United Capital

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  New Hire Roundup: Morningstar Adds to Fund Research Team

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

  This week in new hires, Morningstar announced six appointments for its fund analyst research team; James Machuga joined Merk Investments; and Philipp Hildebrand was named vice chairman at BlackRock.

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  Happy? Afraid? Generous? United Capital’s Money Mind Analyzer Figures You Out

  By Joyce Hanson, AdvisorOne  |  March 5, 2012

  United Capital may not officially be in the marriage guidance business, but considering the private wealth firm’s latest venture, it has a nice sideline in couples counseling.

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  Wirehouse Market Share Declines as Firms Focus on Profitability

  By Gil Weinreich, AdvisorOne  |  January 18, 2012

  Wirehouses are continuing to lose ground in asset management market share, but do they even care? A new report from financial services industry research firm Cerulli projects that the four biggest brokerage firms will remain the largest distribution channel by a factor of nearly two.

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  Jan. 18 Webinar to Focus on Key Issues, Strategies for Advisors in Transition

  By James J. Green, AdvisorOne  |  January 6, 2012

  Unique data, insights and strategies for advisors considering a change to be addressed in latest AdvisorOne web seminar.

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  A Lost Decade for Advisors?

  By Gerald Burstyn  |  October 26, 2011

  It has been called the “Lost Decade” for stocks, the period from January 2000 to December 2009 that saw the stock market decline for the first time since the decade that started in the 1930s.

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  New Hire Roundup: BlackRock Adds Keeley, Copeland Joins AMG

  By Marlene Y. Satter, AdvisorOne  |  June 16, 2011

  This week in new hires, Terry Keeley joined BlackRock as head of the firm’s official institutions group and John Copeland came to AMG to head up a new subsidiary...

• Multiple Choice

  By Mark Tibergien  |  March 1, 2011

  Every so often the trade publications feature a rash of articles about the success of roll-up firms focused on consolidating financial advisory practices.

• Clark at Large: Investing Like the Big Boys

  By Bob Clark, AdvisorOne, Bob Clark, AdvisorOne  |  June 1, 2010

  I don't know if he still does this, but years ago, my old boss Don Phillips (now president of research and communications at Morningstar, Inc.)...