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Registered Rep.
September 15, 2010
Jerry Gleeson |
United Capital Acquires Dunn Hogerty, More Mergers Ahead United Capital isn't the only one looking to tie the knot. The broader M&A market is picking up, according to Schwab Advisor Services.   |
Financial Planning
August 1, 2012
Bob Veres |
Embracing the Crazy Ideas Take a closer look at the people who abandon well-established business models for the "insane" reason that they want to give their clients something better. |
Financial Advisor
February 2008
Jeff Schlegal |
Strategic Moves Mergers and acquisitions activity in the financial advisory industry has accelerated during the past three years, and United Capital Financial Advisers has done its share of deal making. A profile of the Newport Beach, California-based firm. |
Financial Planning
June 1, 2013
Matt Ackermann |
United Capital's Joe Duran: Imitating Starbucks The CEO of United Capital plans a nationwide network of planners with a consistent look and feel. |
Registered Rep.
January 13, 2011
Jerry Gleeson |
United Capital Buys Three RIAs, Adds $2.2B in AUM The three deals bring United Capital's total AUM to more than $13 billion, with 29 offices across the country. |
Financial Planning
June 1, 2012
Donna Mitchell |
Aiming Lower Mass-market investors, with their relatively tiny net worth but big growth potential, are attracting increased attention from the financial planning industry. Two major companies have announced forays into this market sector. |
Investment Advisor
July 2008
James J. Green |
United We Grow United capital's Joe Duran on the state of advisory firms, and his strategy for acquiring financial advisory firms nationwide. |
Registered Rep.
June 27, 2011
Diana Britton |
Advisors Use More Visual Tools With Clients Appealing to the visual, emotional part of clients' brains can help clients better understand concepts surrounding money and better engage with their advisors. |
Financial Planning
December 1, 2010
Donna Mitchell |
How Many Seats on Your Bus? If a potential client asks you whether your firm is taking on new clients, do you know what to say? Too often RIAs fumble the answer, trying to size up the prospect's net worth on the spot rather than providing a straight answer |
Investment Advisor
May 2009
James J. Green |
For Firms in the United Capital Fold, a New Platform United Capital Financial Advisers has partnered with FundQuest to build a suite of Web-based tools for UCFA advisors and their clients. |
Financial Advisor
July 2011
Eric Rasmussen |
Bouncing Back Financial Advisor's 2011 RIA survey shows assets and client numbers continuing to bounce back, but growth could be sluggish. |
Financial Advisor
December 2007 |
Frontline News Kochis Fitz To Merge With Quintile... Practicing The Best Practices... United Capital Buys Four Advisory Firms... Herd Mentality Linked With Keeping Up With The Joneses... etc. |
Registered Rep.
August 1, 2011 |
The Ten to Watch 2012 An annual list of the top ten money managers to watch. |
Sports Illustrated
March 31, 2000
Alan Shipnuck |
Roots A look at Tiger Wood's golf genealogy reveals how he got so good |
Registered Rep.
December 2, 2008
Halah Touryalai |
RIA Consolidators Going After Wirehouse Reps RIA holding companies are opening their arms to welcome wirehouse advisors, but only the cream of the crop: those who have significant assets under management and heavily fee-based books. |
