News, Comment & Analysis results for United Capital Financial Partners

People Moves
June 4, 2020

Goldman Sachs Names NY Regional Private Wealth Head

The new leader takes the helm from a manager who has worked at Goldman Sachs for more than a

M and A
May 15, 2020

Goldmans Sachs Cranks Up Wealth Ambitions

The US group has agreed to buy a US wealth management shop, adding to its United Capital Financial

Reports
January 7, 2020

Summary Of Major North American Banking, Wealth Management Results - Q3 2019

Here is a summary of the Q3 2019 (with some variation on date endings) for banks in North America,

Reports
October 17, 2019

Goldman Sachs Logs Mixed Results; United Capital Boosts Quarterly Figure

Goldmans' investment management results were buoyed by its recent purchase of RIA United Capital,

Strategy
June 10, 2019

Goldman Sachs Targets European Wealth - Report

The chief financial officer has reportedly talked of how the New York-based firm is pushing into

M and A
May 13, 2019

Goldman Sachs Mulls Wealth Management Acquisition - Report

The US firm is close to agreeing a deal as it looks to widen its wealth management footprint and

Technology
February 15, 2017

RIA Rolls Out Fintech Offering To Drive Advice

This publication has latest news on product and service offerings in the North America wealth

People Moves
March 13, 2015

United Capital Adds Starbucks' Creative Luminary To Board

Starbucks' Arthur Rubinfeld has joined the board of wealth manager United Capital Financial

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
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

Comment & Analysis results for United Capital Financial Partners