News, Comment & Analysis results for United Capital

People Moves
January 8, 2015

Summary Of Industry Moves In The Americas: December 2014

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

M and A
January 7, 2015

United Capital Reveals Its First Acquisition Of 2015

United Capital Financial Advisers has acquired Rayner & Haynor Investment Counselors, an advisory

Practice Strategies
December 22, 2014

Asset Managers Are Increasingly Centering Marketing Efforts On Digital Initiatives - Report

Asset managers are expanding their marketing budgets while allocating more money to digital

People Moves
December 16, 2014

Texas Advisory Firm Creates United Capital's 50th Office Nationwide

Ellis & Ellis, an advisory firm based in The Woodlands, TX, has joined the 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

People Moves
November 3, 2014

Summary Of Industry Moves In The Americas: October 2014

A summary of industry moves in the Americas during the month of October 2014.

People Moves
October 24, 2014

United Capital Grows With California-Based Acquisition

Valley Wealth has joined the United Capital Financial Advisers network in Modesto with $330 million

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 -

Comment & Analysis results for United Capital