Joe Duran hits The New York Times best-seller list with 'The Money Code' and is feeding his big RIA with the leads
The gist of the story: He was rich as hell at 34 years old after selling a company to GE and he realized it didn't solve much
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two. A 6 Yr outdated Could use Apple Goods … I’ve come upon this individually. My very possess nephew who’s not even 4 but nonetheless, can have exciting using the i telephone, ipod touch (blank) and now the ipad from apple. Do not get me completely wrong, he’s not automatically endeavor algebra, nevertheless , he still understands the Operating-system. Myself ,, I in fact truly have the i cell phone in addition to ipad from apple ( my business owns some Mac pcs in addition) and Apple waterproof coat helps it being exceedingly uncomplicated to transform from merchandise to item. The wisest detail the technological icon the performed was produce all the tools specially user-friendly and uncomplicated. The moment you learn the way in which you utilize your new iphone, you’ll nearly the know all of their merchandise suite. And on top of that, in the event you very own a home-based small business, Apple inc at this stage , can make obtainable instruction periods concerning the programs purchased from them.
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Related Moves
Joe Duran's second RIA act is rocking with eight staff, four co-founders and a conspicuously anti-United Capital concept that will flip RIA stakes 'eventually' as a minority investor
The United Capital founder paradoxically promises to 'passively' buy minority stakes as a backdrop for going hyper-active with quick-strike capability to apply super-consulting and technology to create explosive growth as a prelude to a sale.
November 29, 2023 at 3:23 AM
Joe Duran will co-develop Goldman Sachs unit aimed at outsourcing to non-Goldman RIAs after 'magic' never materialized for direct-to-consumer RIA
The Newport Beach, Calif. RIA legend plans to shift from B2C to B2B to fix Goldman's disconnect with RIAs and play to the strengths for him and the bank
February 8, 2023 at 3:03 AM
Marc Spilker adds Matt Brinker as chess piece -- and partner -- in what he calls a 'very selective' talent add to build platform-for-RIA platforms outside Wall Street
Merchant Investment Management's executive chairman wants good people good at their job and Brinker likes having a breakaway Goldman partner rather than one captive to the Wall Street giant.
January 15, 2020 at 2:42 AM
Goldman Sachs & Co. appoints Rachel Schnoll to yank off United Capital band-aid that Joe Duran didn't -- making FinLife work with non-UC applications
The New York-based investment bank has the cash and people to do the combinations -- especially Goldman software -- that the roll-up's founder couldn't afford or didn't want to advantage
November 8, 2019 at 4:52 AM
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United Capital Financial Advisers
RIA Welcoming Breakaways
Top Executive: Joe Duran
