United Capital

• RIAs Closed 13 M&A Deals in Q1: Schwab Advisor Services

  By Joyce Hanson, AdvisorOne  |  May 2, 2013

  The RIA sector notched its greatest number of M&A deals since Q1 2012, but overall deal size declined.

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  Paula Hogan Optimizes Life-Cycle; Michael Finke Retires 4% Rule: May Research—Slideshow

  By Editorial Staff  |  April 30, 2013

  The cover story for Research magazine's May issue, "Investing for a Lifetime, focuses on Milwaukee financial advisor Paula Hogan, whose innovative blending of life-cycle theory and life planning provides a promising path for the future of financial advice.

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  The Advisor as Inspirer

  By Ellen Uzelac  |  April 29, 2013

  How do you lead your employees, your clients, your life? Do you want to do a better job of it? Here are tips from top experts.

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  Focus Financial Adds $1B RIA

  By Janet Levaux, AdvisorOne  |  February 1, 2013

  Portfolio Strategy Group joins the partnership with five advisors.

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  RIA M&A Grew 30% in 2012, With Most Deals Done by Big Firms: Schwab

  By Joyce Hanson, AdvisorOne  |  January 28, 2013

  National acquiring firms, like HighTower, Focus Financial and United Capital, remained the dominant buyers, with 25 of the 45 total M&A deals, Schwab reports.

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  United Capital ‘Rolls Up’ Paragon Investment Management

  By John Sullivan, AdvisorOne  |  January 16, 2013

  The news follows a series of similar such announcements recently involving larger RIAs buying their smaller counterparts.

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  M&A Deals in Q3 Slowest for 2012: Pershing

  By Danielle Andrus, AdvisorOne  |  November 12, 2012

  Mergers and acquisitions slowed down in the third quarter after increasing since the last quarter of 2011, Pershing Advisor Solutions announced Nov. 9.

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  New Hire Roundup: Wells Fargo Advisors Names 3 to Key Roles

  By Marlene Y. Satter, AdvisorOne  |  September 20, 2012

  This week in new hires, Wells Fargo Advisors filled three leadership positions; Gail Graham and Stephanie Bogan joined United Capital; Jonathan Morris went to Dynasty Financial Partners; and IRI announced changes to its board.

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  United Capital Adds Sanders as New Atlanta-Based Division

  By Joyce Hanson, AdvisorOne  |  September 6, 2012

  In joining the RIA headquartered in Newport Beach, Calif., Sanders’ Atlanta office will help promote United Capital’s Honest Conversations and the Money Mind Analyzer.

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  A Changed Industry: Insights From the 2012 Top Wealth Managers Survey

  By Philip Palaveev and Jonathan McQuade  |  August 21, 2012

  The wealth management industry is rapidly changing and has entered into the mature stages of its evolution.