WebFeb 20, 2024 · By Janet Levaux. United Capital, the RIA led by Joe Duran, says that the level of assets managed by advisors using its white-label wealth management platform FinLife Partners has hit $22.5 billion ... WebApr 16, 2024 · He said average AUMs for FinLife OS firms was $550 million and that the firms interested in FinLife CX have an average of roughly $650 million—well above what he said United Capital expected.
Filife: Your Go-To for Financial Knowledge and Guide
WebNov 5, 2024 · Six months after its stunning $750 million purchase of United Capital, Goldman Sachs is making changes at the RIA as it begins to execute on its vision. On Tuesday, it assigned a managing director and 20-year employee from its asset management business to grow FinLife CX, United Capital’s collection of tools used by its advisors and … WebThe starting point for financial planning is your current financial situation in relation to your … christian counseling delaware ohio
FinLife Partners Steps Out of United Capital’s Shadow, …
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