Articles tagged "United Capital"
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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
March 20, 2012 at 5:00 AM
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
January 26, 2012 at 6:11 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
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
September 2, 2011 at 6:16 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
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
June 22, 2011 at 2:26 PM
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
June 21, 2011 at 2:44 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
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
February 3, 2011 at 1:56 PM
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
January 17, 2011 at 4:18 PM
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
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
May 6, 2010 at 6:28 AM
What do RIAs care about?
A breadcrumb path through RIABiz into the mind of financial services entrepreneurs
