United Capital’s FinLife Partners Adds New Strategic Partner, Hires Execs
Since FinLife Partners’ launch, it has delivered $6.9 billion in assets under contract.
Recruiting Roundup: Wells Fargo, United Capital & SFA Add Teams
Meanwhile, Autonomous Research says Alexey (Lex) Sokolin has joined the group as head of fintech strategy.
United Capital Adds 2 Firms, $1.5B in Assets
The fast-growing RIA consolidator picks up retirement and wealth management groups in Maryland and Pennsylvania.
Focus Adds Wealth Group in Canada; United Capital Picks Up 2 Firms
Each firm acquires groups of advisors with more than $600 million in client assets.
United Capital’s Duran: Wealth management is dead. Long live life management!
The national planning firm is launching a branding overhaul based on extensive behavioral research indicating the industry is out of step with client priorities.
United Capital Adds Sanders as New Atlanta-Based Division
In joining the RIA headquartered in Newport Beach, Calif., Sanders’ Atlanta office will help promote United Capital’s Honest Conversations and the Money Mind Analyzer.
Happy? Afraid? Generous? United Capital’s Money Mind Analyzer Figures You Out
United Capital may not officially be in the marriage guidance business, but considering the private wealth firm’s latest venture, it has a nice sideline in couples counseling.