Framing it as a wildly disruptive 3,300-basis-point fee on de novo revenues, Joe Duran's United Capital digital reboot is apparently raking in RIA assets and revenues

The charismatic CEO's launch of FinLife Partners -- with unabashed Fidelity support -- is in effect selling revenues to advisors but taking a risk on their success

Author Brooke Southall March 28, 2017 at 7:40 PM

4 Comments

Joe Duran: This is the most single important thing I have done in my career.

Joe Duran

Joel Bruckenstein

David Canter

Bill Winterberg

Matt Brinker

United Capital

FPPad

Fidelity Clearing & Custody Solutions

Dean Barber

Barber Finance Group

Jeff Spears

March 28, 2017 — 10:48 PM

Looks like another firm is using its scale and IP to build 2.0. Will be interesting to watch the response of Dynasty and Focus.

brooke southall

March 28, 2017 — 10:49 PM

Good point, Jeff.

Fred D

December 6, 2017 — 11:34 AM

⚆ _ ⚆ really tho?

JCL

March 9, 2018 — 4:03 AM

What happened to the FinLife Chief Business Officer? I am feeling hoodwinked

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Mentioned in this article:

United Capital Financial Advisers
RIA Welcoming Breakaways
Top Executive: Joe Duran

FPPad.com
Consulting Firm
Top Executive: Bill Winterberg

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein