RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

United Capital scoops up a $1.6 billion wealth manager from M&T

Quick, efficient deal, aided by top investment banker, may be the blueprint for growth-by-chunks for California aggregator

Author Brooke Southall January 13, 2011 at 2:20 PM
Admin:
no description available
Darlene DeRemer: The bank wasn’t looking to sell per se, but they were open to looking at ideas.

Related Moves

Joe Duran will co-develop Goldman Sachs unit aimed at outsourcing to non-Goldman RIAs after 'magic' never materialized for direct-to-consumer RIA

The Newport Beach, Calif. RIA legend plans to shift from B2C to B2B to fix Goldman's disconnect with RIAs and play to the strengths for him and the bank

February 8, 2023 at 3:03 AM

Marc Spilker adds Matt Brinker as chess piece -- and partner -- in what he calls a 'very selective' talent add to build platform-for-RIA platforms outside Wall Street

Merchant Investment Management's executive chairman wants good people good at their job and Brinker likes having a breakaway Goldman partner rather than one captive to the Wall Street giant.

January 15, 2020 at 2:42 AM

Goldman Sachs & Co. appoints Rachel Schnoll to yank off United Capital band-aid that Joe Duran didn't -- making FinLife work with non-UC applications

The New York-based investment bank has the cash and people to do the combinations -- especially Goldman software -- that the roll-up's founder couldn't afford or didn't want to advantage

November 8, 2019 at 4:52 AM

Goldman Sachs closes United Capital deal and Matt Brinker, Joe Duran's wingman, exits with social media swan song on same day

The M&A chief's departure from the Newport Beach, Calif. roll-up may signal that its rolling-up days are over

July 18, 2019 at 6:13 PM


Mentioned in this article:

United Capital Financial Advisers
RIA Welcoming Breakaways
Top Executive: Joe Duran




http://travianas.lt/user/kopetpdtnk/

http://travianas.lt/user/kopetpdtnk/

June 26, 2014 — 2:45 AM

The iPad comes in two different variations ?Wi-Fi alone and Wi-Fi with 3G. In the event you will be utilizing the iPad near a Wi-Fi source, you can go in for the previous. But in case you plan to employ the iPad for independent connectivity, you can go for that 3G design which features high-speed connectivity. The iPad provides a very straightforward sync with iTunes as a result of both equally Pc and Mac via USB port.

http://savewaydrivingschool.ca/

http://savewaydrivingschool.ca/

June 26, 2014 — 4:15 AM

If you are concerned about the unwanted outcomes of stimulants, give Focus deficit hyperactivity disorder all-natural medicine a go. When coupled with nutritional regulate, behavior remedy, and life-style alter, naturopathic Attention deficit hyperactivity disorder treatment options are incredibly productive. Moreover, they are ready to really enhance your children’s all around overall health and wellness.

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo