News, Comment & Analysis results for United Capital

M and A
May 15, 2024

OPINION OF THE WEEK: Goldman Sachs’ Questionable Excuse For RIA Debacle

Our US correspondent looks at the recent argument given by the Wall Street firm as to why its push

People Moves
April 25, 2024

Who's Moving Where In Wealth Management? – TIFIN, Concurrent

The latest senior moves, appointments and changes to senior roles in wealth management across North

People Moves
April 22, 2024

Summary Of North America Wealth Management Moves – February 2024

A round-up of moves, appointments and changes at the North America wealth sector during February.

People Moves
April 11, 2024

Who's Moving Where In Wealth Management? – Modern Wealth Management, Abacus Group

The latest moves and appointments in wealth management in the Americas.

M and A
March 21, 2024

RIA Mergers, Acquisitions Hold Up Despite Chill Winds; Optimistic Tone – Study

A report examines the forces shaping mergers and acquisition activity in the North American wealth

People Moves
February 12, 2024

California-Headquartered Wealth Firm Names Managing Director

The firm, which oversees more than $1.7 billion in assets under management, said AuM surged by more

Strategy
December 18, 2023

Three Top 2024 Trends To Watch

Our US correspondent talks to senior wealth management industry figures about what they think are

People Moves
October 20, 2023

SageView Makes Wealth Management Leadership Hires

The organization, one of the largest RIAs, has expanded via organic and M&A-driven growth in recent

Financial Results
October 18, 2023

Wealth, Asset Revenues Slip At Goldman Sachs

The results come in a quarter that has seen Goldman Sachs make a number of transactions, such as

Financial Results
August 29, 2023

Goldman’s RIA Sale: Can Mallouk Succeed Where Solomon Failed?

Goldman Sachs said yesterday that it is selling its Goldman Sachs Financial Planning business to

Comment & Analysis results for United Capital

Company Profiles
November 20, 2014

INTERVIEW: United Capital - The "Strategic Acquirer" - Reveals Its Growth History, Plans

This publication speaks to the CEO of United Capital - a national partnership of private wealth