News, Comment & Analysis results for United Capital
Digital Digest: The Latest Tech News: United Capital
The latest tech news in wealth management across North America.
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
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
US Financial Advisory Firm Names New Investment Chief
The firm oversees about $21.6 billion in AuM and operates across the world.
United Capital Acquires Payne Wealth Partners
Even as Christmas draws close, another M&A deal in the US wealth management sector is agreed.
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
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.
US-Based United Capital Acquires Three Advisory Firms
The acquisitions have brought in businesses with a combined total of $758 million in assets under
United Capital Financial Advisers Celebrates Milestone, Draws Praise
The California-headquartered investments firm says it is marking a significant milestone for its
RIA Rolls Out Fintech Offering To Drive Advice
This publication has latest news on product and service offerings in the North America wealth