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Content tagged "Joe Duran"

United Capital Financial Advisers

Filed under: Consolidator/Roll-up Firm, RIA Welcoming Breakaways
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	Title	Date Published
	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	Monday 4.29.13
	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	Wednesday 4.10.13
	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	Friday 3.8.13
	Joe Duran hits The New York Times best-seller list with 'The Money Code' and is feeding his big RIA with the leads The gist of the story: He was rich as hell at 34 years old after selling a company to GE and he realized it didn't solve much	Monday 2.18.13
	How my experiences with RIA pioneers, and the love of my mother, inspired me to a different breakaway story Jason Lahita had mentoring from Joe Duran, Ron Carson and Mindy Diamond but his mother's early onset dementia gave him the final nudge to take a risk	Monday 2.18.13
	United Capital eyes 'Paragon' brand for the $10-million-plus set after nabbing $1 billion RIA in Seattle Joe Duran is pleased bring aboard another woman-led firm -- a trophy, albeit low-key, outfit that sits among brand giants like Starbucks, Amazon and Microsoft	Wednesday 1.16.13
	United Capital's Joe Duran throttles back on deals as he opens an RIA version of Hamburger University Stephanie Bogan will lead the training center that aims to create corporate 'mini-me's' around the country	Wednesday 11.28.12
	How Charles Goldman, Philip Palaveev, Brian Hamburger and Tim Oden -- and my cabbie -- caught my attention at MarketCounsel Summit Tussles over scale, branding and professional service played out vividly in Vegas	Friday 9.28.12
	What exactly the CEOs of HighTower, Focus Financial and Dynasty Financial revealed when they shared a stage in Las Vegas Aggregator honchos appeared together under the unloved roll-up tag to highlight differing and evolving facets of their firms	Tuesday 9.25.12
	Ron Carson launches roll-up/TAMP-like venture with Envestnet, TD Ameritrade and Advizent as puzzle pieces The biggest of LPL's affiliates shows a walk-before-run approach to inorganic growth	Monday 9.24.12
	Joe Duran lays out his latest case for why wirehouses -- and classic RIAs -- risk losing out to a coming oligopoly of new-model holistic firms The coming 'life management' model won't be addressed by the big guys or the little ones in this very young industry, says the United Capital CEO	Friday 9.21.12
	The two dramatic moments everyone was buzzing about at the MarketCounsel conference Elliot Weissbluth, Knut Rostad, Charles Goldman and Joe Duran helped show us why thought leadership begins when sparks fly	Tuesday 9.18.12
	Joe Duran inks deals with two top RIA executive talents after United Capital hits a 'roadblock' The United Capital CEO is bringing aboard Gail Graham, a former Fidelity higher up, and Stephanie Bogan, a former Genworth luminary, to be sure the firm's capacity keeps pace with marketing	Thursday 9.13.12
	'Ocean's Eleven'-grade RIA sharpies set to play Vegas at MarketCounsel's 2012 Summit A remarkably varied lineup of industry A-listers are odds-on to spark lively conversation at the compliance confab	Friday 8.31.12
	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
	How RIAs like Aspiriant and United Capital are working to put financial planning back at the center of financial planning firms It's expensive, hard work, hard to charge for, difficult to deliver and adds real value	Monday 4.23.12
	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
	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	Wednesday 11.2.11
	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	Sunday 8.14.11
	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	Tuesday 6.14.11
	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	Wednesday 6.8.11
	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	Tuesday 5.17.11
	United Capital scoops up a $1.6 billion wealth manager from M&T Quick, efficient deal, aided by top investment banker, may be the blueprint for growth-by-chunks for California aggregator	Thursday 1.13.11
	The MarketCounsel Member Summit hums in the Nevada desert Joe Duran floats a controversial thesis about the threat faced by investment managers	Thursday 11.18.10
	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	Monday 9.20.10
	Berkeley professor challenges United Capital directors to act more like managers and less like entrepreneurs Eat-what-you-kill mentality won't take a company to the next level	Monday 3.1.10
	The faces of United Capital on an idyllic spring day on the Berkeley campus Photographs of United Capital partners and executives at the Haas School of Business event	Friday 2.26.10
	United Capital calls its partner firms to Berkeley to help execute ambitious plan Haas business school professors will orient consolidator's RIAs toward new ways of looking at growth	Thursday 2.25.10
	What RIAs can learn from Malcolm Gladwell’s writings on entrepreneurs as risk averse RIAs' success as entrepreneurs is in keeping with studies covered in a New Yorker article	Wednesday 1.20.10
	Taking A Break From the Turkey? RIABiz's top 10 stories from the past month offer a window into what RIAs care about	Thursday 11.26.09
	The seven things I learned from roll-up executives in Princeton, including not to call them that Four CEOs of aggregators choose four different paths to growth	Tuesday 10.27.09