News, Comment & Analysis results for United Capital

Technology
January 9, 2019

Digital Digest: The Latest Tech News: United Capital

The latest tech news in wealth management across North America.

Financial Results
August 6, 2018

Summary Of North America Moves In Wealth Management - June 2018

The month of June was a busy one for moves and appointments in the North American wealth management

M and A
August 2, 2018

Merger, Takeover Figures Flag RIA Consolidation Trend

The data may suggest that the arrival of mega-scale RIAs operating coast-to-coast, as predicted in

People Moves
June 1, 2018

US Financial Advisory Firm Names New Investment Chief

The firm oversees about $21.6 billion in AuM and operates across the world.

M and A
December 22, 2017

United Capital Acquires Payne Wealth Partners

Even as Christmas draws close, another M&A deal in the US wealth management sector is agreed.

M and A
August 23, 2017

CAPTRUST Announces Sixth Merger Deal So Far This Year Amid M&A Trend

In an almost daily event, another US wealth management firm announces a

M and A
August 21, 2017

US Wealth Manager Acquires Michigan-Based Firm Amid Continued M&A Trend

The trend of merger and acquisition deals in the US wealth management space rolls on.

M and A
July 25, 2017

US-Based United Capital Acquires Three Advisory Firms

The acquisitions have brought in businesses with a combined total of $758 million in assets under

Financial Results
March 28, 2017

United Capital Financial Advisers Celebrates Milestone, Draws Praise

The California-headquartered investments firm says it is marking a significant milestone for its

Technology
February 15, 2017

RIA Rolls Out Fintech Offering To Drive Advice

This publication has latest news on product and service offerings in the North America wealth

Comment & Analysis results for United Capital