Joe Duran’s United Capital Acquires Arizona Firm
United Capital and its affiliates have $17 billion in assets under advisement and, with the addition of Brotherton, 47 offices.
RIA First-Half Dealmaking at Slowest Pace Since 2008: Schwab
Why? Advisors may be more focused on organic growth than M&A right now, says Jonathan Beatty of Schwab Advisor Services.
M&A Roundup: United Capital Acquires Atlanta-Based PPA Advisors
In other M&A news, Envestnet completed its acquisition of Prudential WMS, and Madison Dearborn Partners completed its NFP deal.
Cup of Joe: Starbucks. Financial Advice. Together at Last
United Capital CEO Joe Duran wants financial advice to be as reliable as Starbucks.
RIAs Closed 13 M&A Deals in Q1: Schwab Advisor Services
The RIA sector notched its greatest number of M&A deals since Q1 2012, but overall deal size declined.
Paula Hogan Optimizes Life-Cycle; Michael Finke Retires 4% Rule: May Research—Slideshow
The cover story for Research magazine's May issue, "Investing for a Lifetime, focuses on Milwaukee financial advisor Paula Hogan, whose innovative blending of life-cycle theory and life planning provides a promising path for the future of financial advice.
The Advisor as Inspirer
How do you lead your employees, your clients, your life? Do you want to do a better job of it? Here are tips from top experts.
Focus Financial Adds $1B RIA
Portfolio Strategy Group joins the partnership with five advisors.
RIA M&A Grew 30% in 2012, With Most Deals Done by Big Firms: Schwab
National acquiring firms, like HighTower, Focus Financial and United Capital, remained the dominant buyers, with 25 of the 45 total M&A deals, Schwab reports.
United Capital ‘Rolls Up’ Paragon Investment Management
The news follows a series of similar such announcements recently involving larger RIAs buying their smaller counterparts.