisors are telling success stories that can be quantified
Jun 19, 2013
This Atlanta roll-up start-up plans to reach $1 billion right quick by using hedge fund cash to execute a Schwab template
Scott Wilder offers a 'home' for the $50M-$100M RIA with a no-fine-print 70% payout, Four Seasons offices and a piece of the pie
May 30, 2013
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
Apr 29, 2013
Mark Hurley drops a new wealth management prognosis on the industry with a zero-sum flavor
With the best clients aging, RIA business will be shaped by how about 2,000 'tweener' firms react to fast-deteriorating business conditions
Apr 10, 2013
From a Wall Street perch, Chip Roame imparts wry skepticism anaerobically at Tiburon CEO Summit of 2013, spring edition
The independent channel is booming -- but objects in the mirror may still be in front of you, the Tiburon guru warns
Apr 5, 2013
HighTower loses RIA with $1 billion of assets and Northern Trust street cred
Margaret Towle broke the HighTower mold somewhat for having an RIA, not coming from a wirehouse, and serving only 10 clients
Mar 8, 2013
10 most influential RIA figures going into 2013 and how they're reshaping the industry, Part 1
2012 was a year of drama as sweeping deals of unexpected size were struck and the industry took to the Hill to fight against FINRA overlords
Mar 6, 2013
$1.6 billion RIA nabs Fidelity's $1 billion-man and a United Capital advisor seeking a gilded local brand
Philadelphia-based Westcott brings on a recruiter and a specialist in women in transition
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