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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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United Capital

Why Goldman Sachs Is Running Downmarket To Embrace RIAs With Recent Acquisitions

Why Goldman Sachs Is Running Downmarket To Embrace RIAs With Recent Acquisitions

Mindy Diamond Quoted – By Jason Bisnoff, Forbes – Goldman Sachs, once iconic among Wall Street firms, renowned for its C-suite relationships and institutional business, is forging headlong down market with recent acquisitions designed to bolster its capabilities among registered investment advisors and the mass affluent.

Joe Duran on What Advisors Need to Know to Succeed in an Evolved Client-Centric World

Joe Duran on What Advisors Need to Know to Succeed in an Evolved Client-Centric World

Joe Duran, the founder/CEO of United Capital, now a Goldman Sachs company, gets candid about the firm’s sale, his perspective on independence, clients, technology and M&A, plus the “logical evolution” for advisors and their businesses, and much more.

Senior departures underway at United Capital as Goldman deal completes

Senior departures underway at United Capital as Goldman deal completes

Mindy Diamond Quoted – By Jason Bisnoff, Fund Intelligence – Senior exec Matthew Brinker announced his departure from United Capital after more than 13 years on the same day Goldman Sachs finalized a deal to buy the firm for $750m, a possible harbinger of more departures in the offing. Diamond Consultants President and CEO Mindy Diamond said that between Brinker’s departure and conversations she has had with United Capital advisers, there is likely more personnel shuffling to ensue, with some disgruntled advisers saying they feel “sold out.”

Five burning questions about Goldman Sachs, post $750m United deal

Five burning questions about Goldman Sachs, post $750m United deal

Louis Diamond Quoted – By Ian Wenik, Citywire – The RIA community has a new kid on the block. You may be familiar with it. It goes by the name of Goldman Sachs. Will the multinational investment bank be a friendly neighbor or a bully after its $750 million deal to purchase Joe Duran’s United Capital Financial Advisers?

Goldman Sachs is buying United Capital. Now what?

Goldman Sachs is buying United Capital. Now what?

Louis Diamond Quoted – By Ian Wenik, Citywire – For Goldman Sachs, less may be more once it finalizes its $750 million purchase of United Capital Financial Advisers.Citywire reported Friday that the multinational bank is nearing a deal to buy up 100% of the $23.4 billion RIA.

Recent News & Articles

  • Industry Update: Should You Consider a Move When Markets are Turbulent?
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  • Ex-Merrill ACTM Chair to Independent Business Owner: A Former Insider’s Point of View
  • UBS Comp Changes Make It Harder to Battle Asset Outflows–Analysis
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