News, Comment & Analysis results for United Capital

People Moves
September 3, 2014

Summary Of Executive Moves In The Americas: August 2014

A summary of wealth management industry moves in the Americas during August 2014.

People Moves
August 29, 2014

Threshold Group Boosts Investment Team With Three Senior Hires

Threshold Group, a family-owned wealth management firm and family office, has enhanced its

People Moves
August 21, 2014

United Capital Appoints Director Of Partnerships From RBC Advisor Services

United Capital Financial Advisers has appointed Ryan Marcus – latterly of RBC Advisor Services -

Strategy
May 20, 2014

United Capital Promotes Personalized Advisor-Client Engagement Through Email Marketing

United Capital, the US RIA, has linked up with tech firm Vestorly to help its advisor share

Strategy
March 19, 2014

United Capital Introduces Tool For Prospective Advisors To Test Firm Compatibility

United Capital Financial Advisers has launched a new website, Join UC, for future advisors and

Strategy
March 13, 2014

EXCLUSIVE INTERVIEW: Joe Reilly Sits Down With Former CEO Of Silver Bridge

Family office consultant Joe Reilly interviews Stephen Prostano, former CEO of Silver Bridge, about

People Moves
January 6, 2014

Executive Moves In The Americas: December 2013

A summary of people moves in the Americas during December 2013.

People Moves
December 4, 2013

United Capital Enters North Dakota Market

United Capital Financial Advisers has named Fargo, ND-based financial advisor Paul Jarvis as a

People Moves
November 8, 2013

Summary Of Executive Moves In North America Wealth Management - October 2013

A round-up of executive wealth management moves in the Americas during the month of October 2013.

Strategy
October 22, 2013

California RIA Secures $38 Million In Growth Capital; Eyes Further Expansion

Comment & Analysis results for United Capital