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  • Jul. 11, 2012
    Article

    United Capital Deepens Its Recruitment Bench

    United Capital Financial Advisers hires three new managers to boost its recruiting efforts....More
  • May 16, 2012
    Article

    United Capital Takes to the Airwaves With New RIA

    Having your own radio program isn’t an essential element of an advisor practice acquisition at United Capital Financial Advisers. But as both sides of United’s latest deal put it, it didn’t hurt, either....More
  • Nov. 9, 2011
    article
    REP.

    Two RIA acquisitions show deals work both ways

    Two recent deals by aggregators for sizable registered investment advisors show how both sides can benefit from such mergers. Late Tuesday Focus Financial Partners said it had signed up Sapient Private Wealth Management of Eugene, Ore., a practice with more than $500 million in assets under management that was formed just a year ago by three former Morgan Stanley Smith Barney advisors....More
  • Mar. 24, 2011
    article
    REP.

    United Capital Buys $170M Advisor Practice Near Philly

    Just two months after it announced the acquisition of three RIAs with $2.2 billion in combined assets, United Capital said today it has bought another practice, Vantage Point Advisors....More
  • Jan. 13, 2011
    article
    REP.

    United Capital Buys Three RIAs, Adds $2.2B in AUM

    United Capital Financial Partners (UCFP) today said it has closed on three new RIA acquisitions with combined assets under management of about $2.2 billion: Zirkin-Cutler Investments, MarketSpace Financial and Sovereign Wealth Management....More
  • Sep. 15, 2010
    article
    REP.

    United Capital Acquires Dunn Hogerty, More Mergers Ahead

    Acquisition-minded United Capital Financial Partners is ramping up its deal-making. Today it announced it bought Dunn Hogerty Investment Consulting, an independent b/d that reports client assets of $500 million in Fort Collins, Colo. “We’re not done yet,” Chief Executive Joe Duran said in an interview with Registered Rep....More

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Greetings earthlings, I am a bit of a nerd and slightly OCD. I started receiving emails when I got over 500 contacts on Linkedin and posted my financial resume on monster. I don't exactly know what I was hoping for, but I started receiving recruitment messages from places like Ameriprise. As is my way, I launched into full nerd mode and started researching the company. I am still in that phase now. It has only been 2 days. The person that called me, assured me that everything that was written in the recruitment email was correct:...More

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