Mar 21, 2012
AMG makes a dramatic entry into wealth management arena, buying majority stake in $10B Veritable
Veritable LP is the first in a series of very big RIAs the giant asset management firm has its eye on
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United Capital
99 articles
Articles tagged "United Capital"
Page 6 of 7Mar 20, 2012
Former Fidelity rainmaker lands at Schwab after both big custodians reshuffle their East Coast staffing
Scott D'Alessandro could boost Schwab's efforts to gain better traction with aggregators like United Capital and HighTower
Jan 26, 2012
United Capital signs on former advisors and principals of Harold C. Brown & Co.
The strategic buyer has found advisors who don't mind being employees -- as long as they can spend more time with clients
Nov 2, 2011
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
Sep 2, 2011
Dreamforce review: Social media enters the business cloud and why RIAs should care
Salesforce's annual event was a city in a city for a cult-like following of 45,000, including many financial advisors
Aug 14, 2011
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
Jun 22, 2011
Three happenings in the RIA world right now
The Innovative Alternative Strategies conference kicks off; United Capital brings aboard two high-level women advisors; and Ron Rhoades finally gets recognized for his efforts
Jun 21, 2011
Five recent articles that show the RIA business just keeps hitting milestones
Advent buys Black Diamond, Carson goes RIA, Duran champions consolidation, Schwab goes full-out into franchises, Brightscope grades RIAs
Jun 14, 2011
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
Jun 8, 2011
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
May 17, 2011
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
Feb 3, 2011
This generation of advisor aggregators puts the roll-up ghosts to bed, for now
Questions linger about what some firms will look like post-IPO or merger
Jan 17, 2011
What advisors care about: technology, hiring, Schwab's lawsuit against a broker hit top RIABiz stories this month
A new platform for alternative assets, plus the regulatory moves expected this year also make the list
Sep 20, 2010
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
May 6, 2010
HighTower Advisors and United Capital seek to stamp out wirehouse feel by embracing Apple technology
The aggregators see risk in standing pat with PC technology when advisors use Macs at home