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Content tagged "United Capital Financial Advisers"



Jon Stein: Efficiency is streamlined, but with human checks throughout the process.

How to hold 1,000 hands: Robo CEOs lay out a stark choice for traditional advisors at MarketCounsel Summit
RIAs who comfort themselves with the thought that automated advice caters to their 'non-core' clients are in for a rude shock

Monday 12.15.14
Stephanie Bogan is getting a break from airless rooms and fluorescent lighting.

Stephanie Bogan leaves United Capital for Costa Rica
Her former employer characterizes the move as a 'personal decision'

Friday 8.22.14
Jason Del Col: Our vision of the next-generation of an RIA office is they can service $200 million to $300 million with a support team in Dallas and not a lot of infrastructure.

In calculated gamble, United Capital begins to build, not buy, growth in major cities
Joe Duran will still buy firms but his $10-billion RIA will spin out six snazzy startup offices in the next two years manned by graduates of its own training program

Friday 8.22.14
Danny Sarch: I don't think this is desperate at all. If you don't have money, then you can't make the deals.

Ameriprise makes its move upmarket by first moving its bonus payouts to Wall Street levels
The Minneapolis-based broker jacks its sticker bid to 150% bonuses of brokers' last 12-months of revenue

Friday 6.13.14
Jeff Spears: People have the mantra that if it ain't broke, don't fix it. There are no pain points.

How two deals struck last week show midsize RIAs reigniting the M&A and breakaway movements
The stakes are high for an ex-Morgan Stanley team that bolted with years to go on retention bonuses and a Virginia RIA is hitching its expansion plans to United Capital's star

Monday 7.15.13
Brooke Southall: Roll-ups can look as different as Great Danes and lhasa apsos, but we can all agree that these two breeds are both very much dogs.

Why the term 'roll-up' should stay in the RIA vocabulary
It's a short term packed with tall meaning

Tuesday 10.16.12
Jason Del Col calls the radio show a ''massive opportunity.''

United Capital unveils national mass-affluent strategy keyed to a radio program
With the success of Edelman Financial and The Mutual Fund Store in mind, Joe Duran will take the mike regularly, but Steven Pomeranz will be the regular host

Wednesday 5.16.12
Peter Hess drove the Advent-Black Diamond merger and may have created an RIA-friendly monster.

The 10 most influential figures in the RIA business going into 2012, Part 2
These advisors and executives made dramatic moves that advanced the business of registered investment advisors

Wednesday 1.4.12

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Most Emailed Stories »

Joe Duran: We think this is the closest example to what Dimensional Fund Advisors does.
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United Capital chases DFA's MO, trains '1099 advisors' and co-opts Starbucks brand guy

Sara Botkin [with father Les and brother Lester]: We learned that it became a fireable offense to refer clients to other banks.
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This father-daughter-son team survived 9/11 but divorced Wall Street altogether 14 years later

Jon Stein: It's basically a nonevent. I don't think they're going after the same customers.
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Schwab's robo launch stimulates sign-ups at Betterment and Wealthfront -- and itself

Jeff Zients: For some special interests and their allies in Congress, the only good rule would be no rule at all. We want to make very clear that inaction is not an acceptable outcome of this process.
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Jeff Zients and Tom Perez come out swinging for a new fiduciary era

Charles Goldman carries on the kind of side conversation that makes the Tiburon CEO Summit wheels spin.
2 shares
Top RIA takeaways from my trip to New York City and my stop-by at the Tiburon CEO Summit


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